Versaticity, LLC

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Processes

Finance close, consolidation, and reporting

• Month-end, Quarter, & Year-end close

• Bank-to-book

• Consolidations

• Cash-flow reporting

• External reporting

• SEC/FERC filings

• CAFR reporting

• Disclosure notes

• Management reports

General ledger and accounting operations

• Chart of accounts

• Journal entries

• Account reconciliations

• Subledger accounting

• Intercompany eliminations

• Multi-GAAP reporting

FP&A, planning, and management reporting

• Budgeting

• Forecasting

• KPI reporting

• Management dashboards

Procure-to-pay and expenses

• Procurement - Supplier cutover

• AP - Invoice processing

• Expenses - T&E card processes

Order-to-cash and revenue

• Billing - Revenue recognition

• AR - Collections

• Cash application

Fixed assets and acquire-to-retire

• Capital projects

• Fixed asset accounting

Treasury, cash, and payments

• Cash management (position, A/R, A/P)

• Cash forecasting

• POBO, ROBO

• Treasury - Daily wire transfers and sweeps

• Treasury - Letters of credit

Tax and transfer pricing

• Direct tax - transfer pricing

• Tax provision & reporting

• Indirect tax - sales & use tax, VAT

• Property tax

M&A, integration, and separation

• Integration - Finance operations

• Separation - SMO planning

• TSA - Planning and exit

• Day 1 Readiness

• Standalone - Finance setup

PMO, TMO, SMO, and governance

• Governance & Status reporting

• RAID management

• Workstream Planning

• PMO | TMO - Transformation office

Data, reporting, and analytics

• Architecture - Data models

• Data | Reporting - BI analytics

Systems and automation

• ERP implementation

• EPM implementation

• Workflow - RPA automation

• Master data - MDG governance

Commercial back-office processes

• Product costing

• Profitability & margin analysis

Operating model and shared services

• Shared services center design

• Finance operating model

• Finance organization design

Project Scopes & Roles

M&A integration and separation

• Finance integration lead (buyer side)

• Finance integration advisor (buyer side)

• Engagement lead (buyer side)

• Finance SMO consultant (remainco & spinco)

• TSA planning lead (buyer side)

• TSA exit planning and transition management lead

• Deal-to-close day 1 readiness lead (buyer side)

• Post-close stabilization manager (buyer side)

Public Offerings (IPOs and fundraising)

• Finance & Accounting operations pre-IPO readiness / close acceleration

• FP&A operations pre-IPO readiness (KPIs, reporting, FP&A calendar)

• S-3 preparation

Finance transformation assessment, roadmap, implementation

• Transformation director

• Transformation advisor

• Assessment & roadmap engagement lead

• Operating model director

• Organization design lead

• Shared services advisor

• Process & reporting design lead

• Finance ERP lead (Oracle Fusion Cloud, PeopleSoft)

• Finance EPM lead (Oracle Fusion Cloud, Hyperion)

Portfolio, program, project governance & management

• Finance portfolio assessments, redesigns, and greenfield implementations

• Program manager / Project manager

• Transformation Management Office (TMO)

• Separation Management Office (SMO)

• Atlassian Jira project manager

System Assessments & Implementations

• Automation and AI-enabled agentic workflows (n8n, Automation Anywhere, UI Path, Claude, ChatGPT)

• ERP - Oracle Fusion Cloud - finance lead

• ERP - PeopleSoft 9.1 - finance lead

• ERP - Workday PMO lead (FDM, HCM, Payroll)

• ERP - SAP S/4HANA PMO lead (CFIN, GR, SAC, MDG)

• EPM - Oracle EPM Lead (FCCS, ARCS)

• EPM - Hyperion (HFM, HYP, ARM/ARCS, CM, PCM, EDM / DRM, DM / FDM, Smartview, HR) - engagement lead, solution architect, PMO

• EPM - Software suite selection (Oracle, OneStream, CCH Tagetik)

• Atlassian Jira project management - architect, design, configuration, management

Sales Pursuits (RFPs, RFIs, RFQs, Orals)

• Led or been a key contributor on 70+ large, multi-year programs pursuits, proposals, orals, & vendor scoring on both seller and buyer sides

Audit & Controls

• External / public audits, reviews, compilations, and agreed-upon procedures engagements

• SOX 404 process and controls documentation