Task definition

  • Project management and execution for Post Merger Integration, focus on Finance/Controlling
  • Improving the quality of finance and PE reporting

Industry / Function / Environment

  • SME, Financial services
  • Interim CFO
  • M&A and PMI
  • Dipl.- Kfm. Frank Wedekind

Situation:

  • Merger of three legacy companies
  • Legacy companies with different data quality and economic transparency

Measures:

  • Establishment of a cross-functional project team consisting of IT, Accounting, Controlling, BI and HR
  • Analysis of the company-specific finance differences
  • Development of the new finance target and its implementation
  • Relocation of locations and consolidation of functions
  • Reorganization, staff restructuring and staff qualification
  • Change management for department management and employees

  • Establishment of a new finance/controlling organization
  • Establishment of new accounting, finance and controlling processes
  • Establishment of uniform finance, controlling and reporting standards
  • Implementation of a new IT accounting system and new financial software
  • Improved transparency through early and qualitatively improved financial statements during the year
  • Establishment of a meaningful PE reporting system
  • Leveraging synergies and efficiencies compared to the old situation

  • SME, financial services
  • Customer portfolio: B2C customers with bulk business
  • Product portfolio: Operation of a wide variety of instruments in receivables management
Dipl.-Kfm. Frank Wedekind

Senior Partner

 +49 171 2277005 wedekind@fup-ag.com
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