Finance Transformation - A Model For Success

In this document, you will find: A Message from the Founder; Key Benefits of a Comprehensive Model; "Handcrafted" Finance - a Model for Success; Examples of Key Deliverables; Criteria for Process Automation; Team Charter Template.

MD&A AUTOMATION DEMO FILE1

Download the file for an example of how the MD&A process can be automated minimizing data errors and saving significant amounts of time every reporting period. SAVE THE FILE IN THE SAME FOLDER AS FILE 2 BELOW. THE SYSTEM WILL CREATE A NEW MD&A FILE UPDATED FOR THE CURRENT QUARTER AND SAVE IT IN THE SAME FOLDER.

MD&A AUTOMATION DEMO FILE2

Download the file for an example of how the MD&A process can be automated minimizing data errors and saving significant amounts of time every reporting period. SAVE THE FILE AS MACRO-ENABLED IN A NEW FOLDER.

PMI Quick Reference Guide

Many companies struggle to realize the expected value from M&A. This guide summarizes key success factors and provides useful tools.

Service Profile: business and team effectiveness

Download the detailed description of our services.

PMI Culture Integration Gap Analysis and Strategy

Download this tool to develop a targeted plan for your post-merger integration efforts

Buy versus Lease Tool

Useful to quickly analyzing buy vs. finance vs. lease decisions based on your borrowing rates. It can be used to calculate the rate implicit in the lease. ENSURE THE FILE IS SAVED AS MACRO-ENABLED.

Service Profile: post-merger integration

Download the detailed description of our services.

Service Profile: internal controls and risk advisory

Download the detailed description of our services.

Service Profile: finance transformation

Download the detailed description of our services.

Talent Assessment Tool

Use this tool to assess role fit. The profile is more focused on personal characteristics than skills. Skill development is dependent on personal characteristics. Mentorship should support both personal and professional development.

Lease Scoping Tool

Use this programmable tool to quickly evaluate and document contracts for the presence of leases. ENSURE THE FILE IS SAVED AS MACRO-ENABLED. Contact OTB Advisory to customize the tool.

Intro Meeting Guide

Spend a few minutes being mindful about your business to increase focus on mission-critical areas.

Cultural integration gap assessment survey

OTB has released an improved version of the cultural integration survey that can be performed in collaboration with internal HR professionals as part of post-merger integration or to assist with cultural landscape assessment/engagement improvement work.   This survey contains automatic tabulation and statistical interpretation of results with suggested approaches to problem identification and solving. It is available free of charge here.