Optimizing Your Finance Organization

Quick Tip

Disruption to the status-quo will be constant. Focus your resources and assets to best drive change versus reacting to it.

“If you are having everything under control, you're not moving fast enough.”
-- Mario Andretti
Acquis helps Finance leadership further refine, validate, and articulate their strategies, acting as a trusted ally from idea to achievement. In addition to enhancing existing operations, we help our partners maintain a forward-looking perspective, emphasizing the scalability and flexibility required to support business growth and change, be it organic or through acquisition. We help your organization get ahead of, execute, and embrace the necessary change and disruption.

Acquis unlocks new value by helping Finance organizations bridge the gap between business needs and technology, bringing forth visibility and transparency around financial data and organizational metrics. We collaborate with organizations to optimize efficiency, focusing on streamlining operating models, effective organizational structures, and cost management strategies that work. Our people possess the deep functional expertise and tactical abilities to work alongside our partners to design and manage programs from inception to the realization of strategic objectives.
Our Approach

We view every one of our engagements as a partnership built on a strong foundation from the very start. We seek to understand first, so your challenges become our challenges, and in turn, opportunities for resolution.

We keep execution in view while helping you create strategies and design solutions. We think about sustainable solutions that fit your needs. We work with you to create the clear path to success. We continue to listen, but objectively challenge priorities and identify risks.

We roll up our sleeves to do the work. We help you establish the right pace and rhythm, while continually tracking and measuring status and progress. We will know when your team needs to adjust to changing business conditions.

We do more than deliver success. In transferring ownership of the solution, we work to elevate and empower your organization with a capacity and ambition for continuous improvement.

We put you and your people first. This is our approach.

Meet the Team

Finance Organization Specialists
Managing Partner
David
Kaufman
“Focus on your potential instead of your limitations.”
Alan Loy McGinnis
See Full Bio
Industry Experience

Life Sciences

Nonprofit

Financial Services

Consumer Products

Managing Director
Eric
Baum
“Millions saw the apple fall, but only Newton asked why.”
Bernard Baruch
See Full Bio
Industry Experience

Life Sciences

Education

Consumer Products

Nonprofit

Impact Story

CFO Strategy - Optimizing
the Finance Organization

Related Impact Story

Establishing Procurement: A Made-to-Measure Approach

Read More
Client Profile
A mid-market healthcare company
Industry
Life Sciences
Challenge
After adopting a new strategy focused on acquisitions, a mid-market healthcare company needed to prepare itself for significant growth and complex changes. Rapid acquisition of new and unfamiliar lines of business would mean organizational and alignment challenges. How would they deal with overlapping operations and competing technologies? Global expansion would only amplify the complexity of transformation, not to mention the pressure of cost synergy commitments to “the street.” Ultimately it would come down to creating a scalable and sustainable platform for continued growth.
Approach: Think + Do
We collaborated with the CFO’s organization to identify and act on several strategic priorities. We developed the means to effectively scale the organization without adding significant cost, and built the operational flexibility to service new lines of business. We initiated a cultural shift and established competency in cost management. For each of these initiatives, we facilitated the progress and overall direction of cross-functional teams comprised of members from newly acquired businesses and functional departments.
Results
We established a Procurement organization, realizing 12% savings and a 25% increase of spend under management in year one. We launched a new Finance shared services department to accommodate Accounts Payable and Accounts Receivable for the various businesses. We developed a comprehensive technology roadmap for Finance. We developed a cost conscious culture within the organization, and fostered a culture of information sharing and cross-functional teaming among the new businesses. In the end, we aligned the technology and tools the Finance department needed to integrate new businesses and successfully transform the organization.
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