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Finance & Accounting Operations

Build a finance function that scales with your business

From process streamlining to Enterprise Resource Planning implementations, we transform finance operations across people, process, and systems

Who's It For

This service is designed for CFO's looking to modernize finance for growth, Private Equity-backed companies preparing for scale or exit, and businesses pursuing Mergers & Acquisitions that need seamless finance integration. It’s also ideal for leaders facing manual processes, talent gaps, or outdated systems who want to streamline operations, improve efficiency, and gain actionable financial insights.

Problems We Solve

• Manual, spreadsheet-driven close cycles that waste time

• Talent misaligned or underutilized → leaders stuck in the weeds

• Legacy systems that can’t keep up with growth

• Disconnected data and reporting → no single source of truth

• Automation opportunities left untapped

• Mergers and acquisitions integrations stalled by lack of finance readiness

Services We Offer

Full-Service Finance Operations Support

Diagnostics & Gap Assessment

Evaluate people, processes, and in-place systems against best practices

Process Streamlining

Redesign close, Accounts Payable/Account Receivable, reporting workflows for efficiency and accuracy 

Automation & Tools

Implement Robotic Process Automation, dashboards, and self-service analytics

System Implementations

Enterprise Resource Planning selection, design, and deployment (Oracle, Systems, Analytics and Data Processing, Enertia, Quorum, etc.) 

Organizational Alignment

Clear role ownership using the Responsible, Accountable, Consulted, and Informed framework, paired with a finance operating model built to scale.  

Growth & Mergers and Acquisitions Projects

Carveouts, integrations, and scalability roadmaps.

Outcomes You Can Count On

50%

faster close cycles through streamlined processes and automation

Stronger controls & compliance

that reduce risk

3x Return on Investment

on technology investment unlocked by aligning tools to business needs

15% Capacity Increase

Finance teams freed for strategy talent aligned to higher-value work

3-6 Months

Saved on average by clients on project engagements. Smooth Enterprise Resource Planning & Mergers and Acquisitions transitions with less disruption and more value capture

How We Deliver: The Ellevate Method

We connect and plan to align on transformation goals, discover and benchmark gaps in people, processes, and systems, and build a pragmatic roadmap balancing quick wins with long-term impact. Then we integrate and optimize systems, workflows, and teams — and measure and improve to track Key Performance Indicators and drive continuous results.

Engagement Models

ES-icon-Black Diagnostics & Roadmap

gap analysis and roadmap design (6-8 weeks)

ES-icon-Black Transformation Projects

process, automation, system implementation (3-12 months)

ES-icon-Black Mergers and Acquisitions Integration Support

pre- and post-close finance integration

Industry Proof

Enterprise resource planning reset for a $1B+ Oil & Gas company: streamlined scope, boosted return on investment, cut close time by 40%, and automated workflows saving 500+ hours annually

Frequently Asked Questions

What’s the difference between this and Managed Services?

Managed Services handles execution. Finance & Accounting Ops is about transformation and scale 

Do you implement systems?

Yes. We guide Enterprise Resource Planning selection and deliver implementations for Oracle, Systems, Applications and Products in Data Processing, Enertia, Quorum, and more  

How do you approach automation?

We use robotic process automation, business intelligence, and workflow automation to eliminate manual tasks  

Do you support Mergers and Acquisitions activity?

Yes. We deliver pre-deal diligence, Day 1 readiness, and post-close integration 

Ready to transform your finance operations?

Assess, streamline, and scale with confidence