Kevin Briggs

Consolidation

What is consolidation?

During times of economic expansion, companies are busy acquiring other companies and growing organically and this can lead to improvements in back-office functions being put on the backburner. When times are not so easy, the organisation may decide that operational efficiency and effectiveness in all of its functions is the strategic option to follow, and these improvements apply to finance as much as anywhere else.

The role of finance in consolidation

There are 3 aspects - improved financial process and control, measuring the improvements attained in consolidation in other areas of the business and creating a strategic consolidation.

Improved financial process and control

·  management reporting and forecasting (including rolling forecasts)

·  strategic performance measurement

·  cash management and credit policy implementation

·  improved use of computers

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Measuring the improvements attained in consolidation in other areas of the business

Finance can be an important part of improvements in other areas. For example, change management disciplines (such as Six Sigma) require the organisation to measure the financial effect of a change program, implying that accountants are used to support the change team in its task. Often the financial accounting system is used to measure cost savings, often through the pricing mechanism of purchase order processing.

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Strategic consolidation

Typically, this is achieved through creating shared service centres. The scenario is where the company has made several acquisitions but has not applied the necessary management time and resource to combine the back-office functions of these acquired companies into one central place. This is explored in business integration where a key element is understanding culture. It is important to be able to define the culture of an organisation or team because only once its defined can you say what it is that needs to be changed, and of course that implies that you know what you want the cultural objective to be. From the perspective of financial control, strategic consolidation looks to make all policies and procedures uniform within a command and control structure.

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An assignment that aimed to formalise management reporting through improvement in the use of accounting software in a strategic consolidation was Oxfordshire County Council.

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