Finance ERP module implementation for enterprise programs
Most finance ERP programs do not fail on the software. They fail on decisions the CFO and the controller were best placed to make. I help you make them early, module by module, so the close holds and the controls pass.
Enterprise finance platforms are proven. What decides the outcome is whether the chart of accounts is right, the data converts to the dollar, the controls pass audit, and the first close ties out. Gartner projects that by 2027 more than 70% of ERP initiatives will miss their business case, and when finance programs slip, the cause is almost always ownership, design, and sequencing, not the software. Every one of those is decided months before go-live.
I sit on your side of that work. Independent, client-side, with no stake in how many hours the program burns. The job is to make the finance modules a governed decision set, with the reporting line in the CFO's office, a numeric data-conversion gate, and controls designed in rather than bolted on after the audit finds the gap.
The shift I createThe finance stack, decided before the build.
Each area is a place where a program quietly loses its close, its controls, or its date, and where a little discipline pays for itself.
Business case & shape
Your own bottom-up case, and the big-bang vs. phased call by entity and regime count.
Chart of accounts
A redesigned data model with detail in dimensions and worktags, not a lifted-forward COA.
GL, close & consolidation
Ledgers and books, eliminations, currency, and a close that reconciles.
AP, AR & procurement
Match levels, tolerances, remit-to, and cash rules configured to your policies.
Assets, cash, expenses, tax
Separate books, bank formats, policy hard-stops, and the native vs. third-party tax call.
Projects & revenue
ASC 606 5-step, billing separated from revenue, and cost that does not strand in WIP.
Data conversion
Opening balances vs. history, named owners, three mocks, control totals to the dollar.
Controls & SOX
Segregation of duties by design, least privilege, the auditor in the build.
Cutover & first close
Rehearsed twice, a hard readiness gate, hypercare that exits on a tied-out close.
The full field guide, and a toolkit for the scope.
The finance ERP field guide
All ten sections in depth, the nine modules one by one, the deployment call, and the one move that matters most in each area.
Read the guideThe readiness toolkit
A pre-implementation readiness checklist across the whole program, plus a module-by-module quick reference. Built to keep beside your program plan.
Download the toolkit (PDF)The red-flag checklist
The ten warning signs that a finance ERP program is heading for the 70% that miss, with the fix for each, inside the guide.
See the red flags →Planning and forecasting
Budgets and forecasts sit next to the ledger, and Adaptive Planning is where the finance modules get judged after go-live. Eight decisions decide whether the variance report is trusted at the first close.
How I help with planning →Put independent eyes on your finance ERP scope.
If your close, your controls, and your first go-live ride on getting these modules right, a candid review of the plan before the build is the cheapest insurance you will buy.