Offer 03 · Finance & data

Frame your performance management, secure your data, automate your closes.

Performance management platform, close process automation, data quality and reporting governance. Functional leadership by a senior team, structured user acceptance, seamless transition.

Who we help

Finance teams ready to industrialize their reporting.

Designed for groups in finance systems transformation, under calendar pressure or losing reliability on their management data.

Warning signals

  • Performance management platform migration underway or imminent
  • Group reporting built on Excel without audit trail or traceability
  • Consolidated history migration across multiple years and entities
  • Close cycles slowed by manual controls and reworked entries
  • Scattered financial data, reporting governance to be rebuilt

What the offer secures

  • Functional scoping of migration and transformation projects
  • Historical data migration across the full consolidated scope
  • Documented user acceptance testing, defensible to auditors
  • Automation of close controls and data reliability improvement
  • Reporting governance sustained by the internal team
Engagement modes

Three formats, one finance & data team.

Each mission adapts to context. Duration, scope and engagement level defined together before kick-off.

013 to 9 months

Operational reinforcement

A senior finance & data consultant embedded in your team for the duration of the project, immediately operational.

Typical contexts
  • Support on an ongoing platform migration
  • Workload peak on an information systems project
  • Post-go-live support on a new tool
Signature deliverableFunctional deliverables of the project secured, documentation at handover.
021 to 3 months

Scoping and cycle

Short, targeted mission on a specific deliverable: acceptance plan, reporting automation, short diagnostic.

Typical contexts
  • Acceptance plan for a module to structure
  • Recurring reporting to automate
  • Short diagnostic on the finance function
Signature deliverableThe deliverable produced, documented and usable by the teams.
036 to 12 months

Function setup or restructuring

Long-term leadership to structure the finance & data function, redesign management reporting, transfer to autonomy.

Typical contexts
  • Redesign of the group management platform
  • Restructuring of reporting governance
  • Creation of a finance data function
Signature deliverableStructured function, lasting platform and processes, autonomous team.
Deliverables

Deliverables that stay useful after the mission.

The exact content depends on the scope. These are the deliverables we produce most often, each designed to be picked up and maintained by the internal team inside its tools and management routines.

Acceptance test plan and user testing

Detailed test scenarios, reconciliation controls, acceptance thresholds and signed user acceptance records.

Migration and go-live plan

Phased go-live calendar, fallback plan, cumulative controls and documented production cutover procedure for auditors.

Operational close dashboards

Close tracking dashboards, data quality indicators and automated group reporting, maintained by the internal team.

One mission, one outcome

Proof through a recent case.

Finance & data transformation

Performance management platform migration and consolidated history recovery.

Platform at end of vendor support, 60 entities to migrate with 10 years of history. Functional leadership of the migration, acceptance plan, batch recovery and first close delivered on schedule.

Read the full case
D+4

first close delivered on the new tool, with no calendar drift

Confidential scoping · 30 minutes

A migration to lead, reporting to make reliable?

A short exchange with the Altesia team to qualify your context, deadlines and the right level of support.