Situation

A $400M industrial platform acquisition revealed a finance function not built for scale. Reporting was fragmented across business units, EBITDA normalization was unclear, and the monthly close process suffered from significant latency.

Action

We executed a rapid stabilization plan focused on three core pillars:

• Close Process Redesign: Standardized the chart of accounts and implemented a hard close calendar to compress the reporting timeline.
• EBITDA Bridge Installation: Built a granular bridge to isolate price, volume, and mix variances, providing clear visibility into the drivers of margin movement.
• KPI Cascade: Established a board-to-functional KPI hierarchy to ensure daily operational metrics aligned with the investment thesis.

Outcome

Within 90 days, the platform achieved board-ready reporting compliance. Reconciliation noise was eliminated, and the leadership team shifted focus from debating data accuracy to driving strategic execution.