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Finance Integration Checklist


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Finance Integration Checklist When two or more different organizations decide to consolidate their finances, they should take a range of steps to accomplish the consolidation while ensuring that the funds, cash-flows, procurement, taxes and financial planning are well aligned and adjusted. This Finance Integration Checklist briefly explains how to consolidate companies.

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  1. Organization.
    • Make a plan for managing the escalation process, including major scope issues, tradeoff decisions, and     possible conflict in finance management.
    • Establish reporting rules.
    • Begin to design a future state financial framework.
    • Develop a finance transition plan aligned with the escalation process.
    • Ensure that leadership, team development and employee talent management programs are combined.
  2. Controls.
    • Establish effective procedures for managing finance disclosure and controls to keep merging organizations compliant with integration requirements.
    • Begin to develop an effective finance control program to mitigate integration risks and ensure regulatory compliance.
    • Establish protocols for identifying and reporting changes in finance controls resulting from integration.
  3. Funds.
    • Take control over cash-flows of merging organizations to ensure that cash management and requirements are established and adequately funded.
    • Understand debt and banking agreements to remain companies in compliance.
    • Develop a change management plan to control changes in bank accounts and deposits.
    • Begin to develop processes for managing companies’ cash forecasting and cash management.
    • Plan for optimization of global cash-flows and requirements.
    • Align financial policies related to investments, foreign currency, and hedging.
  4. Financial Statement Consolidation.
    • Establish an interim consolidation process to capture financial activities for the first quarter.
    • Determine target opening balances.
    • Ensure that consistent accounting policies are put on technical areas.
    • Convert outstanding equity from one organization to another one.
    • Disclose financial statements and filing.
    • Design a combined company financial management process.
  5. Financial Planning.
    • Create an interim management reporting package to make key decisions regarding the financial planning activity of merging companies.
    • Establish cost baselines and limits.
    • Plan for a synergy tracking process to monitor results for cost reduction and other synergy initiatives.
    • Develop an integrated management reporting package to effectively support internal and external reporting requests on budgeting and cost projections.
  6. Procurement.
    • Establish an interim operating model for managing procurements between merging enterprises.
    • Be sure that this model is designed in conjunction with operations, HR, and IT requirements.
    • Review target procurement expenditures and ensure alignment with corporate objectives.
    • Identify procurement synergies from vendor consolidation.
  7. Taxes.
    • Design a tax efficient legal structure.
    • Be sure that tax and compliance...

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