Transforming Financial Systems Into Strategic Assets
Concilier Advisors was founded on a simple insight: the gap between Finance and Technology is where most enterprise transformations fail, and where the greatest opportunity lies. We help turn complex financial systems into lasting business advantage.
$300M
Oracle ERP delivery led on time
20+
years of Fortune 100 experience
5
financial system implementations
Transforming Financial Systems Into Assets
Concilier Advisors was founded on a simple insight: the gap between Finance and Technology is where most enterprise transformations fail, and where the greatest opportunity lies. We help turn complex financial systems into lasting business advantage.
$300M
Led the delivery of a $300M Oracle ERP implementation, aligning finance, operations, & technology at scale.
20+ Years
We bring over two decades of Fortune 100 leadership experience driving complex financial and technology transformations.
5 Transformations
Successfully delivered five system implementations aimed at improving efficiency, visibility, & decision making.
THE PROBLEM WE SOLVE
Why most transformations fail – and how we fix it
ERP transformations fail not from bad technology –– but from a poor communication Finance–IT bridge. Concilier Advisors has sat at this exact intersection for over 20 years, making us fluent in both languages.
01
Finance doesn't speak IT
CFO offices approve systems they don't understand. Budget overruns, missed deadlines, and finger-pointing follow every go-live.
02
IT doesn't think in GAAP or reporting
Technical teams build solutions that create compliance exposure, audit risk, and restatement risk that surfaces only after launch.
03
Change continuously gets left behind
New systems go live without the training, processes, or culture to sustain them. ROI evaporates within 18 months.
THE CONCILIER ADVANTAGE
Fluent in both languages – finance and technology
FINANCE EXPERTISE
Treasury & debt management
Acquisition financial system integration
Financial library program design
Budget governance & forecasting
SEC reporting & XBRL taxonomy
GAAP / SOX compliance
TECHNOLOGY STRATEGY
Oracle PPM — $300M implementation
3-way cash reconciliation system implement
Treasury workstation integration and upgrade
ServiceNow financial data integration
Cognos FSR & Hyperion Smartview
Prosci OCM — change management
Implementation partner consulting team management
key achievements
20 years of moments that matter
$300M
$300M Oracle Implement - Apollo
Led on time & under budget. Built 50% fewer attributes and 70% fewer categories. Trained Change Agents 9 months before go- live.
2-3 hrs
Treasury System Transformation - Exelon
Integrated Exelon onto Wall Street TMS. Reduced month-end close from all-day to 2–3 hours. Identified Kyriba as cloud-based replacement — still in use today.
0 Findings
XBRL Tagging - Working with FASB
Attended FASB XBRL development sessions in Connecticut. Tagged entire 10-Q and 10-K with zero SEC findings. Discovered Workiva — Exelon implemented and still uses it today.
<3% Variance
IT Budget Governance - BSC Finance
Less than 3% budget variance over 2 years. Reduced analyst headcount by 1 through efficiency gains. Established documented procedures that accelerated onboarding.
37-Person Team
Leadership Development
Led 37-person IT Planning team. Coached quiet ESL manager to confident leader. Coached underperforming manager off PIP — retained for another year by the IT VP.
1% of Forecast
IT Planning - Financial Acumen Program
Supported 14 IT VPs. Standardized reporting across all IT teams. Achieved 6+6 forecast within 1%. Developed Financial Acumen training now required enterprise-wide.
CORE SERVICES
Six disciplines. One integrated practice
Oracle ERP · Treasury Workstation · Subledger Data Design
Systems Implementation
CFO/CIO Bridging · IT Budget Governance · Long-Range Planning · Run Rate Accuracy
Finance-IT Strategy
Multi-Entity Consolidation · System Integration
M&As & IPO Integration
Prosci-Certified OCM · Financial Literacy · Stakeholder Alignment · Change Programs · Training Materials
Training & Development
Sr. Manager Coverage · Lead Financial System Project Cycle · Team Development · High-Performer Coaching
Interim Leadership
Identify Improvements · Implement New Processes & Procedures · Documentation
Financial Process Development
THREE ENGAGEMENT MODELS
Built for CFO and CIO offices
01
Project-based engagement
Defined scope · timeline · deliverables
- ERP implementation
- System go-live readiness
- Reporting automation
- M&A financial integration
02
Interim executive placement
Sr. Manager · Controller-level coverage
- Leadership transition
- Leave-of-absence backfill
- Post-acquisition stability
- Project surge staffing
03
Ongoing advisory retainer
Monthly strategic guidance
- CFO/CIO alignment
- Compliance monitoring
- System optimization
- Team development support
Let's talk about your next transformation
Whether you need a thought partner to pressure-test your ERP roadmap, an experienced hand to guide your team through a go-live, or an interim finance leader – we're here to listen.
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