December 20, 2024
Condesa was engaged by a large US financial advisory firm to assist with complex accounting issues related to allocation of revenue and expenses between several of its legal entities. Additionally, the Client requested our help in creating monthly cash flow projections to perform ongoing budget-to-actual analysis.
Our Firm began our work by creating a lookup template using the Client’s Chart of Accounts to automate the retrieval of all Client accounting data for ongoing accounting allocations and FP&A exercises. With this dynamic template in hand, we worked with the Client to establish and execute the appropriate periodic allocations within each designated account and to conduct critical ongoing forecasting and budget-to-actual analysis.
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