Business Systems (ERP, CRM, EPM, & D&A)

We specialize in all the underlying work streams associated with the selection and implementation of business systems. Whether you are a Systems Integrator (SI) or planning to work with one, our adaptable services provide targeted support in the form of subject matter expertise and niche resources before, during, and after your implementation.

Business Requirements & Data Flow Mapping

Selection & RFP Management

Implementation Readiness

Functional Transaction Testing & Process Documentation

Legacy Process Support & Parallel Reporting

Workstream Specialization – Finance & Accounting, HR, IT, & Operations

business-systems

integrated-risk-management

Integrated Risk Management (IRM)

We understand the importance of taking an enterprise-wide approach to addressing risk and have built our team with the skills and experience necessary to facilitate this approach. From program development to testing and reporting, our tactical project resources can be deployed on your compliance schedule across the areas of internal audit, cybersecurity, and regulatory reporting.

Internal Audit (SOX, etc.)

IT General Controls

Cybersecurity (Regulatory Compliance, IAM, 3rd Party Risk, etc.)

Regulatory Reporting (SEC, ESG, etc.)

Industry-Specific Compliance (AML & Liquidity Reporting in Banking)

Governance Program Development & Documentation


Mergers & Acquisitions (M&A)

We take an agnostic approach to both the buy and sell sides of transactions. Our services are designed to support the underlying workstreams that prevent your organization from realizing the full return on investment (ROI) of a merger, acquisition, or carve-out. Our goal is to help you realize maximum value by focusing on integration and TSA management. From HR cutovers and opening balance sheets to system consolidations and organizational design, our support prioritizes continuity and ensures deadlines are met.

Valuation & Diligence

Integration Planning & Readiness

Transition Service Agreement (TSA) Management

Integration Workstreams for Finance & Accounting, IT, HR, & Operations

Legacy Process Support & Parallel Reporting

Organizational Change Management

m-and-a

business-transformation

Business Transformation

We view transformation as an opportunity to optimize processes, increase revenue, and modernize strategies, all aimed at enhancing the value and experiences you deliver to your customers. By focusing on the areas essential for every organization to thrive — back-office transformation, process automation, workflow redesign, and onshoring/offshoring — we can support you where you need it most. If expertise is lacking, we are here to drive project scope and methodology. If manpower is a constraint, our tactical project staffing can help get your projects back on track.

Target Operating Model

Back Office Transformation (Finance & Accounting, HR, Operations)

Shared Service Outsourcing Support (Onshore, Nearshore, & Offshore)

Organizational Change Management

Process Flow Mapping & SOP Documentation

Co-Sourced Business Processes & Staff-Augmentation

Accounting & Finance

  • Monthly Journal Entries & Account Reconciliations
  • Financial Reporting & Analysis
  • Budget & Forecast
  • General Ledger Review & Testing
  • Special Projects & Peak Support

Governance, Risk & Compliance

  • Internal Audit - Financial, Operational, & IT
  • Control Testing
  • Regulatory Compliance
  • Framework Development & Documentation
  • Cyber Security (Compliance, Assessment, etc.)

Project Management Office (PMO)

  • Project Management in Business/Functional Areas of Expertise
  • Business Analysis (Process Flow Mapping, G/L Testing, etc.)
  • Subject Matter Expertise (SME)
joe-laugherty

Meet Joe Laugherty

Vice President, Advisory Services

jlaugherty@calculatedhire.com | 513.312.2363

Since 2006, Joe has been dedicated to catalyzing business process transformation for clients from $50M in revenue to the Fortune 50. With a focus on integrating Finance, Accounting, Risk, and Technology solutions, Joe and the Calculated Hire team are committed to expanding our Advisory and Transformation Services to both existing and new clients.

Our approach blends proven methodology with client preferences, aiming to excel in project ownership and staff augmentation. Leveraging his skills in new business development and business process improvement, Joe’s mission is to empower business leaders with insights and advisory best practices.