Interim Management, Operational Transformation and Transaction Support – a Comprehensive Client Service Approach
Client:
Globalna korporacja z dużym działem finansowym w jednym z krajów europejskich
Challenge:
The client faced several parallel business challenges: ensuring operational continuity of the accounting team, executing a complex asset sale transaction, onboarding new entities, and migrating the financial and accounting system. The scale and complexity of these activities required not only expert knowledge, but also strong operational leadership and coordination across multiple workstreams.
Our Role:
Team management
As part of the engagement, we assumed the role of Interim Manager, taking responsibility for managing an 8-person team and overseeing day-to-day operations.
Our scope included::
- team management and development (including promotion processes),
- coordination of work and ensuring timely delivery of tasks,
- ongoing client communication and expectation management,
- mentoring the team on complex accounting matters,
- monitoring client profitability (revenues, margins, cost allocation, and time tracking).
Asset Sale Transaction Support
In parallel, we supported the client in the sale of a significant portion of its assets.
Our involvement included:
- preparation of data and reports for the buyer, including identification of assets for disposal based on the fixed asset register,
- participation in valuation processes and purchase price allocation (PPA),
- analysis and estimation of tax implications of planned actions,
- advisory on future organizational structure (merger with the parent company, liquidation process).
Onboarding of New Clients
We delivered end-to-end onboarding for new clients, including:
- design and implementation of processes (GL, AP, Treasury, Sales),
- collaboration with the client in defining the operating model,
- coordination of formal requirements (powers of attorney, KSeF),
- supervision of data migration and cooperation with previous accounting firms,
- establishment of ongoing service and cooperation standards,
- preparation of clients for KSeF implementation.
Financial and Accounting System Migration
Additionally, we were responsible for overseeing the system migration:
- coordination of the transition from Hansa to enova,
- ensuring operational continuity during the migration,
- supporting the team in adapting to the new system environment.
Outcomes
Thanks to a comprehensive approach:emu podejściu:
- operational stability of the team and high-quality client service were ensured,
- the transaction process was executed efficiently and the organization was prepared for structural changes,
- new clients were successfully onboarded with a fully implemented operating model,
- a secure migration of the financial and accounting system was completed.
Conclusion:
This project demonstrates how a combination of managerial, accounting, and advisory competencies enables the effective delivery of complex business initiatives—from operational management, through system transformations, to strategic transaction support.
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