Solutions
Solutions
Solutions
Solutions
Buy
   Home  » Solutions  » Checklists  » Finance Integration Checklist

Task Management Software

Business Management
Project Management
Process Management
Task Management
Employee Management
Customer Management
Marketing
Sales Management
Finance Management
Product Management
Company Activity
Office Management
Document Management
Other Management
Crisis Survival
Skills Development
Education
Household
Cleaning
Family
Holidays
Event
Travelling
Safety
Miscellaneous

VIP Task Manager Professional

Play VIP Task Manager demo Play Demo >>

  Authorization

Login:
Password:
Register
Forgot your password?
Login As:
Login As
You can log in if you are registered at one of these services:
  TESTIMONIALS
"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Finance Integration Checklist

 

All Travel Checklists

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.


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

  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...


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

CentriQS Tasks Management Solution new

Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.

FREE Download CentriQS

Software  
CentriQS new -15% OFF
All-in-one business management software
for small and midsize enterprises

VIP Task Manager
Multi-user project management software
to plan, schedule and track project tasks.

VIP Checklists
More than 750 ready-to-use to-do lists
to plan your personal and business life

VIP Team To Do List
Professional task management software
to make and send team todo lists by email

VIP Organizer
Personal time management software
to organize time at home and at work

VIP Simple To Do List
Simple and effective to-do list software
to plan daily chores, trips, wedding, etc.

  Products *Solutions* Download Buy Support Contact My Account 

  Copyright 2004 - 2017 VIP Quality Software, Ltd. All Rights Reserved.

 
Site Map
Legal Information