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We’ve been there, solved that.

We’ve been there, solved that.

Delivering the experts to solve your business challenges, from common to complex

WHAT WE DO

SolomonEdwards is a national professional services firm with 25+ years serving the Office of the CFO (OCFO) with specialized industry concentration in Banking & Financial Services (BFS).

We pair seasoned industry practitioners—former bankers, regulators, controllers, tax leaders, product owners, data and tech operators—with a hands-on delivery model. We’re vendor-agnostic, pragmatic and flexible in how we deploy (specialists, squads, or full programs).

We bridge the gap between strategy, systems and execution, so you can move faster, stay compliant, and do more with less.

What business challenges do you need to solve?

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Strategic Advisory

Define the problem. Design the solution. Deliver the outcome.

SolomonEdwards partners with C-suite leaders to define what’s holding their organizations back—and design what comes next. We don’t just identify the right path forward; we build the roadmap and can stay to implement it. 

Technical Advocacy

We transform your data and technology into a strategic asset

—selecting, integrating, and optimizing the right systems, software and AI solutions to deliver business value. Our team bridges the gap between business strategy, operations and IT, particularly in environments with complex content, regulatory demands and evolving data ecosystems.

Unlike traditional implementation partners, our Technical Advocacy solutions represent your priorities, not vendor interests. We provide independent, cost-effective guidance and hands-on support to align systems with your goals, streamline processes, and empower your teams for long-term success.

Operational Execution

We provide the trusted workforce to power your critical workstreams.

From finance and risk to tech and transformation, our senior-level professionals bring hands-on expertise to execute your strategies with precision—freeing up your team to focus on what matters most. Our trusted professionals own the outcome, delivering consistent results across compliance, transformation and strategic priorities.

Our Services

We’ve been there, solved that. Our services are designed to enhance and support your company’s core functions, from financial management to technology enablement, ensuring you stay ahead in a competitive marketplace.

Accounting Solutions

Support growth and scale with flexible accounting services, from day-to-day support to technical and year-end prep.

Corporate Tax Solutions

Solve for tax complexity and scale with on-demand talent, compliance support and strategic tax advisory.

Data Solutions

Enable better finance decisions through master data governance, reporting readiness and integrated architecture.

Enterprise Applications

Maximize your ERP investment with selection, implementation, optimization and finance-focused enhancements.

Finance Transformation

Modernize finance through process redesign, tech enablement and cross-functional optimization across O2C, P2P and R2R.

Governance, Risk & Compliance

Build and mature your risk and compliance program with integrated controls, monitoring and aligned governance.

M&A Lifecycle Solutions

Drive value across the deal lifecycle, from readiness and diligence to integration and finance optimization.

Private Equity Services

Support the office of the CFO in PE-backed companies through periods of transition, transformation and growth.

Program & Project Management

Move faster and with confidence through PMO leadership, execution discipline and transformation planning.

Technology Innovation & AI/ML

Use data and AI to drive finance performance, from automation and forecasting to reporting and controls.

Data Solutions

Turn your data into a strategic asset with governance, quality, and analytics-ready architecture for banking & financial services needs.

Enterprise Risk

Elevate board oversight and risk transparency with program buildout, training and cross-functional governance support.

Financial Crimes

Stay ahead of AML, fraud and risk with flexible staffing and advisory solutions backed by industry expertise.

Governance, Risk & Controls

We help BFS institutions strengthen control frameworks, improve assurance coordination and meet regulatory expectations.

M&A Integration Services

Drive post-deal value with playbooks, roadmap design, system consolidation and functional finance integration.

Product Development & UAT

Launch and scale digital products with confidence through requirements design, agile builds and structured UAT.

Program & Project Management

Deliver critical initiatives on time and on target with disciplined execution from experienced banking & financial services program leaders.

Regulatory Compliance

Navigate evolving expectations with scalable compliance programs, readiness assessments and exam-driven responses.

Software Selection & Integration

Reduce risk and improve ROI with vendor-agnostic support across banking system selection, RFPs and integration.

Tech Innovation & AI/ML

Accelerate digital transformation with tailored AI, automation and modern data platforms for banking operations.

Professional Search

Our strategic professional search practice goes beyond the resumes to connect top-tier finance, accounting and business operations talent with leading employers. Our dedicated team places high-quality permanent talent that aligns with your business’ culture, goals and long‑term vision. Our consultative process and deep network ensure high‑impact, lasting hires that drive business success.

Real-World Results

See how we’ve helped clients improve their business operations and achieve sustainable outcomes.

Simplifying Federal Tax Compliance During a Complex Divestiture

Delivering Long-Term Value Through International Tax Expertise

Refreshing the Accounting and Reporting for a Tech Start-Up

Latest News

SolomonEdwards Acquires Pencek Advisors, Launches Private Equity Services Platform PHILADELPHIA – June 17, 2025 – SolomonEdwards, a national professional services firm focused on solving critical business challenges for companies undergoing

SolomonEdwards Acquires Steele Consulting PHILADELPHIA – December 3, 2024 – SolomonEdwards, a national professional services firm offering financial, operational and technology consulting along with operations support, today announced the acquisition

SolomonEdwards Acquires Dominion Advisory Group PHILADELPHIA – November 21, 2024 – SolomonEdwards, a national professional services firm offering financial, operational and technology consulting along with operations support, today announced it

John Gulnac named Chief Executive Officer Philadelphia, PA, July 31, 2024—SolomonEdwards announced today that John Gulnac has joined the firm as Chief Executive Officer and a member of the company’s

Are you ready for a role that will challenge and inspire you?

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