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Office of the CFO

Experts in accelerating execution and solving your business challenges

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We’ve been there, solved that.

SolomonEdwards delivers integrated solutions across the Office of the CFO (OCFO) to accelerate execution of core initiatives, advance strategic priorities and solve complex business challenges.

We partner with CFOs and finance leaders to drive measurable outcomes—whether navigating compliance requirements, transforming finance and technology, or executing critical transactions.

The Smarter, Agile Alternative to Big Consulting

Senior-level expertise that provides greater efficiency and cost effectiveness across these core areas of operation:

Accounting, Finance
and Tax

  • Technical Accounting
  • Close Optimization
  • Controllership
  • Tax Support
  • FInancial Operations

Finance Transformation

  • Target Operating Models
  • Process Optimization
  • Finance Modernization

Governance, Risk & Compliance (GRC)
and Enterprise Risk

  • SOX
  • Internal Controls
  • Risk Management
  • Regulatory Compliance

M&A Lifecycle Solutions

  • Buy and Sell-side Support
  • Integration
  • Carve-Outs
  • Technical Accounting
  • Controls

Technology Solutions

  • Data & Analytics
  • Technology Enablement
  • Enterprise Applications (ERP)

Accounting Solutions

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

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

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

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

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

Governance, Risk & Compliance

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

M&A Lifecycle Solutions

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

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

Move faster and with confidence through PMO leadership, execution discipline and transformation planning.
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Technology Innovation & AI

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

The Smarter, Agile Alternative to Big Consulting

Senior-level expertise that provides greater efficiency and cost effectiveness across these core areas of operation:

Accounting, Finance & Tax
  • Technical Accounting
  • Close Optimization
  • Controllership
  • Tax Support
  • FInancial Operations
Finance Transformation
  • Target Operating Models
  • Process Optimization
  • Finance Modernization
Governance, Risk & Compliance (GRC)
and Enterprise Risk
  • SOX
  • Internal Controls
  • Risk Management
  • Regulatory Compliance
M&A Lifecycle Solutions
  • Buy and Sell-side Support
  • Integration
  • Carve-Outs
  • Technical Accounting
  • Controls
Technology Solutions
  • Data & Analytics
  • Technology Enablement
  • Enterprise Applications (ERP)

Accounting Solutions

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

Corporate Tax Solutions

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

Data Solutions

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

Enterprise Applications

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

Finance Transformation

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

Governance, Risk & Compliance

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

M&A Lifecycle Solutions

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

Private Equity Services

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

Program & Project Management

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

Technology Innovation & AI

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

Our Flexible Engagement Models

Practical expertise, personalized partnership and proven results that drive measurable business impact.

Staff Augmentation

On-demand talent to fill resource gaps

Outcome-Driven Projects

Results-focused teams for critical initiatives

Managed
Services

Scalable support with performance oversight

Fractional Leadership/ Advisory Support

Interim leaders for strategic direction

Strong Industry Focus

We bring practical, cross-functional solutions to the industries where complexity meets consequence. From navigating regulatory shifts to modernizing operations, our teams deliver outcomes that reflect a deep understanding of sector-specific risks, growth pressures and stakeholder expectations across these industry specialties:

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How We Deliver Value

Proven Experience & Methodologies

Every engagement is backed by our Service Quality Process, a repeatable framework that drives consistency, accountability and results.

Outcome-Driven Approach

We prioritize execution with clear ownership, structured delivery and measurable  business outcomes.

Innovation Through Integration Solutions

We connect data and tech expertise to accelerate delivery and drive efficient, scalable outcomes on time and on budget.

Our Office of the CFO Experts

Former finance leaders and subject matter specialists who understand the demands of modern finance functions. Whether addressing technical accounting, optimizing close cycles, implementing systems, or enabling FP&A, we provide hands-on support that minimizes ramp-up time and drives long-term impact.

Janine Koch

Principal, Governance, Risk & Compliance

George Kelly

Managing Partner, Office of the CFO

Alec Elmore

Partner, Technology Enablement

Mike Vanscoy

Principal, Technical Accounting & Advisory

John Schroeder

Principal

Grant Moyer

VP, Technology Enablement

Rahul Merani

Partner

Patrick Coggins

Partner

Results in Action

We’ve been there, solved that. See how we’ve helped our clients improve their business operations and achieve sustainable outcomes.  

Simplifying Federal Tax Compliance During a Complex Divestiture

We supported a public company through a major divestiture, providing technical federal tax expertise during a high-stakes sale and helping the client meet critical compliance, reporting and audit needs—on time and with confidence.
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Delivering Metadata Tagging Support for a Global Entertainment Leader

We helped a leading global entertainment company enhance content discovery and distribution for its streaming platforms through expert metadata tagging and library operations support. By embedding a purpose-built team within the client’s ecosystem, we enriched content with detailed contextual data, optimized ad placements, and supported downstream distribution workflows—improving operational efficiency and, ultimately, the viewer experience.
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Navigating Bankruptcy Emergence with Fresh-Start Accounting

Following a major merger, a newly formed multinational company required extensive accounting and finance support to navigate its emergence from bankruptcy, prepare SEC-compliant financial statements, and rebuild SOX compliance processes. Our team provided fresh-start accounting, project management and advisory support across 240-plus legal entities, ensuring accurate restructuring entries, regulatory readiness, and seamless execution of eight concurrent bankruptcy emergence projects.
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Driving Financial Transformation in O2C, P2P & R2R

Following a series of acquisitions over the years, a leading industrial services provider needed to streamline and standardize its finance operations. SolomonEdwards led a finance transformation initiative focused on order-to-cash (O2C), procure-to-pay (P2P) and record-to-report (R2R) processes. The engagement included taxonomy mapping, ERP workflow optimization, SOP development, and AP and AR stabilization efforts, resulting in improved cash flow, operational consistency and system automation.
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M&A Integration and Spin-Off Support for a Global Chemical Manufacturer

A global industrial chemicals manufacturer faced the dual challenge of executing a major merger and following it with two spin-off transactions—all while operating on an outdated ERP system with labor-intensive consolidations processes. SolomonEdwards led the carve-out, aligned consolidations data, and integrated processes into newly formed standalone companies, ensuring accurate SEC reporting and smooth operational transitions.
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PE‑Backed Finance Transformation for Scalable Growth

After acquiring three separate clinical trial management sites, a private equity-backed company engaged us to unify operations, establish robust financial processes and position the (merged or combined) business for sustainable growth through future acquisitions.
Read Full Case Study

Standardizing Tax Technology Across a Complex Multinational Enterprise

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Delivering Long-Term Value Through International Tax Expertise

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Refreshing the Accounting and Reporting for a Tech Start-Up

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Office of the CFO Insights

The Future of Banking Is Hybrid: How Crypto-Backed Mortgages Are Rewiring Traditional Finance

From ACH to Crypto (and Back Again): Inside the Next Wave of Payment Modernization

The Data-Driven Auditor: Turning Insight into Impact in the New Era of Internal Audit

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