Links Advisory

Consolidated Financial Reporting in EBM Catalyst

Consolidated Financial Reporting in EBM Catalyst

Business Problem:

Client has 4 databases comprising 20+ trial balances that were manually consolidated each month for financial reporting.  With new finance leadership, the company wanted immediate process improvement and data governance over this month-end close financial reporting task, in addition to a more efficient way to evaluate global budgets and forecasts.

Consulting Services Provided:

Working with the CFO, Corporate Controller, and outside consultants, Links Advisory:

  • Evaluated the selected software platform for accomplishing business goals
  • Defined the account ID as a combination of legacy GL account + legacy Business Unit ID
  • Imported historical trial balances for previous five years and tied out to audit reports
  • Trained new team members on obtaining, formatting, and importing
  • Identified hierarchy of business units and business segments to enable efficient decision making with historical groupings of data that was previously available in prior reporting package


The following software platforms were involved in this project:

  • Catalyst by EBM Software
  • NetSuite
  • JDEdwards
  • BAAN
  • AS400
  • Microsoft Excel


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Elizabeth Adams

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