Experience
Selected experience.
ERPM cloud transformations across FP&A, consolidation and close, account reconciliation, data integration and master data management — for finance teams in financial services, the public sector, transport, energy and technology.
Client names are withheld to respect confidentiality. Engagements include work delivered by our founder in previous roles, including at Oracle and PwC.
EPM & ERP experience
The systems behind the numbers.
Every engagement below sits on EPM, ERP or both. Here’s the software we’ve worked with in each.
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01
EPM
Planning, consolidation, close, reconciliation and master data. Most engagements run on Oracle Cloud EPM, alongside OneStream, Anaplan and CCH Tagetik.
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02
ERP
Planning models built from the Fusion general ledger, and integrations from Oracle Fusion ERP (GL, AP, Procurement, Expenses), Oracle HCM and SAP S/4HANA.
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03
Reporting & analysis
Board packs, management reporting, dashboards and financial analysis.
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04
Data & automation
The integrations, pipelines and automation that keep the numbers flowing.
Engagements
ERPM transformation in practice.
Showing all engagements
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Budgeting, forecasting & executive reporting
Defined the target budgeting, forecasting and reporting operating model with Finance Directors and the FP&A team, then delivered the planning and reporting capability behind the full annual planning cycle and in-year re-forecasts.
What we delivered
- A governed planning chart of accounts, cost centre and hierarchy model built from the Fusion GL, so budget, forecast and actuals reconcile
- Budgeting, forecasting, workforce planning and financial reporting for the full planning cycle
- Board packs with real-time budget vs actual variance, forecast tracking, KPIs and commentary
- Automated management and statutory reporting, with scenario runs cut from hours to minutes
Impact
Real-time financial insight for executives, with far less manual pack preparation and stronger accuracy, governance and auditability.
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Strategic workforce planning
Led delivery of a strategic workforce planning capability integrated with the financial plan, linking establishment, headcount and pay cost forecasting directly to the budget.
What we delivered
- Workshops defining workforce drivers, assumptions, forecast horizons and reporting
- Automated data collection, calculation and reporting workflows
- Leadership of a cross-functional delivery team, with cost and resource control
Impact
Manual workforce planning effort reduced by around 70%, with strong user adoption.
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Multi-platform planning, budgeting & forecasting
Delivered planning, budgeting and forecasting solutions across Oracle EPM, OneStream and Anaplan for insurance, chemicals and banking clients.
What we delivered
- OneStream planning and metadata for a specialty chemicals group: tax hierarchies, business rules, cube views and security
- An ESG planning solution for an insurer: hierarchies, drivers, business rules, dashboards and diversity reporting
- Management reporting for enterprise insurers, with Smart View for flexible offline analysis
- Managed support across clients: change requests, adjustment periods (P13) and period hierarchies
Software
Hands-on design across three EPM platforms — Oracle, OneStream and Anaplan — so recommendations start from the finance process rather than the product.
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Financial master data governance
Migrated enterprise financial master data — chart of accounts, cost centres, legal entity and management hierarchies — from on-premise DRM to Oracle EDMCS, modernising governance across the finance estate.
What we delivered
- Approval workflows and controls so chart of accounts and hierarchy changes flow consistently into planning, consolidation and profitability reporting
- Rebuilt validations, audit reporting and exports, integrated with Snowflake and the consolidation platform
- Redesigned hierarchies and mappings to improve data quality
- Support for financial, workforce and capital planning delivery
Impact
A fully auditable master data framework that protects period-on-period comparability of reported numbers.
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Consolidation, close & reconciliation
Led end-to-end group consolidation delivery supporting compliant statutory and management reporting, with close and reconciliation processes designed for control.
What we delivered
- Chart of accounts, metadata, data integrations and consolidation process design
- Consolidation rules, intercompany eliminations, currency translation and journals
- Close workflows, dashboards and reconciliation reporting
- Automated data loads and platform administration
Impact
A faster, better-controlled close with improved reporting accuracy and governance.
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ESG planning & sustainability reporting
Defined ESG planning, metric definitions and regulatory reporting requirements with senior finance and sustainability stakeholders, and designed a model integrated with the group planning and consolidation platforms.
What we delivered
- ESG planning and metric requirements, defined with finance and sustainability leaders
- Design workshops and implementation planning
- Delivery management and quality assurance
Impact
Structured ESG planning aligned to evolving regulation, on a platform built to scale.
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Driver-based planning & forecasting
Defined the planning drivers and forecasting logic linking operational activity to financial outcomes, and implemented driver-based models for long-range forecasting and faster in-year re-forecasting.
What we delivered
- Planning drivers and forecasting logic, defined with senior business stakeholders
- Scalable driver-based models for workforce and financial planning
- Delivery governance across a team of functional consultants
Impact
More accurate forecasts and faster, more agile in-year re-forecasting.
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Cash flow forecasting & reporting
Delivered an enterprise cash flow forecasting and reporting solution, improving group-wide visibility of the cash position and strengthening executive decision-making.
What we delivered
- Reporting requirements and future-state cash reporting design, agreed with executive finance
- Delivery from workshops through implementation and production support
- Commercial control of delivery time and cost
Impact
Clearer visibility of group cash and stronger management reporting.
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Predictive cash forecasting
Led proofs of concept and client demonstrations of predictive cash forecasting, showing finance teams forecasts built from their own receivables and payables data.
What we delivered
- Proof-of-concept workshops and client demonstrations throughout the pre-sales cycle
- Prototype forecasting solutions running on client receivables and payables data
- End-to-end forecasting solution architecture and integration strategy, defined with sales and solution engineering teams
- Advice to finance teams on forecast methodology, implementation approach and business value, with proposals and technical responses
Impact
Greater client confidence through successful proofs of concept, helping to open new EPM opportunities.
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Workforce & financial planning modernisation
Brought workforce and financial planning together in one connected planning environment covering both headcount and financials.
What we delivered
- Migration of historical workforce and financial planning data
- Integration linking HR, consolidation and planning, so headcount, pay cost and actuals feed the plan automatically
- Workshops defining the future-state planning calendar, process and reporting
Impact
No more manual re-keying, with better planning data quality and consistency.
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Capital planning & investment governance
Delivered an end-to-end capital planning capability supporting strategic investment planning, capex phasing and expenditure governance.
What we delivered
- Capital planning aligned to investment governance processes
- Requirements and roadmap agreed with senior stakeholders
- Executive reporting on the capital investment portfolio
Impact
Better visibility of the capital portfolio and stronger governance over investment decisions.
More experience
Across the finance systems landscape.
Further engagements across finance data, integration, reconciliation and consolidation — including one of the UK’s first Oracle EDMCS implementations.
| Industry | Engagement | Software |
|---|---|---|
| Fuel supply | One of the UK’s first Oracle EDMCS implementations, synchronising planning, consolidation and the general ledger | EDMCS · Fusion GL |
| Life sciences | End-to-end integration connecting Oracle Fusion ERP and HCM to planning, with SQL-based mappings and user training | Fusion ERP & HCM · EPM Planning |
| Imaging & office technology | Centralised metadata and mapping solution synchronising Fusion, planning and consolidation | EDMCS · Fusion ERP |
| Asset management | Consolidation integration with SAP S/4HANA: mapping, reconciliation and validation for group reporting | FCCS · SAP S/4HANA |
| Central government | Lead architecture for financial data integration, mapping source finance data into planning at scale | Data Management · EPM Planning |
| Home services | Multi-source, multi-target finance data integration and enterprise data management | Data Management · EDM |
| Customer data science | Governance-driven metadata integration aligned to planning and reporting | EDMCS · EPM Planning |
| Semiconductors | End-to-end account reconciliation integration and reconciliation processes | ARCS · Data Management |
| Grocery retail | Planning metadata and hierarchy management across multiple dimensions | DRM |
| Multi-entity group | Group consolidation and close, with ESG metrics and KPIs integrated into management reporting | CCH Tagetik |
| No further engagements for this selection — see the featured engagements above. | ||
Facing a similar challenge?
Tell us about your planning, forecasting or reporting goals and we’ll share how we’d approach them.
mohammed.mukith@mmetrix.co.uk