Financial Reporting

A well-designed CPM system automates the gathering and consolidation of financial data, organizes data into a dimensional structure, and then makes it available for reporting. All the heavy lifting is done by the system, allowing finance professionals to quickly generate financial statements and management reports. Changes, such as a new organizational roll-up, or a newly acquired entity, are quickly integrated into the dimensional model and reports are automatically refreshed. Spaulding Ridge understands the needs of complex financial reporting. Our consultants work with Financial Reporting Directors to automate and streamline the reporting process and accommodate all internal and external reporting requirements by leveraging the OneStream Platform in the following areas:

  • Automated generation of Income Statement, Balance Sheet, and Cash Flow
  • Drillable Reports that support multiple levels of consolidation
  • Guided Reporting that allows mix-and-match of row and column sets
  • Reporting by legal entity, business unit, and other dimensions
  • Parameter-driven reports, charts, and books
  • Presentation-quality financial statements ad production reports
  • External reporting for 10-Q and 10-K publication
  • Internal management reporting & dashboards
  • Interactive management dashboards that combine financial and operational metrics
  • Ad-hoc reporting via the OneStream add-in for Excel
  • Integration of OneStream objects with Excel, Word, and PowerPoint presentations
  • Activity Reports to reduce the cost and effort of internal/external audits

Contact us to find out how we can help you automate and improve your Financial Reporting process with OneStream Software.

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