AGT | Finance Transformation Case Study

Strengthening Finance Operations Through Merger Integration

How AGT helped a major retail organization stabilize finance operations, accelerate talent deployment, and support a complex post-merger consolidation.

Client
U.S. Office Supply Retailer
Mission
Finance Integration & Merger Continuity
Platform
SAP, Oracle & FICO Reporting Environment
Services
Finance & Accounting Support, Workforce Deployment, Merger Integration & Financial Systems Expertise
Two Organizations, One Operation Illustrative
STREAM A STREAM B COMPANY A Accounting People Processes COMPANY B Accounting People Processes MERGER INTEGRATION PEOPLE / PROCESSES / SYSTEMS ONE FINANCE OPERATION CONTINUITY MAINTAINED THROUGHOUT
Overview

Two organizations.One finance operation.

A major U.S. office supply retailer had recently completed a merger and began consolidating operations across multiple locations. As part of the integration, the company needed to bring people, processes, and accounting functions together while maintaining business continuity.

The consolidation introduced several operational challenges. Two accounting systems had to run in parallel until integration was complete, staffing levels were disrupted by relocation and employee departures, and the organization needed experienced finance professionals who could become productive immediately.

AGT supported the merger by combining proactive workforce planning, targeted recruiting, and finance-domain expertise to help stabilize accounting operations and keep the integration program moving forward.

ORGANIZATION A ORGANIZATION B CONVERGENCE
The Challenge

Integration under pressure

The merger required the client to integrate finance and accounting operations while simultaneously managing a major headquarters consolidation.

Two separate accounting systems needed to operate in parallel during the transition. Several employees left before the consolidation was complete, creating staffing gaps, and the company needed temporary finance and accounting professionals quickly. New hires needed prior merger experience where possible, SAP or Oracle expertise was highly preferred, and financial analysts with SAP FICO reporting experience were required.

The project timeline demanded rapid staffing without compromising candidate quality. The client needed a partner capable of understanding the program quickly, anticipating workforce requirements, and delivering qualified professionals at speed.

PRESSURE DIMENSIONS People Processes Accounting Systems Staff Disruption MERGER PROGRAM CONSOLIDATION UNDERWAY Timeline Finance Continuity SAP / Oracle FICO Reporting SIMULTANEOUS DEMANDS ON ONE PROGRAM
Multiple demands converging on a single consolidation program Illustrative
Parallel Systems

Two accounting systems, running at once

Until integration was complete, both environments had to keep operating. That created a workforce requirement as much as a technical one.

TRANSITION PERIOD INTEGRATION COMPLETE SYSTEM A ACCOUNTING ENVIRONMENT SYSTEM B ACCOUNTING ENVIRONMENT PARALLEL OPERATIONS BOTH ENVIRONMENTS SUPPORTED SAP ORACLE SAP FICO REPORTING PLATFORM EXPERIENCE SOUGHT IN CANDIDATES INTEGRATION COMPLETE
Both environments operating until consolidation finished Illustrative

AGT’s role centered on the workforce required to keep both environments running during the transition, sourcing finance and accounting professionals with SAP, Oracle, and SAP FICO reporting experience.

The AGT Solution / The Merger Talent Mobilization Plan

Prepared before the program launched

AGT took a proactive approach to workforce planning and merger support before the formal project launch.

3+ Months Proactive Program Tracking

AGT tracked the consolidation program for more than three months before launch, meeting with the project director to understand objectives, timelines, and stakeholders, then defining skill sets and staffing requirements in follow-up sessions.

01

Understand

Objectives and timeline

02

Define

Roles and skills

03

Build

Candidate pipeline

04

Mobilize

National recruiting support

05

Deploy

Qualified finance talent

Continuity
Speed
Quality
  • Tracked the consolidation program for more than three months prior to launch.

  • Met with the project director to understand strategic objectives, timelines, and key stakeholders.

  • Conducted follow-up sessions to define skill sets, qualification criteria, and staffing requirements.

  • Built an advance pipeline of qualified finance and accounting professionals.

  • Sourced candidates with merger experience and expertise in SAP, Oracle, and SAP FICO reporting.

  • Mobilized experienced recruiters across multiple locations to support the initial hiring surge.

  • Accelerated candidate screening and submission to meet an aggressive project timeline.

  • Maintained a strong focus on both speed and candidate quality throughout the staffing process.

Rapid Deployment

Speed with quality

Program Start 58

Customer requirements released across six large staffing firms.

Fewer than 5 days 58

AGT resumes submitted in fewer than five days.

End of week two 112

Total candidates submitted by the end of the second week.

First interview round 14 of 15

AGT candidates hired during the first interview round for senior positions.

Figures as reported in the engagement record. No other metrics represented.

Impact

Merger continuity delivered

58 Requirements
<5 Days 58 AGT resumes submitted
112 Candidates by end of week two
14 of 15 Senior candidates hired in first round
~90% Successful placement rate
39 Contractors at peak
23 Converted to full-time

Figures as reported in the engagement record. No other metrics represented.

Successful transition of people, processes, and accounting functions

Stronger finance and accounting continuity throughout the consolidation

Rapid access to experienced finance talent

Support for a complex merger consolidation

Impact Statement

From merger complexity to stable, integrated finance operations.

Alliance Global Tech, Inc.

Why AGT

Beyond filling positions

AGT combines workforce strategy, finance-domain expertise, technology knowledge, and rapid delivery capabilities to help organizations navigate complex business transitions.

Our approach goes beyond filling positions. We work with stakeholders to understand program objectives, anticipate talent requirements, build qualified pipelines, and deliver professionals who can contribute quickly in high-change environments.

For merger integrations, finance transformations, and enterprise transitions, AGT helps organizations maintain continuity while building the workforce needed to move forward.

01

Merger Workforce Strategy

02

Finance & Accounting Expertise

03

SAP / Oracle Talent

04

Rapid Mobilization

05

Program Continuity

Keep Critical Operations Moving Through Change

AGT helps organizations navigate complex transitions by aligning workforce strategy, finance expertise, technology knowledge, and rapid delivery around the needs of the business.

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