Leading Insurance Company Engages DLC to Leverage Technology to Improve Accounting Team Operations

Overview and Project Background

A leading insurance company engaged DLC to help lead finance and accounting system and process improvements after identifying operational inefficiencies.

After multiple acquisitions and the implementation of a new ERP system, the client needed to establish a formal structure to manage and report on the monthly accounting close across multiple business segments. Focused on continued growth and large-scale system upgrades, the internal team did not have the resources available to address inefficiencies in accounting operations. Due in part to acquisitions and employee turnover, individual business segments became siloed, failing to leverage scale and existing systems in the accounting close process.