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Experience atOmnicom Group

Driving financial systems and automation across global teams.

Builder ofEnterprise AI Systems

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All enterprise work

Finance operations case study

Acquisition planning integration.

A controlled path for bringing acquired planning inputs into the target operating model.

FP&AIBM logoPlanning AnalyticsData integration
Ask the project copilotGrounded in this public-safe case study.

Business problem

What people needed to solve.

Acquired entities arrive with their own planning structures, ownership, fiscal calendars, and local records, and finance has to fold them into the target operating model without breaking reconciliation or losing cutover control. Done informally, entity onboarding drags across reporting periods and the combined forecast inherits gaps that are hard to trace later.

Decision frame

Questions the work needed to answer.

  • Which data maps to the target model?
  • What must reconcile before cutover?
  • Who signs off on the transition?
Interactive operating flowSelect any node for context or ask the AI guide.

Selected Operating layer

Mapping + controlled cutover

Mapped acquired planning inputs to the target model with defined validation checks and ownership at each transition point, then sequenced a controlled cutover and a post-cutover reconciliation and review step.

Implementation

From the business problem to a working operating model.

Mapped acquired planning inputs to the target model with defined validation checks and ownership at each transition point, then sequenced a controlled cutover and a post-cutover reconciliation and review step.

  1. 01

    Compared source and target planning structures.

  2. 02

    Defined mappings, validation checks, and ownership for each transition point.

  3. 03

    Prepared controlled cutover and post-cutover review steps.

Controls, approvals, and delivery constraints

The work around the work.

Enterprise systems change only when data, access, testing, ownership, and evidence move together.

  • Reconciliation is completed before business use.
  • Ownership and sign-off remain explicit through cutover.
  • No acquired-entity data or transaction information is shown publicly.

Prior art

How leading teams approach this.

Public references for the same class of problem, so this work can be read against how other organizations are building it.

Anaplan

Will Your Finance Technology Handle the M&A Wave?

Describes onboarding acquired entities within a single reporting period by mapping local records to corporate structures and aligning fiscal calendars, the same integration and cutover discipline applied here.

IBM

Revolutionizing budgeting and planning processes for a retail giant

Landmark Retail extended IBM Planning Analytics to legal-entity consolidation and financial statements across many countries and brands, showing how a shared planning model absorbs new entities with governance intact.

Public-safe outcome

Integration follows a repeatable path where mappings, reconciliation status, and sign-off are visible, so the combined planning view is usable for forecasting soon after close rather than after a long manual cleanup.