Your Edge in Finance Transformation

AlignEdge Advisory partners with organizations to evaluate their current finance and technology landscape, identify opportunities for efficiency, and execute targeted transformation initiatives.

We bridge Finance, IT, and Operations—ensuring systems, data, and processes work together to support the business effectively.

Where We Help Most

• Preparing for a major ERP implementation and needing clarity before design begins
• Experiencing post-go-live challenges and needing to stabilize finance operations
• Struggling with inefficient processes and inconsistent data across systems
• Not realizing expected value from Oracle Cloud or existing technology investments
• Lacking alignment between Finance, IT, and operational teams

What We Do

A structured, diagnostic approach to identifying inefficiencies and delivering targeted transformation.

• Technology & Finance Systems Assessment: Evaluate ERP, finance, and operational systems to identify inefficiencies, gaps, and optimization opportunities
• ERP Readiness & Post-Go-Live Stabilization: Prepare organizations for major ERP implementations and stabilize operations following deployment
• Oracle Cloud Advisory: Deep expertise across Oracle Financials, EPM, and integrations—supporting optimization, configuration alignment, and cross-functional impact analysis
• Data Standardization & Process Reengineering: Align data structures and redesign processes to improve accuracy, efficiency, and scalability
• Analytics & Decision Support Enablement: Strengthen reporting and data accessibility to support better decision-making

Why AlignEdge

• Former Vice President of Financial Systems & Process Improvement
• 20+ years leading ERP, finance transformation, and system optimization initiatives
• Deep expertise in Oracle Cloud Financials, EPM, and integrations
• Proven success in complex, multi-system environments
• Ability to align Finance, IT, and Executive leadership
• Trusted advisor to finance and IT leadership teams navigating complex system environments
• Focused on delivering outcomes—not just recommendations
• Engaged at critical inflection points where finance, systems, and execution must align

Recent Engagements

• Assessed finance systems and developed Oracle Cloud optimization roadmap for a healthcare organization
• Provided advisory support for payroll transformation and integration readiness
• Transitioned supply chain operations to Oracle's Mobile Inventory
• Stabilized financial close processes and technical support structure
• Redesigned financial systems and budgeting processes for a nonprofit organization
• Developed financial policies and automation for a charitable organization to increase efficiency and lower costs

Who We Serve

• Healthcare organizations (hospitals, clinics, MSOs)
• Staffing and workforce-driven organizations
• Nonprofit and mission-driven organizations
• Enterprises undergoing ERP or finance transformation

About

AlignEdge Advisory was founded to help organizations bring clarity and structure to complex finance and technology environments.

With over 20 years of experience leading ERP and financial systems initiatives, AlignEdge delivers a practical, execution-focused approach—helping organizations move forward with confidence through periods of change.