Data and Reporting Integrity
Data and reporting integrity desk review
Sampling-led review of management reporting packs, spreadsheet governance, and reconciliation controls.
Scope narrative
We traced a stratified sample of KPIs from board decks back to source systems, inspected version control for critical spreadsheets, and interviewed FP&A on manual adjustments. The tone stayed analytical and discreet for a public-company context.
What we examine
- KPI lineage sampling methodology
- Spreadsheet inventory with owner mapping
- Reconciliation control testing in read-only mode
- Close calendar stress points
- FX handling sanity checks
Transaction outcomes we highlight
- Audit committee received a plain-language variance note
- Two manual bridges tagged for post-close automation
- Finance leadership aligned on disclosure timing
Engagement FAQ
No. We highlight technical dependencies in reporting systems; accounting judgments remain with finance and auditors.
Field notes from prior sponsors
“The integrity desk review caught a KPI definition drift between regions. Not flashy, exactly what we needed before a quiet retrade conversation.”