Multi-Entity Financial Consolidation

A Sydney-based professional services group operating across nine separate entities struggled with inconsistent financial reporting and manual consolidation processes. Each business unit maintained its own financial systems and reporting structures, making it difficult for leadership to obtain a consistent view of organisational performance.

The finance team relied heavily on spreadsheets to consolidate financial results across entities for monthly reporting and board presentations. This manual consolidation process was time consuming and created a high risk of inconsistencies in KPI calculations, margin analysis and financial forecasts. Leadership lacked a reliable real-time view of EBITDA performance, profitability by entity and forward-looking financial projections.

As the organisation continued to grow, the complexity of consolidating financial data across multiple entities increased. Monthly reporting cycles required significant manual effort from finance staff, while executives often had to wait several days to receive updated financial insights.

Roar Data implemented a multi-entity Power BI financial reporting framework designed to centralise financial data across the organisation. Financial systems from each entity were integrated into a unified Power BI data model that standardised financial metrics, reporting logic and consolidation processes.

Executive dashboards were developed to provide leadership with real-time visibility into EBITDA performance, margin analysis, entity-level profitability and forward financial forecasts. These dashboards allowed executives to monitor financial performance across all entities simultaneously and identify trends or risks much earlier in the reporting cycle.

Following implementation, the organisation reduced its monthly close process by 50% while board reporting preparation time dropped by 60%. Leadership gained faster, more reliable financial insights and improved visibility into performance across all nine entities.