Philip Boken's Profile
Title:
Sr. Advisor to Finance Leaders
Company:
SSA & Company
Business Listing:
My experience spans 25 years across: finance maturity & transformation (including process assessment, roadmap development, and finance program management), public company readiness, spreadsheet risk management, “one version of the truth” in financial reporting and ERP readiness for finance. I lead a virtual team that identifies emerging issues and develops solutions associated with reducing manual effort in finance. I speak frequently at seminars on finance process optimization and my clients have included:
- Fortune 500 organizations and some of the world’s largest private companies
- Numerous high profile technology and internet based businesses
- Pre-IPO and newly public companies experiencing dramatic growth
As a consultant, I help organizations understand how to identify and realize opportunities for improving the efficiency and effectiveness of their finance function. I speak and write frequently on financial management issues, including a series entitled "Back to the Basics." My passion is based on helping my clients “focus on the right projects” and I have a true enthusiasm for developing both my client teams and my colleagues. Finance Operations Specialities include: - Finance Visioning, Consensus Building & Roadmap Development - Finance Maturity Process Diagnostics - “One Version of the Truth” in Financial Reporting - Spreadsheet Risk - Identification, Mitigation, Elimination - Post Acquisition Process Integration - Financial Close and Consolidation - ERP Readiness for Finance - Reconciliation “clean-up” and Enabling Recon Solutions - “Project to Process" - Cost Reduction and Turnaround Support - Public Company Readiness
As a consultant, I help organizations understand how to identify and realize opportunities for improving the efficiency and effectiveness of their finance function. I speak and write frequently on financial management issues, including a series entitled "Back to the Basics." My passion is based on helping my clients “focus on the right projects” and I have a true enthusiasm for developing both my client teams and my colleagues. Finance Operations Specialities include: - Finance Visioning, Consensus Building & Roadmap Development - Finance Maturity Process Diagnostics - “One Version of the Truth” in Financial Reporting - Spreadsheet Risk - Identification, Mitigation, Elimination - Post Acquisition Process Integration - Financial Close and Consolidation - ERP Readiness for Finance - Reconciliation “clean-up” and Enabling Recon Solutions - “Project to Process" - Cost Reduction and Turnaround Support - Public Company Readiness
Education
| University | Degree | Start Date (Year) | End Date (Year) | Activities and Societies | |
|---|---|---|---|---|---|
| University of California, Los Angeles | Extension Program Courses in Accounting | 1993 | 1996 | ||
| Loyola Marymount University College of Business Administration | Masters of Business Administration | 1992 | 1994 | International Studies and Internships in Europe, Asia and Russia / Eastern Europe | |
| Loyola Marymount University, College of Business Administration | Bachelors of Business Administration | 1981 | 1985 | Honors: Alpha Sigma Nu, Beta Gamma Sigma Activities: 4 Year Varsity Oarsman and Senior Year Team Captain. Candidate for US Lightweight Rowing Team '83 and '84. |
Experience
No experience information has been provided.
Expert Information
Areas of Expertise
Accounting Close Process, Business Restructuring, Enterprise Resource Planning (ERP) Apps, Financial Reporting, Improve Close Performance, Strategic Planning
| Expert's Bio | |
|---|---|
| Philip's 25 years of experience spans: finance maturity & transformation (including process assessment, roadmap development, and finance program management), public company readiness, spreadsheet risk management, “one version of the truth” in financial reporting and ERP readiness for finance. | |

