Business & Risk Advisory Services


  • ERM & assessment
  • Financial, IT & operational audit: COSO: COBIT
  • Compliance & SOX
  • Internal control design and assessment
  • Project management & delivery
  • Process mapping & improvement
  • Cycle time & cost reduction
  • Data analytics & root cause analysis
  • Special investigations & audits
  • QAR of Internal Audit
  • Value Stream mapping
  • Program/Function review
  • Revenue Leakage recapture
  • Finance & business process redesign
  • Working capital improvement: Pricing, OTC/PTP & Inventory
  • Procurement & Purchasing Card program
  • ERP business requirements
  • Business partnership with mgmt.
  • Benchmarking & best practices
  • Accounting close/reporting process
  • Revenue process and recognition
  • Billing and AR management
  • FP&A and reporting;  KPI’s
  • Budgeting and forecasting
  • Price/volume/mix, margin and expense analysis
  • Data warehouse & decision support
  • TQM: Quality improvement

Success Stories:

  • Performed successful Quality Assessment Reviews of Internal Audit functions raising the performance and stature of IA through greater responsiveness to customers and stakeholders, and stronger adherence to Institute of Internal Auditors, professional practice standards.
  • Assessed business acceptance practices for underperforming business unit.  Generated a pricing and margin “waterfall” analysis helping business unit achieve 3 – 5% pricing optimization and higher margins for technology component manufacturer, as well as improving transaction management and control.
  • Created new corrective action, follow-up process and model for multi-location client to monitor and report results for over 100 recommendations to senior management and Audit Committee ensuring prompt implementation.
  • Delivered a procurement bid and award process audit, assuring competitive bidding and best value for $260 million annual spend of a growing services provider.  Protected company’s most important asset – its reputation.
  • Managed comprehensive study for $40M Intellectual Property & Technology Transfer program of growing research university system affecting organization, process and system change. This resulted in new governance and operating model to accommodate planned growth, enhance revenue, and increase accountability for program results.  Program grew to over $70 million.


“Internal Audit shops have to be more focused on the added value that we bring to our business partners….It’s not just about auditing. It’s about auditing, consulting and training.  Auditors in today’s world have to make sure they get beyond exception reporting and find ways to take their findings and turn them into valuable information, not just data.  That turns our job into consulting…turning into process owners and giving invaluable insight into why things are working or not working as efficiently or properly as the company wants

VP – Internal Audit, Compliance & Ethics at an industry leading company


(T) 508.878.5570

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    • " I highly recommend Alan's consulting, internal audit and management capabilities!  He was innovative, results focused, generated meaningful improvements, and a valuable resource that worked well with all parties.   It was a pleasure working with him."        

      — Chief Financial Officer & Treasurer, decentralized services company

    • “Alan worked for our company providing an audit of our department. His participative, non-threatening approach during the interview process, along with his thoroughness, resulted in a successful compilation of data that enabled a list of audit recommendations that were value added and meaningful." Top qualities: Personable, Expert, High Integrity

      — Director of Purchasing, fast growing services company

    • “Alan has performed many consulting reviews for (us)..., including risk assessments, compliance auditing, and program reviews. He has always come through with the expectations of our contract, and I gladly look to Alan for future assistance. He is a true professional! " Top qualities: Great Results, High Integrity, Creative

      — Associate Vice President & Director, Audit Services of leading higher education organization

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