The Siegfried Group

🔍Process improvement: Creating clarity and transforming financial reporting🔍 The Challenge: A global consumer goods company embarked on a large-scale transformation initiative to implement brand-level P&Ls across their business. The Solution: Siegfried deployed an ambitious project management professional with deep interest in financial reporting, ERP system integrations, and process optimization to: 📊Enhance financial visibility 🧠Drive strategic decision making 🎯Align resources with performance insights at the brand level How Siegfried transformed complexity into clarity under client direction: https://hubs.ly/Q03TzZbl0 ✨Ready to tackle a large transaction or financial transformation in your organization? Connect with us, and learn how Siegfried's strategic service offering can help you! #ProcessImprovement #FinancialReporting #ProjectManagement #ChangeManagement #ProcessDocumentation #ERPIntegration #StrategicCommunication #Transformation #ClientSuccess

Victoria Forbes, Senior Manager and Relationship Team Leader in Charlotte, hosted a night full of strikes, smiles, and stronger connections at Pins Mechanical Co. Between energized games of duckpin bowling, pizza to go around, and plenty of laughter, the event brought Siegfried and external professionals together outside the office. “Thanks to everyone who joined and helped make it such a memorable evening!” said Victoria.

A Fortune 50 food and beverage company needed more than just technical help when they hit roadblocks during an SAP S/4HANA rollout – they needed leadership. 💡 That’s where Siegfried came in. Siegfried professionals stepped in to resolve a $51M fixed asset backlog, automate manual reporting, train new team members, and strengthen cost accounting.   Read how Siegfried served as a strategic partner for a seamless transition: https://lnkd.in/gTf2ZB-h   #SystemImplementation #ProcessEnhancement #ERP #SAPS4HANA #Automation #DataMigration #ChangeManagement #Reporting #FixedAssets #CostAccounting #ProjectManagement #ClientSuccess #Transformation

🌱At Siegfried, we encourage and invest in transformation.🌱 We understand that by committing to positive change, facing challenges with ambition, and adapting to an ever-evolving external environment, exponential growth is not just possible, but probable. Transformation shapes our Higher Purpose and drives everything we do – including our MY Journey® program for our professionals. Transformation is a lifelong process. But it’s possible when you have the courage, clarity, and mental agility to follow your dreams – which is what MY Journey® helps teach! ✨Dive into Siegfried’s 30th live MY Journey® event in Las Vegas: https://hubs.ly/Q03TzTF70 #MYJourney #IndividualLeadership #Transformation #ExponentialGrowth #Courage #MentalAgility

🚀 The Challenge: A Fortune 500 company faced a large acquisition, intricate financial and regulatory challenges, and a lack of internal capacity. 🌱 The Solution: Siegfried stepped in to assist with SEC reporting and compliance, purchase accounting, risk and controls assessment, data migration, and cross-functional coordination and stakeholder alignment. See Siegfried’s impact: https://bit.ly/3UhTeYb #MergersAndAcquisitions #SECReporting #PurchaseAccounting #RiskandControlsAssessment #DataMigration #Collaboration #ClientSuccess #Transformation

San Francisco Team Leader Nayan Kaur, CPA and Silicon Valley Relationship Team Leader Joel Ague unleashed meaningful conversations and creativity with their close connections at a candle-making class. “We shared our creative sides and bonded with one another as we physically bonded the hot and cold wax,” said Joel. “Our favorite part of the evening was going around the table and hearing everyone’s best memory/tradition related to Halloween!” reflected Nayan.

Spencer has long been energized by learning and expanding his knowledge across accounting and finance. It was this enthusiasm for new experiences that drove him to Siegfried’s business model – where he could explore a variety of project types and roles following a four-year stint in public accounting. 🤝As Siegfried continues to grow across the country, we are looking for interested and talented professionals to join our dynamic team. To learn more about Siegfried, or refer a friend, visit https://hubs.ly/Q03NN3Nf0 🚀Spencer’s full story on the Siegfried Blog: https://hubs.ly/Q03NN3nh0

This September, prior to accepting the 2025 Pete du Pont Freedom Award, Rob Siegfried hosted a Pete du Pont Freedom Foundation CEO Series on entrepreneurial leadership with many of Delaware’s eager and interested small business owners. 💡 Rob shared his insights on the Angels and character ethic that have framed his over 35-year journey as an entrepreneur – discussing courage, empathetic imagination, patience, persistence, and humility as key for individual leadership and growth. More on entrepreneurial character ethic and the freedom to dream: https://hubs.ly/Q03Q_Zwx0

Siegfried’s 30th MY Journey® event featured meaningful moments of courage from several Firm professionals who took to the microphone to share their stories. These sparks of vulnerability, participation, and growth from our people are what make this event continually special. Shoutout to Erick Morales, Paige Fehskens, CPA, Johnatan A. Milton, CPA, Pooja Patel, Mohammed Wasif, CPA, Nik Banerjee, CPA, David Higham, CPA, Summer E., Troy Kavana, CPA, Christopher Lenahan, CPA, Mary Cate (Cassidy) Wampler, MBA, Brian Mischler, and Michelle Parrish – your contributions allow us to live out our higher purpose, helping people transform themselves into better leaders to exponentially improve their lives. ✨ 🌱 Read more: https://lnkd.in/g5MXBTY3 #MYJourney #IndividualLeadership #Transformation #ExponentialGrowth #Courage #MentalAgility

📈How Siegfried drives IPO Readiness📈 When a high-growth AI company was preparing for initial public offering (IPO), a team of approximately 37 Siegfried professionals delivered IPO-ready infrastructure with trusted leadership and execution under client direction: ✅On-track SEC filings ✅Revenue operations and audit support ✅System implementation and optimization ✅Collaborative synergy and improved executive bandwidth Explore how Siegfried’s relationship-driven approach positioned the client for long-term, public company success: https://hubs.ly/Q03SSRql0 #IPOReadiness #SECReporting #S1Filing #LeaseAccounting #RevenueRecognition #ProjectManagement #SystemImplementation #Transformation #ClientSuccess