For a global real estate firm, maintaining financial accuracy and ensuring seamless system administration is crucial for operational success. Specializing in development, investment, and management, the client needed a strategic partner to refine their financial processes while optimizing their system functionalities. The challenge was to ensure precise reconciliation across accounts, manage efficient financial reporting, and maintain robust system access controls, all while improving Yardi system performance.

Gallagher & Mohan took charge by deploying a dedicated team to oversee financial data accuracy, reconciliation, and reporting processes. We implemented a structured approach that validated accounts across accounts receivable (AR), accounts payable (AP), and the General Ledger, ensuring consistency in intercompany transactions. Additionally, we optimized the client's Yardi system, configuring transactions and testing updates for improved data integrity.

Our collaboration enhanced system management, strengthened security, and improved reporting efficiency. With Gallagher & Mohan's expertise, the client gained accurate financial processes, streamlined system administration, and comprehensive reporting tools, enabling them to make informed decisions. This case study explores how our tailored solutions helped the global real estate firm achieve operational excellence while maintaining financial precision.