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Mary Grace

Accounting / Transportation / Travel
Senior Accountant & Revenue Supervisor

Month-End in Half the Time: How eFlex Transformed a Transportation Company's Revenue Cycle

Key Outcome
Oversaw revenue operations and senior accounting for a transportation and travel company, streamlining month-end close by 40% and delivering financial reports on time for the first time in two years.
For a transportation and travel company processing thousands of transactions per month, the month-end close process had become a multi-week ordeal that consumed the entire finance team and still produced reports that were 10 days late.

Mary Grace joined the team through eFlexervices as a Senior Accountant and Revenue Supervisor. Her mandate was clear: fix the close process, improve reporting accuracy, and give leadership the financial visibility they needed to run the business.

She started by mapping the existing close process in detail, identifying every step, every handoff, and every bottleneck. What she found was a process that had grown organically over years without any systematic design - full of redundant steps, unclear ownership, and manual data entry that introduced errors at every stage.

Mary Grace redesigned the close process from the ground up, building a structured close calendar with clear ownership for every task and automated reconciliation workflows for the highest-volume transaction categories.

Month-end close time dropped by 40%. Financial reports were delivered on time for the first time in two years. And the finance team was able to redirect the time saved from close activities into forward-looking financial analysis that gave leadership better visibility into revenue trends.

The transportation company's CFO described the improvement as transformational - not just in the numbers, but in the confidence that the leadership team now had in their financial data.

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