Learn how AIT, a WilliamsMarston Company, advised a portfolio company on financial reporting automation and the implementation and optimization of OneStream, enabling the organization to achieve greater clarity, control, and scalability.
Read the Case StudyCase Study
PE-Backed Civil Engineering Firm Unifies Financial Reporting & Accelerates Close with OneStream
Discover how AIT, a WilliamsMarston Company, helped a PE‑backed civil engineering firm replace manual, Excel‑based reporting across five ERPs with a unified platform that accelerated close, improved accuracy, and scaled to support its buy‑and‑build strategy.
The Challenge
The firm’s existing fragmented ERP data and manual Excel processes slowed reporting and hindered acquisition scalability.
Monthly reporting relied on a large Excel workbook that pulled data from more than five ERP systems, requiring days of manual preparation and creating substantial manual-error risk. Finance needed a faster, more reliable way to centralize and unify financial data to improve accuracy and reduce prep time. The team lacked the ability to generate accurate reports quickly and support ad hoc reporting needs. The prior setup did not seamlessly support future acquisitions central to the company’s buy‑and‑build strategy.
The Solution
AIT designed and delivered a comprehensive OneStream solution that unified financial data, automated reporting processes, and prepared the organization for continued growth.
A centralized chart of accounts was established, and financial data from multiple systems was unified into a single reporting structure. The solution included a direct connection to Eltek VantagePoint and standardized flat‑file uploads for other ERP systems, enabling consistent and consolidated reporting.
Automated consolidations were implemented alongside external and management reporting, standardized statement of cash flows and rollforward reporting, and intercompany solutions. AIT also introduced a repeatable M&A onboarding playbook to streamline the integration of newly acquired entities. All core financial statements, including cash flow and bank reporting, were fully populated in OneStream to ensure consistent and accurate reporting across the organization.
To support leadership decision‑making, the solution included executive dashboards, driver‑based planning capabilities, and detailed workforce planning, enabling improved forecasting accuracy and enhanced visibility into financial performance.
OneStream Solutions Delivered
- Phase 1: Consolidations & Automated External / Mgmt. Reporting, Automated SCF and RF forms, I/C Solutions, Rapid M&A Onboarding Playbook
- Phase 2: Executive Dashboarding, Driver-based Planning, incl. People Planning
The Result
Following implementation, five ERP systems were unified into a single reporting structure, and manual Excel‑based processes were eliminated, enabling faster production of financial statements and KPI reporting.
The solution was deployed across subsidiaries in a rapid 14 week implementation, delivering automated consolidated financials, including cash flow and bank reporting.
With manual preparation significantly reduced, the finance team shifted its focus from spreadsheet maintenance to analysis and strategic decision‑making. The organization now operates on a scalable financial platform that supports ongoing growth and efficient integration of future acquisitions.
THE TEAM RESPONSIBLE
Ready for clear guidance and powerful outcomes? Reach out to the team today.
Meet the Entire Team
Ryan Diehl
Partner – OneStream Practice Leader
Ryan brings more than 17 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation, planning and reporting environments.
Before joining WilliamsMarston, Ryan was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ryan was a Senior Director at Alvarez & Marsal where he advised clients in the Energy and Distribution industries on financial close consolidations, budgeting and forecasting transformations, long‑term strategic financial modeling, and improved end‑of‑period and SEC reporting processes. He has deep experience managing enterprise financial software implementations, including OneStream XF, SAP BPC, and Hyperion Planning, Essbase, and Hyperion Financial Management.
Ryan is a Certified Public Accountant in the State of Texas and is a OneStream Certified Professional (OCP) – Lead Architect R1.
Ryan holds a Master of Science in Finance from Texas A&M University and a Bachelor of Business Administration degree in Accounting from Texas A&M University.
Ben Novak
Partner – OneStream Practice Leader
Ben brings more than 18 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation and reporting environments.
Before joining WilliamsMarston, Ben was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ben held roles in management consulting and corporate finance, focusing on financial reporting, close management, budgeting and forecasting, and broader FP&A initiatives. Throughout his career, he has driven a meaningful impact through process improvement and standardization initiatives, system implementations, and cost reduction projects.
Ben is a OneStream Certified Professional (OCP) – Lead Architect R1 and serves on the OneStream Partner Advisory Board. He has led more than 120 OneStream projects for over 50 clients across a wide range of industries and company sizes, delivering functionality including consolidation, annual budgeting, rolling forecasting, long range planning, people and capital planning, account reconciliation, transaction matching, task manager, close manager, guided reporting, parcel service, and more.
Ben holds a Bachelor of Science in Business Administration from the University of Missouri.
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