Transforming Back Office Performance

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Enterprise Systems Create a Competitive Edge

Companieswithintegratedbackofficesystems&data-drivendecision-making arepullingahead,whilethosestuckwithfragmentedprocessesarefallingbehind.

APX Signature, a certified Workday™ MSP, bridges this gap by implementing and operating unified financial, HCM, and planning systems specifically designed to streamline back-office operations for middle market and PE-backed companies.

THEHIDDENCOSTOFANOUTDATEDBACKOFFICE

Most middle-market companies face the same challenge: their finance and

accounting functions consume excess resources instead of driving growth and

POWERFULENTERPRISESOLUTIONS,SIMPLIFIED

advancedplanningandanalytics,leadershipdevelopmentresources,anddynamic forecastingcapabilities.ThroughtheintegratedWorkdayplatformpoweredbyAIand processautomation,wedeliver:

Immediateclaritythroughtimelyreportingandanalytics

Accelerateddecision-makingwithdynamicforecastingcapabilities

Reducedoperationalcoststhroughstreamlined,automatedworkflows

Strategicleadershipdevelopmentthatbuildsinternalcapabilities

Thedifferenceisintegration.Whenfinancialsystems,workforcemanagement,and planningtoolsworkasoneplatform,yourback-officetransformsfromacostcenter intoacompetitiveadvantage.

BUILTFORMIDDLE-MARKETCLIENTS

Ourapproachcombinesstructuredbusinessprocesses,full-cycleaccounting, We understand your constraints. To keep pace, you need enterprise-level

The Case for Renovating the Back Office

TheGapBetweenVisionandReality. In an ideal world, finance teams provide accurate, timely reports highlighting critical performance metrics while maintaining careful stewardship of company resources. These fundamental responsibilities require advanced data systems, streamlined processes, and specialized expertise a combination that most middle-market companies simply don't have.

TheAIRevolutionisHere—AreYouReady? We’re at a pivotal moment where artificial intelligence is transforming how the back office operates. Soon, financial reports will conversationally interact with the person viewing the report. Machine learning capabilities are understanding how your business operates and identifying unforeseen risks and anomalies. Leveraging these capabilities, however, requires both advanced systems and people skilled in using them. Small and mid-sized companies often lack these resources and are falling further behind larger competitors.

TheTalentCrunchHitsHardestintheMiddle. Finding skilled corporate finance and HR professionals has never been more challenging. Middle-market companies face a unique squeeze: they're too complex for basic solutions but lack the resources to compete with large enterprises for top talent. The result? Key positions remain unfilled or team members are overextended.

LegacySystemsCreateHiddenCosts Many middle-market companies operate on outdated and disconnected software. These systems are expensive to maintain, impossible to scale, and can't take full advantage of AI automation. Ironically, companies often spend more on excess staff performing manual workarounds than they would on integrated solutions— while creating unnecessary risks.

ProcessControlsAreEssential.Without documented and system-managed business processes, small problems become big ones. In our experience, companies with weak financial controls also typically struggle with operational issues. The solution requires systems specifically designed to provide structure and transparency that enables better decision-making

Delays=MissedOpportunities. Late financial reports and surface-level analysis put your business at a competitive disadvantage. Real-time cost management, cash flow optimization, and capital investment tracking are necessities. Isolated spreadsheets with yesterday's numbers simply won’t cut it anymore.

BuildingaDreamTeamIsn'tRealistic. Middle-market companies need expertise in finance, accounting, HR, analytics, and strategic planning, but hiring full-time specialists in every area isn't financially feasible. Consultants offer temporary help at premium prices, but they often lack the current skills needed in rapidly evolving fields.

YourLeadersCouldBeStrategicGame-Changers. Too often, CFOs and CHROs get stuck in operational roles instead of driving business strategy. An evolved back office changes this dynamic. With the right systems and support, these leaders can shift from managing day-to-day tasks to strategic advisors who actively shape and execute business strategies.

Support for Growth and Value Creation

APX Signature gives middle-market and private equity portfolio companies direct access to enterprise-grade systems operated by specialists who live and breathe accounting, corporate finance, and human capital management. We deliver solutions that are fully operational, expertly managed, and rapidly deployed so you can focus on what drives your business forward.

As certified partners on the WorkdayGO™ platform, we bring you a comprehensive suite of integrated business management solutions built specifically for the middle market.

This unified platform delivers comprehensive human capital management, full-cycle accounting, advanced reporting, cash management, and financial planning with optional modules for project management, procurement, risk management, and powerful analytics through Prism or Tableau. Our team doesn't becomes your operating partner to deliver solutions with accountability, precision, and relevance to the needs of your business.

INTEGRATEDOPERATIONS,BUILTFORSCALE

Completebackofficebackbone:finance,accounting,HCM,analytics,and controls allsynchronizedandexecutedbydedicatedprofessionalswho understandyourindustry.

Audit-qualityprocessesandsystemsthatmeetregulatoryandcompliance requirementsfromthemomentyougolive.

Smartautomationanddataworkflowsdesignedforyourspecificindustry, thenconfiguredtomatchyourbusinessneedsandpriorities.

TOP-TIEREXPERTISE

Arosterofspecialistsinaccounting,FP&A,HCM,capitalmarkets,due diligence,andreportingfunctioningasyouroperatingteam.

Rapiddeploymentthroughrefinedprocessarchitectureonthe

AFOUNDATIONTOBUILDON

Unifiedreportingandmanagementoversightacrossallbusinessunits orportfoliocompanies.

Infrastructurethatscalesasyougrow,acquirenewcompanies,or expandintonewmarkets.

Real-timeperformancevisibilityandbusinessintelligencethatdrives decisions,notjustsatisfiesreportingrequirements.

With APX Signature, you get the systems, expertise, and execution power needed to operate with confidence and accelerate growth without the typical back-office bottlenecks and excess overhead that middle-market companies often experience

Benefits of an Managed Services Partnership

APXSignatureisbuilttoleveragetechnologiesthatenhancebothprecisionand transparency Ourplatformintegratesbest-in-classsystemswithstructuredbusiness processautomationtotransformyourfinancialperformanceandcompetitiveposition. HERE’SWHATYOUGAINFROMAMANAGEDSERVICESPARTNERSHIPWITHAPX:

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INSTITUTIONAL-GRADEINFRASTRUCTURE

Access a fully integrated system environment powered by Workday®, OneStream™, and Tableau® enterprise platforms specifically chosen to support advance planning, timely reporting, seamless integration, and continuous performance tracking.

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Your dedicated team includes seasoned professionals in accounting, financial planning, human capital, IT, reporting, and treasury each one fluent in your unique challenges and opportunities. New team members integrate quickly through proven onboarding processes and comprehensive training protocols.

SPECIALIZEDEXPERTISE SCALABLEDESIGN

We deploy a structured, multi-tenant framework that ensures consistent processes, efficient shared services, and standardized outputs across all business units or portfolio companies built to expand as your organization grows.

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ACCELERATEDEXECUTION

Through proven workflows, streamlined onboarding sequences, and extensive libraries of reports and industry best practices, APX Signature activates fully operational back office capabilities with a target of six weeks or less.

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ACCOUNTABILITYANDOVERSIGHT

Clear roles, defined approval limits, and comprehensive performance tracking make execution both measurable and consistent. Leadership teams receive reliable reports and actionable insights without getting bogged down in micromanaging back office details.

IMPROVEDVISIBILITY

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Advanced analytics and intelligent alerts provide forward-looking business intelligence that anticipates opportunities and challenges, not just historical summaries.

This isn’t a staffing solution or consulting engagement. It's a comprehensive operating platform that combines advanced technology with deep expertise, delivered seamlessly by APX Signature.

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REDUCEDINTERNALBURDEN

We take assume full operational responsibility for finance and administrative functions while working closely with your on-site leadership. Your management team gets the tools and intelligence they need to focus on strategy, growth, and core business operations.

PROCESSEMPHASIS

Middle-market companies often become dangerously dependent on key individuals who hold critical knowledge. In our managed services model, personnel changes become routing events rather than major business disruptions. We eliminate the exposure created when specialized knowledge is held by only certain individuals, removing these avoidable sources of business risk.

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CONTINUOUSIMPROVEMENT

Our teams are expertly implementing machine learning, generative AI, and intelligent automation to streamline operations and enhance data accuracy. These systems learn from your business patterns and proactively surface new opportunities and insights.

The APX Partnership

WHATSETSAPXAPART: ALIGNEDEXECUTION

The APX Signature team becomes a seamless extension of your organization, fully aligned with your objectives and completely invested in your success. We transcend the traditional service provider role to function as your dedicated back-office partner.

Our compensation is tied to execution and client satisfaction, not billable hours. This means our professionals are motivated to deliver measurable outcomes that directly impact your bottom line, creating a true partnership where your success drives ours.

EMBEDDEDEXPERTISE

Our specialists in finance, administration, HR, analytics, and reporting support your daily operations. They understand your business context, anticipate your needs, and deliver tactical execution with full accountability for results.

WORKFORCEDEVELOPMENT

We actively invest in your internal team's growth, working side-by-side with your people to build new capabilities and advance careers. As technology and business requirements evolve, we provide the training and development your team needs to stay ahead of the curve.

AUDIT-QUALITYRIGOR

Every process, control, and workflow we implement meets the highest audit standards from day one. Built on enterprise-grade systems with institutional-level security and compliance, our approach eliminates the scramble that typically comes with audits, due diligence, or regulatory reviews.

INTEGRATEDSOLUTIONS

Private equity sponsors and portfolio company leadership gain access to consistent, timely reporting and analytics across their entire portfolio via OneStream. This unified approach enables faster, more informed decisionmaking and accelerates value creation initiatives across all investments.

COMPETITIVEREADINESS

The APX platform creates a decisive strategic advantage for companies ready to move quickly and confidently. With reliable data and proven execution capabilities, you can capitalize on opportunities while competitors are still figuring it out.

Thefutureworkplacedemandsclarity,speed,andprecision.

APXSignaturedeliverstheinfrastructure,expertise,andexecutionpowerto getyouthere.

The APX Signature Team

Let’s start the conversation get in touch with APX Signature’s team.

JeffAllen

MalloriDeBenedictis

BrettLaBonte

SarahBloom Founder & CFO Director, Accounting Operations Director, Reporting & Analytics Director, Human Capital Management

MaggieMillerDirector, Client Advisory

Matthew Holley Director, FP&A Systems

SabrynaCooverHuman Capital Specialist/ APX Administration

TBH

TBHSystems Administrator, HCM Systems Administrator, Financials

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