Tackling a Complicated Accounting Payable Cleanup at a Leading University

Case Study

April 23, 2025

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A prestigious university (the University) faced a significant challenge when transitioning from Oracle to Workday Financials. Due to system integration issues, a backlog of accounts payable (AP) data had accumulated, resulting in inaccurate financial records that required manual entry and validation to be resolved. Without a preferred vendor in place to assist, the University needed an external staffing and recruiting partner who could provide immediate, reliable support.

Deploying a Timely and Talented Solution

A senior AP manager, who was familiar with Cordia Resources by Cherry Bekaert (the Firm) from a previous engagement, recognized the Firm’s proficiency in staffing solutions and advocated for our involvement. The University processed an emergency procurement to bring us on board.

Within a short timeframe, we placed six highly skilled AP professionals onsite to:

  • Manually enter and verify financial data in Workday
  • Develop a standardized operating procedure (SOP) to streamline AP processes
  • Collaborate with the University’s finance team to establish and maintain data integrity
“In this business, when you deliver great results, you build champions — people who will advocate for you wherever they go. Our success in this engagement reinforces the value of trusted relationships and expertise.”
- Rob Weston
Recruiting & Staffing Director

Delivering Results from Cleanup to Career Advancement

  • Accelerated timeline: Originally projected as a six-month effort, the Firm’s consultants completed the core AP cleanup in just four months, exceeding expectations.
  • Extended engagement: Due to their efficiency, the University retained the team for an additional four months for ongoing support.
  • Career impact: Two consultants were converted into permanent hires at the University.
  • Expanding partnership: The project’s success led to a referral for another AP cleanup at an  affiliated healthcare system, resulting in 33 additional placements. Two consultants from that  project remain on assignment today.

In addition, a senior finance executive at the University was so impressed with the Firm’s consultants’ work that they have continued to explore additional opportunities for collaboration.

  • Project Completed 2 Months Early
  • 4 Months of Additional Retained Support
  • 33 Additional Placements by Referral
  • 2 Professionals Hired Permanently

Your Guide to an Effective & Efficient Workforce

Our proven ability to rapidly deploy skilled professionals and deliver exceptional results has established us as a trusted and long-term partner.

Let us be your go-to resource to solve critical financial challenges in higher education and build lasting success. Our dedicated Recruiting & Staffing team offers a comprehensive suite of services, including:

  • Executive Search Services
  • Management Consulting Interim Solutions
  • Temporary Staffing Solutions
  • Permanent Hire Search & Placement

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Rob Weston

Recruiting & Staffing Services

Director, Cordia Resources by Cherry Bekaert

Contributor

Connect With Us

Rob Weston headshot

Rob Weston

Recruiting & Staffing Services

Director, Cordia Resources by Cherry Bekaert