Revenue & Financial Systems Advisory
I help organizations align finance, sales, and operations so leadership can trust forecasts, reporting, and decision-making — especially after ERP or CRM implementation.
I do not replace implementation teams. I ensure systems are aligned with business strategy, operational discipline, and financial reality. My focus begins where many implementation projects end: translating system capability into business rhythm, financial clarity, and executive confidence.
Ideal Clients
My advisory work is best suited for organizations that have already invested in ERP or CRM platforms and now need those systems to produce reliable financial insight, operational discipline, and executive confidence.
About
Jay Goklani
Principal Consultant
I am a former senior financial executive with over 30 years of experience leading finance, revenue cycle, and business operations across automotive, healthcare, SaaS, and publishing. I have worked directly alongside CFOs and COOs — and I understand what leadership actually needs from the systems that are supposed to serve them.
Most ERP and CRM investments underdeliver — not because the software fails, but because the business alignment work stops at go-live. I specialize in the critical post-implementation phase: ensuring systems produce the financial clarity, operational discipline, and executive confidence that justify the investment.
My approach is strategic, selective, and outcome-driven. I work directly with C-suite and senior leadership — not as a vendor, but as a trusted advisor.
How I Work
I work with CFOs, CEOs, COOs, and private equity operating partners who need their ERP and CRM investments to produce reliable financial insight — not just operational data.
01
Most ERP projects stop at go-live. The real business value comes afterward.
Outcome
An ERP system that supports business decisions — not just accounting.
02
When CRM forecasts and financial results don't match, leadership loses confidence.
Outcome
Clear, trusted linkage between sales activity and financial performance.
03
Systems generate data. Leadership needs clarity.
Outcome
Reliable insight that supports growth, investment decisions, and strategic clarity.
Why Goklani Advisory
Most consultants are former implementers. I am a former executive who led the finance and operations that ERP systems are built to serve.
Career Experience
Every advisory engagement draws on leadership experience in the exact functions — finance, revenue cycle, sales operations — that ERP and CRM systems are designed to support.
MOTOR Information Systems · Hearst
Sales Controller
2004 – 2022 · Troy, MI
Owned annual revenue budgets, monthly forecasting, and executive financial reporting. Drove forecast accuracy to 99.7% through disciplined revenue bridge methodology. Designed sales compensation models that delivered 15% year-over-year growth, and shifted executive reporting from weekly static decks to real-time dashboards — accelerating decision speed at the leadership level. Developed and executed data-driven retention strategies for a Heavy Truck SaaS product, reducing customer churn by 10% through early identification of behavioral churn triggers.
MOTOR Information Systems · Hearst
Director, Business Operations
2004 – 2022 · Troy, MI
Led end-to-end revenue cycle operations — ordering, billing, collections, and debt resolution — reducing Days Sales Outstanding to approximately 10 days. Directed ERP enhancements across inventory control and revenue cycle, improving reporting accuracy and accelerating month-end close. Managed a 15-member team and maintained a customer satisfaction rating above 4.9/5. Developed and documented internal controls in accordance with Sarbanes-Oxley and GAAP standards, ensuring financial governance and audit readiness.
PricewaterhouseCoopers
Director, Client Services & Revenue Operations
2001 – 2004 · Atlanta, GA
Led a major revenue cycle turnaround, reducing Days Sales Outstanding from 118 to 63 days within 18 months through operational alignment and process discipline — not just system changes. Performed forensic accounting to restore financial accuracy across complex ledger structures, and managed an 11-person order-to-cash team through a high-stakes outsourcing partnership.
Federal-Mogul Corporation
Project Manager & Billing Manager
1994 – 2001 · Southfield, MI
Led early automation adoption that reduced manual cash application by 95% — an early example of business process alignment driving measurable operational improvement. Authored a company-wide process mapping program adopted across hundreds of employees, establishing cross-functional standards and best practices at scale.
Credentials
Formal platform certification combined with more than three decades of executive finance and operational leadership — ensuring every engagement brings both strategic business judgment and system credibility.
Start a Conversation
If the answer is uncertain, let's talk. Engagements begin with a direct, no-obligation conversation about your situation.
I respond personally to every inquiry, typically within one business day.
Thank you for reaching out. I will be in touch within one business day.