Finance Transformation
Insight to Impact
Harness finance's unique vantage point.
Finance's Unique Perspective
As a Finance leader, you have a comprehensive view of your organization's performance. The organization counts on you to keep score and report outcomes. What would you like Finance to be and what's holding you back? Is Finance perceived as a back-office function, and not a value driver or strategic partner? Are the costs of running the operation becoming untenable, especially as revenues grow or contract? Are people too busy reacting to fires to invest in preventing them? Is your team's valuable insight getting lost in the noise of day-to-day operations? Do you see untapped opportunities for value creation but lack the resources or influence to pursue them?
Consider a three-pronged approach.
Stabilize & Deliver
Develop strong operators to provide core services and manage crises.
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Deliver timely and accurate reports.
Improve cash conversion and working capital.
Run ad hoc models and analyses.
Maintain controls, compliance and risk frameworks.
Make incremental process improvements to remove waste.
Use existing technology to its fullest.
Modernize & Transform
Develop change agents to upgrade and automate systems and processes.
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Modernize ERP systems.
Upgrade treasury management systems.
Digitize and automate routine processes through RPA, AI and LLMs - e.g., accounting, month-end close, invoicing, receivables & cash application, payments, T&E.
Enhance data governance and quality.
Implement cloud-based financial planning and analysis tools.
Implement robust cybersecurity to protect financial data and systems.
Implement advanced analytics and business intelligence tools.
Implement comprehensive ESG reporting frameworks.
Develop a finance-focused change management program.
Influence Business Results
Develop advisors who use data and perspective to drive outcomes.
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Develop and track KPIs aligned with strategic objectives.
Lead capital allocation discussions with a focus on value creation.
Conduct profitability analyses by customer, product, and channel.
Partner with sales to optimize pricing and customer mix.
Develop predictive models for key business drivers.
Support product teams with financial modeling for new initiatives.
Create scenario planning tools for strategic decision-making.
Implement rolling forecasts to improve agility.
Work with operations to identify efficiency opportunities.
Collaborate with HR on workforce planning and productivity metrics.
Assist technology teams in prioritizing investments based on ROI.
Need help?
Putting all the puzzle pieces together isn't easy. We have the experience, frameworks and tools to help. Schedule an appointment to talk with us.