Finance & Operations

Optimize Your Business Operations

Our Finance & Operations Advisory team provides organizational, process and technology recommendations designed to optimize business operations. Our experienced consultants leverage a blend of operations and finance function knowledge, process and technology capabilities, internal control design experience, change management and program/project management expertise to assist organizations with designing and implementing change initiatives.

Our Services

It is widely acknowledged that Robotic Process Automation (RPA) is one of the most disruptive technologies available to businesses today, giving organizations the opportunity to achieve significant cost savings, increased process efficiency and improved employee and customer satisfaction. To stay competitive, companies of all sizes are beginning to evaluate and plan for the adoption of this technology.

How Can CrossCountry Help?

We partner with you to develop and execute thoughtful automation strategies based on the involvement of key stakeholders from across your organization. As an independent advisor, we can help you conduct a proof of concept, execute a pilot test and implement a sustainable enterprise-wide RPA strategy and governance model for scalability and effective risk management.

We support you through the strategic planning, governance and implementation of automation solutions that create process efficiencies while increasing control reliance, reducing unintended errors and delays and ensuring regulatory compliance without requiring large-scale or expensive IT integrations.

  • Training: Make various training options available from introduction to RPA for executives to detailed courses on how to use RPA software.
  • Strategy and Roadmap Development: Develop a strategy and roadmap for automation that looks beyond the initial deployment and establish how automation will grow across your organization.
  • Vendor Strategy and Selection: Identify which technology partner is the best fit for your needs.
  • Data Analytics: Design reports and dashboards to capture data during implementation to empower executives to monitor and make strategic decisions.
  • Risk and Control Management: Revise risk and control strategies, assess controls, determine what information should be retained for audit purposes and advise on impacts to other risk functions such as operational risk, SOX and IT risk.
  • Project Management and Change Management: Assist in developing the appropriate governance forums, communication plans and associated communications.

 

Contact Us

 

Due in part to the ever-changing and complex regulatory and market landscape, combined with high-speed technological advances, the finance function’s role has evolved into a strategic business partner to the organization. Finance must measure costs, create value and service levels while providing the support that matters most to the business – all while being asked to do more with less.

How Can CrossCountry Help?

We help optimize and align your finance organization’s operating model (organization, process and technology) to be a better strategic business partner to the business. We have helped large, complex organizations optimize operational accounting processes, accelerate consolidation and financial reporting to meet SEC deadlines, improve their budgeting and forecasting functions and complete other large-scale optimization initiatives.

  • Assess the current state of your finance function to identify improvement opportunities.
  • Develop a desired vision for your finance organization, processes and technology to address gaps in performance and internal stakeholder expectations.
  • Develop a clear roadmap to guide your finance function transformation in line with overall organizational requirements.
  • Review and design your organizational structure to correct productivity and/or control issues.
  • Evaluate existing processes and procedures and implement solutions that maximize automation.

 

Contact Us

 

Change is a process, not an event. Change is also personal – every individual seeks to understand the personal impact of change. Organizations that embrace these concepts and implement effective change management see greater returns on their investments and minimize operational risks.

How Can CrossCountry Help?

We take a holistic approach to change, viewing it as a cycle that includes preparing for, managing and reinforcing change.

Preparing for Change: New change efforts should be built upon strong project, communication and training workplans.

  • Change management project plan
  • Project team and key stakeholder communication
  • Communication strategy and timeline
  • Audience and stakeholder assessment
  • Training strategy

Managing Change: Successful change requires a constant assessment of what is and isn’t working.

  • Project management
  • Ongoing assessment of change
  • Dashboard and progress reporting
  • Communication content
  • Training schedule and materials
  • Approach to managing resistors to change

Reinforcing Change: Employees and stakeholders are more likely to buy in to change when they feel supported throughout the effort.

  • Process documentation, job aids and FAQ materials
  • Stakeholder follow up and acceptance surveys
  • Issue monitoring framework
  • Measuring and reporting impacts of change

 

Contact Us

 

Business Intelligence (BI) enables organizations to optimize decision-making, performance and risk management through improved access to, and analysis of, information. BI organizes and analyzes data in a way that allows companies to generate impactful reports, identify patterns and drivers, predict outcomes and visualize results.

How Can CrossCountry Help?

Whether articulating a high-level data strategy or designing and implementing detailed analytics, our consultants collaborate with you to deliver effective BI solutions. Our goal is to rapidly empower you to develop strategic insights, allowing for more accurate decisions, improved operational efficiency and mitigated risks across the organization.

Our team of recognized industry leaders can aid you in overcoming decision paralysis caused by a plethora of data and allow you to see the big picture. We help you quickly understand multifaceted datasets, empowering you to develop strategic insights, allowing for more accurate decisions, improved operational efficiency and mitigated risks across the organization.

  • Strategy Development: We understand your data analytics program requirements and develop a business case to drive executive buy-in.
  • Program Design and Requirements: We perform a current state analysis and lay out a roadmap to include training, governance, change management, strategy and implementation.
  • Infrastructure Set Up and Vendor Selection: We help you evaluate and select vendor solutions and assist in the infrastructure changes to maximize the ROI on your new data analytics tool.
  • Implementation: We implement new systems and processes to help you develop relevant analytics.
  • Center of Excellence: We determine the role of governance and identify resources and align competencies/skillsets in the organization.

 

Contact Us

 

As organizations grow and evolve, it becomes harder to execute multiple initiatives simultaneously. In today’s rapidly changing environment of shifting regulations, competition and innovation, it’s imperative to account for the cumulative demands that concurrent initiatives have on an organization’s finite resources.

How Can CrossCountry Help?

We simplify the complexities of managing multiple projects and help you properly weigh the trade-offs between individual project deadlines and broader enterprise objectives to optimize your organization for the long-term.

We partner with you to improve your program management and governance by developing a program that is specifically targeted for the culture of your organization and the cross-functional initiatives that need to be executed.

  • Drive Business Value: Provide a structured governance and execution approach, delivering maximum value in minimal time.
  • Manage Shifting Priorities: Identify major impacts of projects across various business units, technologies and processes and streamline dependencies to optimize the use of key people, systems and budget.
  • Visualize and Communicate: Utilize visual project management and communication plans to increase the effectiveness of the program and ensure that all trade-offs and changes are documented and understood by all stakeholders.
  • Mitigate Risks: See around corners and develop contingency and mitigation plans to ensure that success is achieved even when issues arise.

 

Contact Us

 

Organizations depend on their operational functions to enable a strong foundation for growth, customer service and long-term success. Operations must be flexible to scale with business needs. However, many organizations encounter challenges causing operations to react to present circumstances, rather than focusing on future business needs.

How Can CrossCountry Help?

Our team can help position your operational functions for long-term success. Whether it’s a large transformation of your business model or an update of a single back-office process, we partner with you to improve the quality of operations and the service delivered to the organization, while reducing cost and manual overhead.

  • Develop a Vision: Assess the current operating model, pain points, processes and organizational structure. Identify areas that require change to meet the needs of the business.
  • Enhance Processes and Systems: Develop detailed framework to enhance existing operations. Deliver an implementation roadmap that prioritizes the changes and aligns with enterprise strategy.
  • Position the Business for Success: Redesign existing processes and build scalable processes that can grow with the business and complement existing systems architecture without adding cost.
  • Manage Change: Ensure the successful implementation of change while minimizing disruption to the business.

 

Contact Us

 

Case Studies

A Publicly Traded Utility Company
Learn about how we helped a publicly traded company determine areas that needed attention and processes which required improvement to support growth plans.
Slider

Featured Insights

Meet Our Finance & Operations Leadership Team

Image is not available

NEIL SMITH

Partner

Finance & Operations Lead

Image is not available

NAV MAKOL

Partner

RPA Strategy

Image is not available

JENNIFER GOODE

Director

Finance Optimization

Image is not available

JASON KRASILOVSKY

Director

Change Management

Image is not available

NIRAJ CHATWAL

Director

RPA Strategy &

Data Analytics/BI

Image is not available

KEITH ST. GERMAIN

Director

Program
Management

Image is not available

SEAN SINCLAIR

Director

Operations & Process Improvement

previous arrowprevious arrow
next arrownext arrow
Slider