Technology-Enabled Transformation

Finance Transformation

Deliver enterprise transformation at scale

Tasked with enabling growth during economic uncertainty while also needing to develop new talent and lead strategic transformations, the Office of the CFO needs an operating framework that is scalable, efficient, and future ready. Whether it’s a large end-to-end finance transformation or an enhancement of a single process, we partner with you to improve the efficiency and value the finance function delivers to the organization.

Create future financial value today. Here’s how.

Develop strategic OCFO vision and transformational roadmap to drive value creation and long-term growth

Our multi-disciplinary transformation experts review people, processes, technology, and data within the finance organization to identify gaps preventing them from meeting business goals. Working with finance leaders, we equip the OCFO with the organizational models, enterprise roadmaps, and automation strategies necessary to drive efficiency, scale, and growth. 

Assess, design, and implement a strategic, cost-effective operating model

Internal operations and organizational structures are the foundation for long-term success and must be uniquely scalable and configurable to specific business needs, markets, and goals. We recommend and implement operating models, such as shared services, out/co-sourcing, and centers of excellence, to meet finance business objectives and ensure business continuity. 

Drive organizational excellence and efficiency throughout the back office

Back-office processes within the Record-to-Report, Order-to-Cash, Procure-to-Pay, and Acquire-to-Retire workstreams are commonly burdened with legacy software, processes, and governance structures that impede quick decision-making and strategic changes. Through proven assessment and health check strategies, we uncover opportunities to leverage technology, enable automation, improve data and insights, and increase operational performance across functional workstreams.

Prepare for, manage, and reinforce change holistically

Successful change requires a continuous assessment of what is and isn’t working while consistently upholding the mission of the change effort. Our change management toolkits help you to build a coalition around change, effectively communicate progress, and persistently engage employees for a positive change outcome.

Manage shifting priorities through visual project management and communication plans

To remain responsive to market conditions and competitive opportunities, the OCFO must collaborate effectively and in full alignment with other business functions. Utilizing leading project management methodologies and platforms, we ensure all stakeholders understand and buy-in to transformation while creating a framework to make decisions quickly, share successes, mitigate risks, and streamline dependencies. 

Related Solutions

Generate a sustainable value advantage through a suite of expert solutions to real-world challenges.

FP&A Transformation

Build a world-class cross-functional planning and insights engine.

Technology Architecture & Strategy

Establish, manage, and optimize a robust integrated systems architecture.

Procurement & Cost Transformation

Drive Source-to-Pay cost management and process efficiency.

Operational Accounting & Process Optimization

Continuously improve monthly close, budgeting, and financial analysis.

Unlocking real-world value for clients

Business process redesign produces $1 million in annual cost savings for a private equity firm.

Strategic Alliances

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onestream software
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How do you create present and future value for your business?

Unlock core business value from a suite of integrated solutions expertly designed for organizations like yours.

Accounting & Risk

Anticipate and respond to complex reporting and regulatory requirements.

Technology-Enabled Transformation

Accelerate enterprise performance through people-led digital transformations.


Manage transaction lifecycles for maximum deal value and minimum risk.

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