Delivery service

Finance Transformation

A finance function that closes faster, sees further and partners the business.

Finance transformation is where ERP programmes, process redesign and operating-model change collide. We join them up: systems that fit the work, processes that fit the systems, and a finance team equipped to partner rather than reconcile. Benefits tracked by finance itself – through our Value Office if you want it to stay.

The problems we hear

“Month-end is 12 days and 40 spreadsheets.”

Disconnected systems reconciled by hand, every month, by people who should be analysing.

“We’re replacing the ERP. Again.”

Technology changed, process and roles untouched, benefits never realised.

“Finance finds out about decisions after they’re made.”

A function built to report, not to partner.

What we deliver

01

Finance operating model

Business partnering, shared services and centres of expertise – designed with the CFO’s team.

02

ERP and finance systems delivery

Programme design, delivery and assurance for ERP and finance platform change – with the work redesigned around it.

03

Process redesign and automation

Record-to-report, procure-to-pay and order-to-cash streamlined before they’re automated.

04

Planning, budgeting and forecasting

One number, one cycle, connected to operations.

05

Finance data and reporting

Common and finance APIs, connected systems, reporting the board trusts.

06

Benefits and value tracking

Finance owning the benefits of every programme – the Value Office’s home.

07

Shared services and GBS

Transactional finance consolidated and run to a service standard, with the handoffs designed out.

08

Finance capability and change

Business-partnering skills built, and the change led by finance’s own managers.

A way in, not a methodology.

Every delivery service starts small and earns the next step. Most begin with a short diagnostic that tells you what’s true before anyone commits to a programme.

Step 1

Diagnostic

Process, systems and operating-model baseline; where the time and money go.

4–6 weeks

Step 2

Design

Target operating model, process design and systems roadmap, sequenced and costed.

8–12 weeks

Step 3

Deliver

Programme delivery with finance in the room and benefits tracked from day 1.

Programme-length

Who delivers it with

Delivery services are staffed from the practices below and, where it fits, run through our as-a-service offices so governance and value tracking come built in.

Practitioners at a glance

Three of the people who lead Finance Transformation work. Drawn from a network of 5,000+ practitioners averaging 14 years in their field.

Hannah

Finance transformation lead · 20 years

A former finance director who built a monthly value review her board trusts – and uses it to re-point the portfolio.

Finance operating modelValue trackingHousing

Ravi

ERP & systems lead · 19 years

Ravi designs, delivers and assures finance-system change with the work redesigned around it, not after it.

ERP deliveryProcess redesignInsurance

Claire

Planning & reporting lead · 15 years

Claire joins forecasting, budgeting and operations into one cycle with one number.

FP&AReportingManufacturing

Let’s deliver outcomes, together.

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