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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.
Often paired with
Procurement & Commercial Assurance → Data & Analytics → Advisory & Strategy →
Seen in practice
Case study · Financial Services
Marine insurer: 4 years building an agile digital function through a merger
Common and finance APIs, disconnected finance systems joined, 2 underwriting systems consolidated.
Read the case study →
Case study · Government & Education
Leading UK university: Embedding benefits management as a capability
Unplanned benefits surfaced and used to re-prioritise projects and resources.
Read the case study →
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
A former finance director who built a monthly value review her board trusts – and uses it to re-point the portfolio.
Ravi
Ravi designs, delivers and assures finance-system change with the work redesigned around it, not after it.
Claire
Claire joins forecasting, budgeting and operations into one cycle with one number.