This includes a diagnostic of current roles, skills coverage, capacity, and leadership effectiveness. We review resource allocation across core functions—such as FP&A, controllership, tax, and treasury—and identify gaps, bottlenecks, and dependencies. Employee interviews, org chart analysis, and cultural diagnostics may be included. The output is a targeted people strategy roadmap, including right-sizing, skills upskilling, and leadership development recommendations.

This includes documentation and walkthroughs of key cycles such as order-to-cash, purchase-to-pay, record-to-report, and forecast-to-report. We identify process inefficiencies, manual workarounds, control weaknesses, and automation opportunities. Our diagnostics consider both front-office and back-office processes and highlight the maturity of your finance operating model in supporting enterprise growth and reporting needs.

• data
• data
• data
• data

This includes documentation and walkthroughs of key cycles such as order-to-cash, purchase-to-pay, record-to-report, and forecast-to-report. We identify process inefficiencies, manual workarounds, control weaknesses, and automation opportunities. Our diagnostics consider both front-office and back-office processes and highlight the maturity of your finance operating model in supporting enterprise growth and reporting needs.

This goes beyond standard audits. We perform ratio and margin analysis, trend review, and segment-level performance breakdowns. Cash conversion, working capital management, and cost-to-serve diagnostics are examined alongside the quality and relevance of KPIs. Our analysis links financial underperformance to root causes in operations, commercial structure, or strategic execution and is often used to inform turnaround strategies or PE investment cases.

Comparisons include financial performance (e.g., EBITDA margins, revenue per FTE), headcount allocation by function, productivity ratios, and process maturity. Public data, third-party datasets, and client-provided internal data are used to rebase figures to ensure comparability. This provides CFOs with clear external reference points and justifies transformation priorities in the context of peer best practice.

ERP systems streamline finance processes, improve reporting accuracy, reduce manual tasks, and ensure real-time visibility across the business, enabling better decision-making and efficiency.

RPA increases operational efficiency, reduces human error, and frees up valuable resources for strategic financial management. It also lowers operational costs.

Enhanced FP&A systems provide CFOs with better visibility and predictive capabilities to support faster, more accurate decision-making and long-term financial planning.

CFOs need access to real-time, actionable insights to make data-driven decisions, optimize cash flow, and better manage costs and investments.

Cloud finance systems reduce IT costs, improve collaboration, enhance scalability, and provide real-time financial visibility across geographies.

CFOs seek to optimize cash flow, manage risk, and improve liquidity, especially in times of market volatility, by automating treasury operations and enhancing visibility into financial liquidity.

CFOs want to shorten the financial close process, ensure accurate financial reporting, and enhance transparency in financial statements, thereby improving decision-making and reducing audit risks.

With growing regulatory requirements, CFOs need solutions to ensure compliance and manage risk proactively, minimizing penalties and protecting the company’s reputation.

Process optimization helps streamline finance operations, reduce bottlenecks, and improve cost-efficiency, enabling CFOs to focus on value-driven activities rather than routine tasks.

BPM systems provide visibility into financial and operational performance, helping CFOs ensure that business strategies are aligned with financial goals and drive better decision-making.

AI and machine learning models improve forecasting accuracy, allowing CFOs to better manage cash flow, optimize investments, and anticipate market shifts.

Streamlining AP and AR functions increases working capital efficiency, reduces late payments, and improves cash flow management, all of which are critical for financial health.

CFOs seek expert advice and change management support to ensure the successful adoption of new finance technologies and processes without disrupting ongoing operations.

Shared services consolidate operations, lower costs, and standardize processes across regions or business units, enhancing scalability and control.

CFOs need insights into customer profitability and cost-to-serve metrics to optimize pricing strategies, improve margins, and maximize profitability.

ERP systems streamline finance processes, improve reporting accuracy, reduce manual tasks, and ensure real-time visibility across the business, enabling better decision-making and efficiency.

RPA increases operational efficiency, reduces human error, and frees up valuable resources for strategic financial management. It also lowers operational costs.

Enhanced FP&A systems provide CFOs with better visibility and predictive capabilities to support faster, more accurate decision-making and long-term financial planning.

CFOs need access to real-time, actionable insights to make data-driven decisions, optimize cash flow, and better manage costs and investments.

Cloud finance systems reduce IT costs, improve collaboration, enhance scalability, and provide real-time financial visibility across geographies.

CFOs seek to optimize cash flow, manage risk, and improve liquidity, especially in times of market volatility, by automating treasury operations and enhancing visibility into financial liquidity.

CFOs want to shorten the financial close process, ensure accurate financial reporting, and enhance transparency in financial statements, thereby improving decision-making and reducing audit risks.

With growing regulatory requirements, CFOs need solutions to ensure compliance and manage risk proactively, minimizing penalties and protecting the company’s reputation.

Process optimization helps streamline finance operations, reduce bottlenecks, and improve cost-efficiency, enabling CFOs to focus on value-driven activities rather than routine tasks.

BPM systems provide visibility into financial and operational performance, helping CFOs ensure that business strategies are aligned with financial goals and drive better decision-making.

AI and machine learning models improve forecasting accuracy, allowing CFOs to better manage cash flow, optimize investments, and anticipate market shifts.

Streamlining AP and AR functions increases working capital efficiency, reduces late payments, and improves cash flow management, all of which are critical for financial health.

CFOs seek expert advice and change management support to ensure the successful adoption of new finance technologies and processes without disrupting ongoing operations.

Shared services consolidate operations, lower costs, and standardize processes across regions or business units, enhancing scalability and control.

CFOs need insights into customer profitability and cost-to-serve metrics to optimize pricing strategies, improve margins, and maximize profitability.