Finance Transformation Change the way finance works The role of finance executives is dynamic, constantly evolving to keep pace with technology and the changing demands of internal and external customers.Protiviti provides finance transformation consulting services to help finance leaders address their current challenges, prepare for future challenges and explore opportunities for continuous growth, delivering innovative solutions and supporting finance as a forward-thinking, strategic partner for the business.Modern finance organizations are expected to move beyond transactional tasks to deliver insights, enable data-driven decisions and manage risk proactively. Achieving this requires a shift toward more agile operations, the adoption of digital tools and the development of teams ready to lead through change.Protiviti partners with finance leaders to build scalable, future-ready functions that align with enterprise goals. Whether improving forecasting and reporting, streamlining the close process or implementing advanced analytics, we help organizations unlock greater value and drive long-term performance. Navigating New Tariffs: Enhance Agility and Confidence While the direction, magnitude, and duration of tariffs remain unclear, companies need options and flexibility. Protiviti offers the expertise to help you develop agility and navigate this period with confidence. Read more 2024 Global Finance Trends Survey Explore key findings from our finance survey on CFO transformations and global trends, emphasizing tech's role in strategic growth and security. Read more Playbook: Drive Results and Navigate Uncertainty How to Build an Effective Business Planning and Analysis Function. Read the Playbook Optimize costs and strengthen your organization with Protiviti In today’s unpredictable market, finance leaders must go beyond managing risk—they need to turn volatility into strategic opportunity. This short video explores how forward-thinking CFOs are reimagining their role as catalysts for enterprise agility, growth and innovation. From harnessing real-time data to embedding finance into every decision, the future demands a new mindset—and new tools. Watch how companies are transforming traditional finance into a dynamic, insight-driven function that leads business evolution. Whether you're navigating digital disruption, aligning finance with strategy or driving margin expansion, this video offers a powerful glimpse into what’s next—and how to get there.Ready to lead with greater clarity and impact? Watch the video now and discover how finance transformation can shape the future of your business. Redefine your finance function Explore our finance transformation services Pro Briefcase Finance and Accounting Process Optimization Design, deliver, and manage processes using a flexible delivery model that enables scalable efficient growth, transforming the workforce from transactional to advisory, and better integrate with other business functions. Pro Building office Finance Technology and Data Align strategic finance initiatives and technology with business priorities and growth plans to help finance leaders realize efficiency, grow securely, and mine better data. Pro Document Files Cost and Performance Management Develop innovative approaches for sustainable cost control that provide the data insights, strategies, and capabilities required to make intelligent business decisions and drive performance and growth. Pro Document Stack Target Operating Model Evaluate and find the right balance of internal and external talent to optimize resources and align with the organization’s strategy. Pro Screen System Integration Financial Reporting Remediation and Compliance Address changes, risks, and strain due to new and changing reporting requirements, increased scrutiny of company financials and filings, and complex, nonrecurring business transactions and transformation. Pro Legal Briefcase Business Planning & Analysis Leverage Protiviti’s end-to-end customized solutions to understand and address your most challenging planning and analytics issues. We combine the strategic approach of consulting with the power of practice experience to deliver results. How do you build a resilient finance function in a time of ongoing disruption and change? Build a Finance Function Focused on the Future How do you build a resilient finance function in a time of ongoing disruption and change?How do you optimize and integrate new technologies into your existing processes to enable automation and scalability?How do you meet regulatory requirements and prepare your team for new ones?The demands on the finance function are constantly growing, and Protiviti is here to help.Harnessing intelligent data lineage, new technologies and digital tools, Protiviti helps transform finance organizations for the future. At the core of our methodology is aligning people, process and technology to drive efficiency and productivity, enabling change and creating value for the entire organization.We drive finance transformation, from assessments through the execution of strategic initiatives, to address the challenge now with a focus on the future of the enterprise. We provide solutions tailored to achieve your goals and provide a framework for continuous growth, including:Technology enablement to optimize core finance and accounting process (record to report, source to pay, order to cash, plan to project)Effective data governance to ensure control and oversightMeasure and report on new SEC standards related to ESGAdvanced analytics for real-time metrics to satisfy rising internal and external expectationsBalance skills and scale with a service delivery model designed to address changing demandsEnable sustainable change organization wide by improving alignment, collaboration and delivery How do you build a resilient finance function in a time of ongoing disruption and change? Leadership Christopher Wright Chris is a Managing Director in New York, leads Protiviti's global Finance Transformation and Transaction Services solutions, oversees Protiviti’s Supply Chain, Operations, People and Change practices, and serves on our global ESG steering committee. He is the firm-wide ... Learn More Shawn Seasongood Shawn is a Managing Director leading the Finance and Performance Management segment. He assists clients globally in business and system transformations to address growth, scalability of systems, challenges and process effectiveness.Shawn is a leader within the ... Learn More Ken Thomas Ken is a Managing Director in the Business Performance Improvement practice. He specializes in finance operations strategy, implementation and transformation of financial systems and their underlying data governance, process reengineering, and ... Learn More Andrea Spinelli Andrea is a Managing Director in Boston with experience in accounting and finance operations, target operating model design, shared services, and process optimization. Her background includes industry accounting operations, external audit, and business consulting. ... Learn More Key Technology Partners Driving finance transformation requires more than vision—it demands the right tools. Protiviti partners with leading platforms like Trintech, Workiva, Nintex, SAP, Microsoft and BlackLine to bring modern finance solutions to life. Through our alliance partnerships, we connect innovative services and technology with consulting expertise to optimize key finance and accounting processes and business performance initiatives. We don’t just implement technology—we make it work for finance. Whether it’s improving forecasting accuracy, streamlining the close or enabling real-time insights, we align solutions to your transformation goals to ensure lasting impact. Featured insights WHITEPAPER Transforming the Enterprise: How to Guide an ERP Implementation to Success 23 min read ERP systems are the backbone of enterprise operations, supporting critical functions like finance, operations and HR. But they are more than that — modern, cloud-based ERP systems can be truly transformational to business, allowing it to work in ways... SURVEY From AI Exploration to Transformation - What AI Success Looks Like | AI Pulse Survey 6 min read Explore global trends in AI adoption, maturity & ROI. Learn what drives success, key challenges & how to scale AI effectively in Protiviti's AI pulse survey 2025. BLOG Empowering Finance: Integrating Agentic AI Into the Talent Model 7 min read Finance functions can leverage agentic AI to mitigate the effects of talent shortages and improve data production and analysis. These opportunities have profound implications on corporate finance groups, which should be prepared to add an entirely... RESEARCH GUIDE Sustainability: Frequently Asked Questions 86 min read The subject of sustainability continues to evolve and present challenges and opportunities for businesses. Protiviti has created a guide of frequently asked questions to provide helpful insight to help businesses navigate sustainability matters.... BLOG CFOs’ Risk Outlook—The Economy, Cyber and Talent Are Top Concerns 7 min read Economic conditions and inflationary pressures, followed by cyber threats and rising labor costs, are the top near-term concerns for finance chiefs, according to the 2025 Executive Perspectives on Top Risks global survey. Economic concerns... SURVEY Risk insights for finance teams 3 min read If the first few months of 2025 are any indication, navigating risk-strewn near-term and long-term risk environments will be difficult. In this regard, the chief financial officers (CFOs) broad exposure to macroeconomic and strategic risks as well as... Previous Article Pagination Next Article Featured client stories Transforming Procurement: A Source-to-Pay Assessment and Solution Design 6 min read Transforming procurement with a comprehensive source-to-pay assessment, this motorsport organization optimized S2P processes, enhancing Workday utilization and spend visibility. Technology Transforms Non-Profit’s Financial Processes 6 min read Learn how a well-known non-profit revolutionized its financial processes through strategic technology integration. This case study explores the benefits of enhanced financial reporting, improved internal controls, and streamlined operations in a non... Driving to Order-to-Cash Optimization and Accounts Receivable Transformation 6 min read This U.S.-based client, a subsidiary of a global water treatment company, offers water-as-a-service solutions to over half of the Fortune 500 companies across North America. Seamless NetSuite Migration Optimizes Operations 4 min read A leading fundraising and branding organization offering agency, data processing, and digital and media services was seeking a partner to facilitate the transition to NetSuite as the system of record for its operation. Change management, automation and new digital tools transform finance operations for educational services company 5 min read A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organization, which operates numerous higher-education institutions and provides a workplace... Solving Legacy Accounting Challenges With Automation and Process Improvements 7 min read Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support... Organizational Changes Drive Seamless Transformation of Back-Office Processes to Propel Business Strategy 4 min read Protiviti partnered with leading technology company to assess, redesign, and standardize procurement, accounting, and finance functions. The company’s overall goal was to eliminate manual and disparate back-office processes to create capacity for... Previous Article Pagination Next Article Frequently Asked Questions How does Protiviti help organizations with finance transformation? + Protiviti helps companies drive finance transformation by assessing current capabilities, designing a future-state roadmap and implementing the right mix of technology, process enhancements and talent strategies. We provide end-to-end support from vision to execution. What areas of the finance function can be improved through finance transformation? + Finance transformation can elevate performance across financial planning and analysis (FP&A), accounting, financial close, reporting, internal controls and compliance. It also enables automation and digitization to reduce manual work and improve accuracy. What role does technology play in a successful finance transformation? + Technology is a key enabler of finance transformation. Solutions like cloud-based ERP platforms, robotic process automation (RPA), data analytics and generative AI help finance teams operate more efficiently and provide deeper insights to the business. Who are Protiviti’s technology partners in finance transformation projects? + Protiviti partners with leading technology providers such as Trintech, Workiva, Nintex, SAP, Microsoft and Blackline. These alliances allow us to deliver tailored, scalable finance transformation solutions that fit each client’s unique needs. How does Protiviti ensure finance transformation aligns with business strategy? + Protiviti's approach to finance transformation is always business-first. We work closely with finance leaders and C-suite stakeholders to ensure transformation efforts support strategic goals, deliver measurable outcomes and create long-term value. What types of organizations benefit from finance transformation with Protiviti? + Finance transformation can benefit companies across industries, including healthcare, financial services, energy, manufacturing and technology. Protiviti brings deep industry expertise to deliver relevant, impactful solutions for every client. What is finance transformation and why is it important? + Finance transformation is the process of modernizing the finance function to become more strategic, efficient and insight-driven. It’s important because it enables organizations to respond faster to business changes, harness data for better decision-making and align finance with enterprise goals.
