Finance Transformation Services 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’s finance consulting experts help address their current challenges, prepare for future challenges, and explore opportunities for continuous growth, delivering innovative solutions and supporting finance business transformation as a forward-thinking, strategic partner for the business. 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 Our finance transformation consulting services Our finance transformation consultants are ready to assist you in these areas: Pro Briefcase Finance and accounting process optimisation 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 realise efficiency, grow securely, and mine better data. Pro Document Consent 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 optimise resources and align with the organisation’s strategy. Pro Legal Briefcase 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 Screen System Integration Business planning & analysis Leverage Protiviti’s end-to-end customised 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 Harnessing intelligent data lineage, new technologies, and digital tools, Protiviti helps transform finance organisations 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 organisation.We deliver consulting in 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 optimise 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 organisation wide by improving alignment, collaboration and delivery Key technology partners Through our alliance partnerships, we connect innovative services and technology with consulting expertise to optimise key finance and accounting processes and business performance initiatives. Leadership Milena Danielsen Strategy planning & implementation Leadership sparring partner Next gen organisations & ecosystems. Milena is a highly skilled leader with a passion for changing and challenging environments. She has more than 15+ years of experience of ... Learn more Featured insights RESEARCH GUIDE Sustainability: Frequently Asked Questions 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.... SURVEY 2024 Top Risks for Chief Financial Officers Chief financial officers (CFOs) have a unique vantage point regarding talent management, one that explains why the ability to attract, develop and retain top talent represents their top risk concern in both 2024 and 2034. PODCAST Podcast | Transform: Assessing CFO and finance leader perspectives and priorities for the coming year – with Chris Wright and Nick Puetz A look at the top priorities for CFOs and finance leaders in the coming year — among them, security and privacy of data, financial and strategic planning and analysis, leadership, and enhanced data analytics — reveals a tale of transformation for... SURVEY Five Focal Points for Future-Ready CFOs If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Environmental, social and governance (ESG) metrics and measurements would top their priority... SURVEY Technical Debt and Innovation – the CFO’s Perspective Organisations today spend an average of 30% of their IT budgets and invest a fifth of their IT human resources on technical debt management. This research, based on a global survey of more than 1,000 CIOs, CTOs and other technology leaders,... WHITEPAPER Business Planning & Analysis Is the Next Generation of Financial Planning As finance leaders collaborate with their business partners to adjust plans in the face of economic headwinds, they should take a moment to reflect on the state of their financial planning capabilities: Are financial plans adequately linked to... Button Button Featured client stories Driving to Order-to-Cash Optimisation and Accounts Receivable Transformation 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 Optimises Operations A leading fundraising and branding organisation 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. Multinational Consumer Products Company Modernises FP&A Globally with SAP Analytics Cloud This U.S.-based client is a multi-national consumer products company that has been in business for more than 150 years and now has more than 40,000 employees in 80 countries around the globe. Solving Legacy Accounting Challenges With Automation and Process Improvements 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... Finance Transformation Sets Course for Future Success A U.S.-based global skincare company was unable to provide timely financial reporting and performance analytics to its key stakeholders and private equity sponsor. Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key... Change management, automation and new digital tools transform finance operations for educational services company A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace... Technology transformation and change management help non-profit organisation reach donors and improve fundraising United Way of Greater Toronto (UWGT), with an overriding mission to eradicate poverty, has successfully mobilised volunteers and financial resources to care for the needy in its communities since 1973. Today it’s the largest non-governmental... Technology Transforms Non-Profit’s Financial Processes Learn how a well-known non-profit revolutionised 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... Transforming Procurement: A Source-to-Pay Assessment and Solution Design Transforming procurement with a comprehensive source-to-pay assessment, this motorsport organisation optimised S2P processes, enhancing Workday utilisation and spend visibility. Button Button