Finance and Accounting Process Optimisation Design, deliver and manage to enable sustainable growth. Our extensive experience in operations, process, technology, and change management addresses complexity to avoid impacting employees.We show you how to align organisational structure with business objectives so you’re in control, and how to proactively manage program costs instead of reacting to challenges. You gain effectiveness and efficiency that positions the organisation for growth.Our solutions improve efficiency and effectiveness, so organisations can more actively manage the strategic aspects of finance and accounting processes. Stop reacting and transform your organisation 2024 Global Finance Trends Survey Explore key findings from our finance survey on CFO transformations and global trends, emphasising tech's role in strategic growth and security. Read more How we’re helping our clients We deliver a wide-range of capabilities to support your organisation's unique finance needs and beyond: Pro Briefcase Data & Analytics Future-state finance functions must generate insight that help to exceed consumer expectations. We can show your team members how use advanced data and analytics capabilities to facilitate this role. Pro Building office Cloud Let our Cloud team help you migrate finance ERP and operations (from CRM to reporting, reconciliations, and payment processing) to the cloud. We emphasise the mitigation journey while also ensuring the long-term cloud platform is efficient and secure. Learn more about our Cloud offerings. Pro Document Consent Intelligent Automation Using "Fit for Purpose" long-term solutions, we work with clients to develop automation for governance, IT infrastructure, security, and management protocols. This technology can automate business processes, improve efficiency, and transform finance. Pro Document Stack Enterprise Applications We help you select, design, implement, maintain, and protect your applications to facilitate finance and accounting process transformation. Pro Legal Briefcase Emerging Technologies We help companies apply new and emerging technologies for finance and accounting processes so they can drive competitive advantage and invest in the future growth. Pro Rightmark Square Managed Business Solutions A one-of-a-kind, flexible delivery model, Managed Business Solutions blends Protiviti’s consulting experience with Robert Half’s operational expertise to build customised resource teams to address your challenges and deliver rapid improvement. graph 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 Screen System Integration 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. Leverage technology to transform the workforce from transactional to advisory Our approach We help visualise all finance processes and analyse operative process data created by IT systems, resulting in greater process transparency and optimisation. Our team develops integrated workflows with automated processes that enable more agile finance functions and allow a seamless mix of workers in a controlled cloud environment across the core finance and accounting processes.Record to Report: We help streamline and automate the financial closing process from record to report so the organisation has timely and accurate reporting that reflects the data sourced from multiple departments.Business Planning & Analysis: We show you how to shift focus from what happened to what will happen and drive outcomes aligned with business strategies. We create a practical roadmap to transform outcomes under the organisation's greater vision.Order to Cash: We help automate and integrate the "order to cash" process, including order management, fulfilment invoicing, reporting, collections and data management.Source to Pay: Our team knows how to optimise the end-to-end process, from finding and negotiating with suppliers to accounts payable. Leverage technology to transform the workforce from transactional to advisory Key partners Through our alliance partnerships we connect innovative services and technology with consulting expertise to optimise key processes and business performance initiatives. Leadership Ken Thomas Ken is a Managing Director in the Business Performance Improvement practice. He specialises in finance operations strategy, implementation and transformation of financial systems and their underlying data governance, process reengineering, and ... Learn More Shawn Seasongood Shawn is a Managing Director and leads Protiviti’s Finance and Performance Management segment. He assists global companies in business and system transformations necessary to address growth, scalability of systems and challenges. He is the lead Managing ... Learn More Featured insights and client stories CLIENT STORY 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. INSIGHTS PAPER Part 2: Risk transformation and the intersection with business transformation Risk maturity is a measure of an organisation’s risk management capabilities and culture. As organisations raise their risk maturity, it enhances elements across governance and framework, processes, people and organisations, methodologies, systems... 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... CLIENT STORY 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. CLIENT STORY 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... BLOG Ten Steps to Elevate the Annual Budgeting Process What’s new: The annual budget process can be more than just a routine financial exercise. Why it matters: Setting strategic direction, allocating resources and establishing goals for the upcoming year can elevate the process to one that can be... CLIENT STORY Organisational Changes Drive Seamless Transformation of Back-Office Processes to Propel Business Strategy Protiviti partnered with leading technology company to assess, redesign, and standardise procurement, accounting, and finance functions. The company’s overall goal was to eliminate manual and disparate back-office processes to create capacity for... CLIENT STORY 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... CLIENT STORY 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... Button Button
