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’s finance transformation solutions helps 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. 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 Our finance transformation services Pro Briefcase Finance and accounting process optimisation Design, deliver, and manage processes and finance delivery model that enable 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 improve data mining. 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 complex, nonrecurring business transactions and transformation. Pro Legal Briefcase 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 How do you build a resilient finance function in a time of ongoing disruption and change?How do you optimise 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 frame finance transformation strategy to prepare 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 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 finance transformation 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 sustainability and ESG standards in Hong Kong and globallyAdvanced analytics for real-time metrics to satisfy rising internal and external expectationsBalance skills and scale with a service delivery model designed to address changing demandsCreate sustainable change organisation wide by improving alignment, collaboration and delivery How do you build a resilient finance function in a time of ongoing disruption and change? Blackline’s APAC regional consulting partner of the year for 2023 We're proud to be named Blackline's APAC Regional Consulting Partner for 2023. This is a testament to our collaboration with the team, utilising our expertise in finance transformation to implement Blackline's cloud software solutions. Leadership Adam Johnston Adam is the country market lead for Hong Kong. With over 15 years’ experience, he has spent much of his career consulting to Fortune 500 organisations, helping them solve complex transformation, and resourcing programs and projects. Adam’s specialisation is ... Learn More Patrick Pang Patrick is a senior director in intelligent automation and digital services with over 20 years of experience in the financial services industry. He has extensive knowledge of various business domains in retail and commercial banking. He has 15 years of IT project ... Learn More 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. Featured insights 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... BLOGS Six Reasons to Reconsider Cost Optimisation As senior executives face more pressure to respond to rising costs and eroding profit margins, CFOs can remind their colleagues that they have more cost-optimisation strategies than they might expect.Many business leaders reflexively reach for the... 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. 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... 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... BLOGS Finance transformation’s front-end alignment The big picture:Finance transformation reimagines how skills, processes and technology can be leveraged to drive long-term value. By the numbers:CFOs and other finance executives view the implementation of advanced automation with more... Button Button Featured client stories 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. 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... 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... Button Button
