Finance Technology & Data Create sustainable growth with innovative digital solutions. Maximizing data and automating functions are central to transformation and growth within an organization.Protiviti can help you harness, analyze, and leverage data more efficiently so your organization can make data-based business decisions. We have the expertise and resources to deploy end-to-end solutions to transform your finance and business operations. 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 How We’re Helping Our Clients We deliver a wide-range of capabilities to support your organization's unique finance needs and beyond: Pro Briefcase Digital Transformation Build trust, simplify transactions, and drive business growth as you create and deliver exceptional experiences for your customers with Protiviti Digital. Pro Building office 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 Document Consent Technology Discover how our technology and business process consulting solutions can help you automate, modernize or embark on an end-to-end finance transformation journey—from strategy, design and development through implementation, risk management and managed services. Pro Document Stack Cloud Let our Cloud team help you migrate finance ERP and operations (from CRM to reporting, reconciliations, and payment processing) to the cloud. We emphasis the mitigation journey while ensuring the long-term cloud platform is efficient and secure. Learn more about our Cloud offerings. Pro Rightmark Square Cybersecurity As key stakeholders in organizational data security and privacy finance, we understand the importance of protecting your data and systems. Learn more about our Cybersecurity capabilities. Pro System Security Ecosystem Partners Our extensive network of partners allows us to connect innovative services and technology with our extensive experience to optimize key financial processes and business performance initiatives. 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. Our Approach We deliver finance priorities with business growth plans to help our clients create value, while remaining competitive and profitable. Our finance technology solutions create flexibility, and help you respond to the evolution of the market and support your organizational growth, including:Investing in learning & development so your people understand, work with, and embrace technology. Identifying requirements to help the organization leverage the appropriate technology for process automation, data flow and reporting.Achieving five key outcomes: optimize and automate processes, integrate capabilities across processes and applications, create an effective and efficient data environment through systems of records, align reporting and analytics to business needs, and understand the total cost of ownership (TCO) for business applications.Protiviti’s finance technology and data consulting includes:Future state design and optimisationData classification, protection and governanceProject implementation strategy and roadmapTechnology enablement Key Partners Through our alliance partnerships we connect innovative services and technology with consulting expertise to optimize key processes and business performance initiatives. Leadership 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 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 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 Nick McKeehan Nick is a Managing Director who serves as Protiviti’s Global Leader for Financial Reporting Remediation & Compliance services. He has over 20 years of experience leading Finance Transformations, including: public company transitions, financial accounting ... Learn More Mark Gosnell Mark is a Managing Director in Protiviti’s Los Angeles Office, leading the West Coast Finance & Performance Management practice. Prior to joining Protiviti, he was an executive leader at IBM, managing large-scale business transformation, process improvement and ... Learn More Create value, while remaining competitive and profitable Defining Finance for the Future Our holistic Finance Transformation approach considers Technology, Process and Data layers. We leverage automation and emerging technologies to optimize and automate your finance processes. 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... BLOG Leveraging AI In Finance—Move From Theory To Practice Finance leaders are actively prioritizing practical AI use cases that deliver near- and long-term value. And the reason is simple: the benefits of deploying AI to strengthen specific activities are proving to be well worth the investment. Why it... BLOG ESG Data Management and Reporting Are the CFO’s Responsibility — Period In a global survey of CFOs and finance leaders conducted by Protiviti, ESG metrics and measurement stand out as the highest priority for the finance organization to address over the next 12 months. Make no mistake: The new era of ESG data... WHITEPAPER Enabling Enterprise AI Adoption Through Next-Generation Governance Artificial intelligence (AI) has become increasingly important in the enterprise, thanks in part to the rise of generative AI (GenAI). While not a new technology or concept, AI (including machine learning) holds tremendous promise to transform... BLOG Are You Proactive in Understanding the Technology — And Talent — Gaps in Your Finance Group? AI and other technology innovations have CFOs understandably excited about the possibilities for the finance organization and the broader enterprise. Why it matters: CFOs are concerned about lagging behind quicker-to-pounce competitors. What's... Button Button Featured client stories Seamless NetSuite Migration Optimizes Operations 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. 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... Multinational Consumer Products Company Modernizes 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. Finance Transformation Expertise Supports Strategic Initiatives The client was undergoing a strategic finance transformation initiative to globally align technology, policy, and procedures. As part of this initiative, the company had several strategic goals.... Technology transformation and change management help non-profit organization reach donors and improve fundraising United Way of Greater Toronto (UWGT), with an overriding mission to eradicate poverty, has successfully mobilized volunteers and financial resources to care for the needy in its communities since 1973. Today it’s the largest non-governmental... Button Button
