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 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, emphasizing tech's role in strategic growth and security. Read more Playbook: Drive Results & Navigate Uncertainty How to Build an Effective Business Planning & Analysis Function Read the Playbook Optimize costs and strengthen your organization with Protiviti Redefine your finance function 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 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... BLOG New Thinking for CFOs on Strategic Sourcing CFOs need to support efforts by their procurement groups to design and execute a modern approach to strategic sourcing that prioritizes cost optimization and aligns with the organization’s new supply chain risk management frameworks. By the... 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... 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.... BLOG Leading the Drive for Profitability The big picture: Half of the top 10 priorities of CFOs and finance leaders indicate a need for greater agility in finance organizations, according to Protiviti’s 2023 Global Finance Trends Survey. Marketplace uncertainties and economic challenges... BLOG The SEC’s Cyber Disclosure Rules: Lessons Learned So Far In Year One What qualifies as a material cybersecurity incident? Can we estimate our potential losses and the effects of business disruption? What were our recovery costs? What longer-term remediation costs do we need to include in our 8-K incident report? How... 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 organization optimized S2P processes, enhancing Workday utilization and spend visibility. Technology Transforms Non-Profit’s Financial Processes 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 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 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 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 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 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... Button Button
