Lasting Transformation Happens In Stages

Finance Shouldn't Merely Process Transactions; It Should Power Smarter, Faster Decisions And Influence Strategy.

My services are designed to help senior Finance leaders to transform the operational capability of their department, by harmonizing People, Processes and Technology.

Finance departments are often set up with a focus on transaction processing, with enhancements made to improve efficiency along the way.

But true Finance transformation isn’t merely about fixing inefficiencies. It’s about holistic assessment and redesign. It compels leaders and their teams to reimagine the operations and role of Finance, upgrading the level of its contribution and cementing its value as an indispensable strategic partner to the business.

This requires two key elements: a VISION and a PLAN

I help you and your team to define your vision with a tailored Operating Model, and develop your plan with a customized Strategic Roadmap. These spell out exactly how you will empower your People, optimize your Processes and maximize your Technology, so you can achieve your vision.

Operating Model & Strategic Roadmap

Establish Where You're Heading And How You Will Get There

Your Operating Model defines the desired future state of Finance — your ideal of how you want your department’s People, Processes and Technology to operate, communicate and integrate as one cohesive eco-system, both within the department and with stakeholders across the organization. It assesses current department maturity and defines your transformation objectives.

Your Strategic Roadmap outlines the stages you need to go through to realize your Operating Model. It outlines your specific priorities, milestones, and the actions to guide you and your team through the transformation.

These are tailored to your department’s stage and state, with the flexibility to adapt to changing priorities.

Here's How I Help You:

Assess current Finance maturity and work with you and your team to define your collective vision for your Finance operation.
Evaluate the current state of your Three Pillars: People, Processes and Technology – and your department’s Core Constraint.
Design a tailored strategy for achieving your vision, in alignment with your business strategy.

Outcomes You Can Expect:

A structured Operating Model of future operations, so the team pulls in the same direction, with flexibility for growth.
A tailored Strategic Roadmap, with an actionable plan for transformation that aligns with your key objectives.
Guidance through change management and execution, to ensure lasting impact.

People Empowerment

Empower Your Team To Accomplish Your Shared Vision

Finance teams often operate in a transactional, cyclical mode, leaving little room for strategic advisory.

And sometimes, caught up in “getting the work done”, there isn’t enough bandwidth to focus on team needs, culture and engagement. This can cost you in productivity, morale – and even retention.

You need an objective outsider to assess how best your team can make the shift that will set them up for a successful transformation.

Here's How I Help You:

Assess current Finance maturity and work with you and your team to define your collective vision for your Finance operation.
Evaluate the current state of your Three Pillars: People, Processes and Technology – and your department’s Core Constraint.
Design a tailored strategy for achieving your vision, in alignment with your business strategy.

Outcomes You Can Expect:

A structured Operating Model of future operations, so the team pulls in the same direction, with flexibility for growth.
A tailored Strategic Roadmap, with an actionable plan for transformation that aligns with your key objectives.
Guidance through change management and execution, to ensure lasting impact.

Leverage Technology

You need someone in your corner who ensures you're deriving maximum value from your systems.

Business Requirements, RFP Creation, Software Selection

If you're in the market for a new financial/ERP system, I help you get your ducks in a row from the start. From analyzing your current processes...to figuring out your future processes...to finding the right software - I help you start off on the right foot.

Implementation Advisor

Implementation consultants don't always understand your business, and your users often don't understand systems. This leads to misunderstandings and delivery disappointments. I straddle both camps and speak both languages, so I ensure that project deliverables meet your business requirements, as well as the scope and intent of the project.

System Optimization

I help you get the most out of your financial system, by making sure that your processes are automated as much as possible, to avoid manual work. Also by ensuring that you're maximizing the functions you paid for, and bespoke systems and auxiliary systems are fully integrated, so you don't have to duplicate efforts across systems.

Streamline Your Processes For Excellence

Your people run your processes. Both must operate with maximum efficiency and effectiveness.

Process Improvement

Engaging key stakeholders, I design (or redesign) your business processes, lead the implementation of improvements, and assist with change management. What you get: savings in time and effort, from processes that operate with maximum efficiency and integration with your systems.

Process Controls

In addition to making your processes more efficient, I see to it that they conform with internal control guidelines, so you can rest assured that they are as secure as possible.

Roles & Responsibilities

Who's-doing-what is almost as important as what's being done. I ensure that the right people have ownership of each portion of the process. This makes things work smoothly, especially inter-departmentally.

Expedited Closing & Reporting

Month-ends that run like clockwork make both your department and your stakeholders happy.

Fiscal Close Streamlining

Leveraging my work on your business processes, I extend those efficiencies to your close. The result: an organized, streamlined close, with the shortest timeline possible.

Financial Consolidation

Are you doing your consolidation on Excel? I help you to automate your consolidation in your system. No more worrying about spreadsheet errors!

Reporting

I help you to fully exploit your system's reporting capability - or with new reporting tools. You and your stakeholders get the information you need, whenever you need it.

Schedule Your Consultation Now!

Let's Talk About Your Situation And How I Can Help You.

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