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Operating models · Finance transformation · People

Business & Finance Advisory

Strategy creates value only when the organisation behind it can deliver, and the finance function sits at the centre of that. We help leadership teams and CFOs redesign how work gets done across processes, people, service delivery, data, technology and governance, so that finance moves from producing reports to steering the business.

Finance operating model

Six layers, designed as one system.

Fixing one layer in isolation, such as a new ERP or a new shared-services centre, rarely delivers. We design how all six work together. Select a layer to explore it.

What does finance do, and how?

Process

End-to-end processes from record-to-report to planning, standardised where it matters and automated where it pays.

  • R2R, P2P, O2C, FP&A and treasury process design
  • Close calendar and checklist redesign
  • Standardisation and automation candidates

Offerings

How we help

Engage us for a single offering or combine them into one programme.

01.1

Finance Target Operating Model

A blueprint for how your finance function should run, designed across six interlocking layers so nothing is optimised in isolation.

  • Current-state diagnostic and maturity assessment
  • Target design across all six operating-model layers
  • Business case, sequencing and phased roadmap
  • Transition planning and change management
01.2

Finance Transformation

Practical redesign of the core finance processes that decide how fast, accurate and trusted your numbers are.

  • Record-to-report and close acceleration
  • FP&A, budgeting and rolling forecasts
  • Procure-to-pay and order-to-cash redesign
  • Internal financial controls and segregation of duties
  • ERP- and EPM-led transformation
  • Management reporting and KPI design
01.3

Future Operating Model

An enterprise-wide framework that aligns your organisation around long-term growth and success.

  • Leadership development and capability building
  • Decision-making and governance frameworks
  • Culture and ways of working aligned to strategy
  • Roadmap from current state to target model
01.4

Human Capital Advisory

The people side of transformation, powered by modern HR technology and Generative AI.

  • Staff augmentation for critical programmes
  • Employee training and upskilling
  • Workforce management and planning
  • HR technology and Gen-AI enablement

Diagnostic

Signs your finance model needs a rethink

If several of these sound familiar, a structured diagnostic is the right first step.

Request a diagnostic
  • 01Month-end close depends on spreadsheets and individual heroics
  • 02Forecasts are rebuilt from scratch rather than rolled forward
  • 03Finance spends more time producing reports than explaining them
  • 04Entities and systems disagree on the same number
  • 05Controls rely on manual review and late detection
  • 06Growth, acquisitions or new entities have outgrown the current set-up

Let’s turn your next challenge into an opportunity.

Book a meeting with our team to explore how we can help across finance, sustainable capital and AI.