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. 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 Survey October 24, 2023 2023 Global Finance Trends Survey Explore Protiviti’s 2023 global finance trends survey with expert opinions, financial forecasts, and financial risk assessments. Download the full report. Read more 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. 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 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. 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. BLOG What the SEC’s SolarWinds Charges Mean for CFOs and Their Peers — 8 Steps to Forge a Chain of Accountability The SEC’s disclosure-related charges against software company SolarWinds and its CISO are a game-changer. Why it matters: The enforcement action signals that the SEC espouses a broader view of accountability, one that extends beyond the certifying... PODCAST Podcast | Accelerate: Assessing CFO and Finance Leader Priorities for the Coming Year – with Kerry Buchar and Chris Wright The volume of CFO priorities has increased for years. In the past 12 months, the intensity of these urgencies also spiked, forcing finance leaders to make higher-stakes decisions more quickly and implement major adjustments with far-reaching... 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... PODCAST Podcast | Achieving Digital Maturity in Finance – with Chelsea Black and Kizzy Gift In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organizations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent... FLASH REPORT Time to Act: SEC Issues Final Climate-Related Disclosure Rules On March 6, 2024, the U.S. Securities and Exchange Commission (SEC) approved its long-awaited — and, for many, controversial — new rule, The Enhancement and Standardization of Climate-Related Disclosures for Investors. The final version of this much... Button Button 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... 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.... 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 organization, which operates numerous higher-education institutions and provides a workplace... 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... Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive... Button Button