Modelo operativo objetivo

Maximizar el valor de la transformación digital para las finanzas

La adopción de nuevas tecnologías ha permitido a las organizaciones utilizar la automatización inteligente para mejorar la eficiencia, mejorar la experiencia del cliente y reducir los riesgos. Creemos que las finanzas tienen un papel fundamental en esta transformación, y su modelo operativo y sus capacidades básicas deben seguir el ritmo de este panorama en constante cambio.

Ayudamos a tu organización a desarrollar una hoja de ruta práctica para lograr los resultados de transformación deseados en la función financiera. Desarrollamos una visión óptima y nos aseguramos de que tus procesos, procedimientos y equipos aporten el mejor valor posible a tu organización.

El apoyo a tu función financiera durante las iniciativas de transformación existentes maximizará los beneficios de la transformación, abordará los retos y mejorará los resultados.

Con una experiencia avanzada en el Modelo Operativo de Finanzas, nuestro equipo de asesores de confianza te ayudará a recorrer el camino hacia una mejor adopción digital, teniendo en cuenta el impacto en tu personal, los procesos, la tecnología y la gobernanza.

 

Survey

September 8, 2025
5 min read

2025 Global Finance Trends Survey

Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance.

How We’re Helping Our Clients

We deliver a wide-range of capabilities to support your organization's unique finance operating model needs and beyond:
Find the right balance of internal and external talent

Our Approach

In a world dominated by digital transformation, organizations will need to consider how finance will work with the business to support and achieve its goals. The finance operating model must be designed to enable these interactions and enhance finance’s ability to strategically support the organization. With the current shortage of skilled talent, our automation expertise will help bridge the gap to keep up with demand.

Through the use of leading practices, our professionals help organizations evaluate and find the right balance of internal and external talent to align with their strategy and optimize resources.

Depending on your organization’s specific needs, Protiviti’s experts may work to help you deliver rapid improvements, drive operational/cost efficiencies, or navigate the complexities of outsourcing arrangements, improving service while reducing costs. We tailor our solutions to your organizational needs to uncover opportunities and optimize your resources throughout the process.

At Protiviti, we understand that every client’s environment and needs are different. We design our approach to be flexible and scalable to our clients’ needs. However, we do follow a standard methodology designed to assess your organization’s current situation, define a high-level finance operating model and create a path forward for efficiency and improvement.

Find the right balance of internal and external talent
Innovate, adapt, and succeed

Take the Pulse of Your Organization’s Finance Function

Not sure whether your organization would benefit from our services? A helpful starting point is to consider the following questions:

  • Are your finance function capabilities aligned to your overall business model?
  • Do you understand and have a way to measure current skills and capabilities in your finance organization?
  • Are your teams aligned in an efficient, cost-effective manner?
  • Are your processes and procedures giving you the desired outcomes?
  • Does your finance team experience significant workload peaks and valleys in a quarter?
  • How are you currently using technology and data in your business decisions and finance operations?
  • Are your business outcomes providing value to your internal customers and external stakeholders?

We understand there are no easy answers or solutions to these issues, but our consultants stand ready to help you navigate a path forward. At Protiviti, our mission is to help your organization innovate, adapt, and succeed. We will work with you to determine a roadmap to success that enables the future-state model while considering the impacts to your valued team.

Contact us today to learn more about how we can help your organization save costs and increase efficiency with an improved finance operating model.

Innovate, adapt, and succeed

Our Finance Operating Model Methodology

At Protiviti, we understand that every client’s environment and needs are different. We design our approach to be flexible and scalable to our clients’ needs. However, we do follow a standard methodology designed to assess your organization’s current situation, define a high-level finance operating model and create a path forward for efficiency and improvement.

Featured insights and client stories

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