Target Operating Model Maximise the value of digital transformation for finance. The adoption of new technologies have enabled organisations to use intelligent automation to improve efficiency, enhance customer experience and reduce risks.We help your organisation develop a practical roadmap to achieve your desired transformational outcomes in the finance function. We develop a best-fit vision, and ensure your processes, procedures, and teams deliver the best possible value for your organisation.Supporting your finance function during existing transformation initiatives will maximise the benefits of transformation, address challenges, and improve results. With advanced finance target operating model expertise, our trusted team of advisors will help you navigate the path forward to improved digital adoption while considering the impacts on your people, process, technology, and governance. 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. Read more 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: Pro Briefcase Managed Business Solutions A one-of-a-kind, flexible delivery model, Managed Business Solutions blends Protiviti’s unmatched consulting experience with Robert Half’s deep operational and financial expertise to build resource teams customized with clients to address challenges and deliver rapid improvement. Pro Building office Future of Work The future of work has arrived. With the help of Protiviti’s dedicated experts, we can guide you through the process of elevating your technology—all while providing your team with the operating models, support and tools they need to thrive in this rapidly changing environment. Pro Document Consent Finance and Accounting Process Excellence Our finance and accounting processes are uniquely designed to enable scalable growth, leverage leading technologies, transform the workforce from transactional to advisory, and better integrate with other business functions. Pro Document Stack Organizational Transformation From start to finish, our goal is to align, define, adopt and execute dynamic strategies to establish a cultural foundation accepting of the most complex transformation. Pro Rightmark Square Technology Strategy and Operations and Software Services From establishing strategy and implementing future-state solutions to supporting ongoing delivery of service, our focus is on agile design, dev-ops and implementation. Pro Location Globe Cost and Performance Management Protiviti helps you refine your organizational strategy to increase performance and implement cost controls. 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. Leadership 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 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 Nick McKeehan Nick is a Managing Director who serves as Protiviti’s Global Leader for Financial Reporting Remediation & Compliance services. He has over 20 years of experience leading Finance Transformations, including: public company transitions, financial accounting ... 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 Mark Gosnell Mark is a Managing Director in Protiviti’s Los Angeles Office, leading the West Coast Finance & Performance Management practice. Prior to joining Protiviti, he was an executive leader at IBM, managing large-scale business transformation, process improvement and ... Learn More Featured insights and client stories CLIENT STORY University’s Budget Process Optimization Drives Agility and Effective Decision Making 6 min read Discover how a university enhanced Budget Process Optimization, reducing timelines and improving accuracy for strategic decision-making and fiscal accountability. BLOG Speed Up or Slip Behind: How Accelerating AI Can Transform Risks Into Rewards 6 min read In many life situations, if there is a high risk, the tendency is to slow down. 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