Finance & Operations | Protiviti Global

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Finance and Operations collection

The role of finance and operation executives is evolving to keep pace with the changing demands of customers and technology. Our finance and operations collection compiles global perspectives to help leaders become a forward-thinking, strategic partner to the business.

Finance and Operations collection

2026 Global Finance Trends Survey

Explore Protiviti's 2026 Global Finance Trends Survey to learn how CFOs re approaching AI, automation, cybersecurity, resilience, forecasting and finance transformation to drive business performance.

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2026 Global Transformation Survey

2026 Global Transformation Survey findings reveal how C-suite alignment, shared performance metrics and technology modernisation help organisations achieve transformation success.

What matters most right now in finance and operations?

BLOG September 23, 2026

Why the Finance Operating Model Is an Enterprise Transformation Priority

Has your enterprise undergone a merger, acquisition, divestiture or carve-out in the past few years? How about a structural change linked to a...

BLOG August 26, 2026

What’s Your Equity Story? Going Public Will Either Reinforce It or Expose Its Cracks

IPO readiness is not about checking a box, selecting bankers or rehearsing a polished roadshow. It is about proving that the company can withstand...

INSIGHTS PAPER August 6, 2026

ASU 2024-03 (DISE): An Important SEC Disclosure Change with Enterprisewide Implications

Understand SEC disclosure requirements under ASU 2024-03 DISE and learn how finance leaders can strengthen reporting, controls, and data readiness.

BLOG July 21, 2026

This is a Drill: Scenario Planning that Drives Business Agility

Central bank rate decisions, inflation and affordability, political instability, ceasefire agreements, the onset of the next recession… You can...

BLOG September 23, 2026

Why the Finance Operating Model Is an Enterprise Transformation Priority

Has your enterprise undergone a merger, acquisition, divestiture or carve-out in the past few years? How about a structural change linked to a...

BLOG August 26, 2026

What’s Your Equity Story? Going Public Will Either Reinforce It or Expose Its Cracks

IPO readiness is not about checking a box, selecting bankers or rehearsing a polished roadshow. It is about proving that the company can withstand...

INSIGHTS PAPER August 6, 2026

ASU 2024-03 (DISE): An Important SEC Disclosure Change with Enterprisewide Implications

Understand SEC disclosure requirements under ASU 2024-03 DISE and learn how finance leaders can strengthen reporting, controls, and data readiness.

BLOG July 21, 2026

This is a Drill: Scenario Planning that Drives Business Agility

Central bank rate decisions, inflation and affordability, political instability, ceasefire agreements, the onset of the next recession… You can...

What are executive leaders thinking right now?

SURVEY October 8, 2026

Top Risks 2027: Executive Perspectives & Growth Opportunities

This essential report for board and C-suite leaders reveals the top risks, growth strategies, and innovation trends shaping 2027.

BLOG September 22, 2026

Measuring the AI Value Equation for Microsoft Copilot

The first wave of AI adoption was driven by urgency as organizations moved quickly to embrace new technologies and accelerate innovation. Today, the...

NEWSLETTER September 4, 2026

The Alignment Advantage in Transformation: Does Your Organisation Have It?

Executive alignment is the key to transformation success. Learn how aligned C-suite leadership drives value, AI ROI, resilience and growth.

BLOG July 27, 2026

From AI Ambition to Measurable Impact: Why a Bottoms-Up Approach Is Reshaping Enterprise Value

The conversation around artificial intelligence has evolved quickly. What began as a race to “do AI” has given way to a more practical realization:...

SURVEY October 8, 2026

Top Risks 2027: Executive Perspectives & Growth Opportunities

This essential report for board and C-suite leaders reveals the top risks, growth strategies, and innovation trends shaping 2027.

BLOG September 22, 2026

Measuring the AI Value Equation for Microsoft Copilot

The first wave of AI adoption was driven by urgency as organizations moved quickly to embrace new technologies and accelerate innovation. Today, the...

NEWSLETTER September 4, 2026

The Alignment Advantage in Transformation: Does Your Organisation Have It?

Executive alignment is the key to transformation success. Learn how aligned C-suite leadership drives value, AI ROI, resilience and growth.

BLOG July 27, 2026

From AI Ambition to Measurable Impact: Why a Bottoms-Up Approach Is Reshaping Enterprise Value

The conversation around artificial intelligence has evolved quickly. What began as a race to “do AI” has given way to a more practical realization:...

What’s new on The Protiviti View blog?

Value creation after the deal: What PE-backed companies need to get right

Blog September 23, 2026

Why the Finance Operating Model Is an Enterprise Transformation Priority

Has your enterprise undergone a merger, acquisition, divestiture or carve-out in the past few years? How about a structural change linked to a successful growth initiative, cloud migration or AI deployment? On a related note: How much has your fundamental finance operating model (how finance delivers services,…

Blog September 15, 2026

Cost Reduction 2.0: From One-Time Savings to Structural Margin Expansion

Private equity firms and operating partners have long used cost reduction to drive enterprise value through EBITDA expansion, but targeted, one-time cost…

Blog August 31, 2026

FinOps for AI: How to Optimize AI Investments for Business Value

This is Part 3 of our 4-part series on AI FinOps. Part 4 coming soon. In our first two articles, AI FinOps Starts with Enterprise Architecture and The…

Blog August 27, 2026

AI’s Last Mile Runs Through Finance

Like the dot-com era at the turn of the century, the current artificial intelligence (AI) moment has a last-mile problem. Back then, the bottleneck was…

Essential guides to help you get started

Guide to AI Governance – Frequently Asked Questions

A practical guide to AI governance, helping leaders address risk, accountability, compliance and value creation as AI adoption expands across the enterprise.

Drive your ERP program to success with Protiviti Hong Kong

Transforming the Enterprise: How to Guide an ERP Implementation to Success

A roadmap for business-led ERP implementations, highlighting the key actions needed to drive transformation and achieve successful outcomes.

Guide to Public Company Transformation: Frequently Asked Questions

A guide to public company readiness, helping organizations prepare for the governance, operational and regulatory demands of going public.

Sustainability: Frequently Asked Questions

A practical resource for navigating evolving sustainability expectations, risks and opportunities in a rapidly changing regulatory environment.

Explore additional thinking on finance, people and operations

AI Token Governance in Telecommunications: Why CFOs and CIOs Must Treat AI Tokens Like Network Capacity

BLOG

It’s the End of HR as We Know It

BLOG

Beyond CRM: Architecture Firm Discovers an Integrated Operating Model for AI-Driven Growth

BLOG

Status Quo Is the Risk: Operations Now Determines Private Equity Value

BLOG

IPO Readiness is not about going public. It’s about staying public

BLOG

Scaling an Agentic Enterprise

BLOG

The AI-People Conundrum: Learning to Lead, Not Lag | AI Pulse - Vol.5

SURVEY

The Hidden AI Cost Problem: Lack of Visibility

BLOG

Business Analytics in 2026: Welcome to the Agentic Shadow Analytics Era

BLOG

The talent advantage: Does your organisation have it?

NEWSLETTER

AI FinOps Starts with Enterprise Architecture

BLOG

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2026 Global Transformation Survey

SURVEY

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Sharing the latest trends, risks, and challenges for board directors and CEOs around the globe. This collection of thought leadership provides practical insights and guidance for new and experienced board members alike on such topics as data/artificial intelligence, technology modernisation, succession planning, disruptive…

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Financial Services Industry

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Financial services organisations are redefining how they compete in an era of AI adoption, digital transformation, cyber threats, regulatory evolution, and economic uncertainty. Today's leaders are focused on modernising technology, optimising costs, strengthening resilience, enhancing customer experiences, and unlocking new…

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