ターゲット・オペレーティング・モデル

財務経理部門のデジタル・トランスフォーメーションの価値を最大化 します。

新しいテクノロジの採用により、組織はインテリジェント・オートメーションを用いて効率性を向上させ、顧客体験を強化し、リスクを低減することができるようになりました。この変革において、財務経理部門は重要な役割を担っており、財務経理業務のオペレーティング・モデルと中核的な能力は、この変化し続ける状況に対応する必要があります。

プロティビティは、お客様の財務経理機能が望ましい変革の成果を享受するための実践的なロードマップの作成を支援します。最適なビジョンを策定し、お客様のプロセス、手続きおよびチームがお客様の組織にとって最高の価値を提供できるようにします。

既存の変革の取り組みの中で財務経理機能を支援することにより、変革の効果の最大化、課題への対応、および成果の向上を行います。

ファイナンス・ターゲット・オペレーティング・モデルに関する高度な専門知識を有するプロティビティの専門家が、人材、プロセス、テクノロジおよびガバナンスへの影響を考慮しながら、より適切なデジタル化に向けたロードマップの策定を支援します。

プロティビティが提供する様々なサービスと連携し、お客様の財務経理部門のニーズに対応するエンド・トゥ・エンドのソリューションを提供します。

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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