Finance and Accounting Process Optimization Design, deliver and manage to enable sustainable growth. Our extensive experience in operations, process, technology, and change management addresses complexity to avoid impacting employees.We show you how to align organizational structure with business objectives so you’re in control, and how to proactively manage program costs instead of reacting to challenges. You gain effectiveness and efficiency that positions the organization for growth.Our solutions improve efficiency and effectiveness, so organizations can more actively manage the strategic aspects of finance and accounting processes. Stop reacting and transform your organization 2024 Global Finance Trends Survey Explore key findings from our finance survey on CFO transformations and global trends, emphasizing tech's role in strategic growth and security. Read more How We’re Helping Our Clients We deliver a wide-range of capabilities to support your organization's unique finance needs and beyond: Pro Briefcase Data & Analytics Future-state finance functions must generate insight that help to exceed consumer expectations. We can show your team members how use advanced data and analytics capabilities to facilitate this role. Pro Building office Cloud Let our Cloud team help you migrate finance ERP and operations (from CRM to reporting, reconciliations, and payment processing) to the cloud. We emphasize the mitigation journey while also ensuring the long-term cloud platform is efficient and secure. Learn more about our Cloud offerings. Pro Document Consent Intelligent Automation Using "Fit for Purpose" long-term solutions, we work with clients to develop automation for governance, IT infrastructure, security, and management protocols. This technology can automate business processes, improve efficiency, and transform finance. Pro Document Stack Enterprise Applications We help you select, design, implement, maintain, and protect your applications to facilitate finance and accounting process transformation. Pro Legal Briefcase Emerging Technologies We help companies apply new and emerging technologies for finance and accounting processes so they can drive competitive advantage and invest in the future growth. Pro Rightmark Square Managed Business Solutions A one-of-a-kind, flexible delivery model, Managed Business Solutions blends Protiviti’s consulting experience with Robert Half’s operational expertise to build customized resource teams to address your challenges and deliver rapid improvement. graph 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 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. Leverage technology to transform the workforce from transactional to advisory Our Approach We help visualize all finance processes and analyze operative process data created by IT systems, resulting in greater process transparency and optimization. Our team develops integrated workflows with automated processes that enable more agile finance functions and allow a seamless mix of workers in a controlled cloud environment across the core finance and accounting processes.Record to Report - We help streamline and automate the financial closing process from record to report so the organization has timely and accurate reporting that reflects the data sourced from multiple departments. Business Planning & Analysis - We show you how to shift focus from what happened to what will happen and drive outcomes aligned with business strategies. We create a practical roadmap to transform outcomes under the organization's greater vision.Order to Cash - We help automate and integrate the "order to cash" process, including order management, fulfilment invoicing, reporting, collections and data management.Source to Pay - Our team knows how to optimize the end-to-end process, from finding and negotiating with suppliers to accounts payable.We can help you ensure that the services and support you provide are valuable, efficient, and cost effective. Our professionals use leading practices to show you how to optimize technology to standardize and automate accounting processes, develop new and enhanced service strategies, and identify and target value-added tasks. Leverage technology to transform the workforce from transactional to advisory Key Partners Through our alliance partnerships we connect innovative services and technology with consulting expertise to optimize key processes and business performance initiatives. Leadership 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 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 Featured insights and client stories CLIENT STORY Transforming Procurement: A Source-to-Pay Assessment and Solution Design Transforming procurement with a comprehensive source-to-pay assessment, this motorsport organization optimized S2P processes, enhancing Workday utilization and spend visibility. PODCAST Podcast | Transform: Assessing CFO and finance leader perspectives and priorities for the coming year – with Chris Wright and Nick Puetz A look at the top priorities for CFOs and finance leaders in the coming year — among them, security and privacy of data, financial and strategic planning and analysis, leadership, and enhanced data analytics — reveals a tale of transformation for... CLIENT STORY Seamless NetSuite Migration Optimizes Operations A leading fundraising and branding organization offering agency, data processing, and digital and media services was seeking a partner to facilitate the transition to NetSuite as the system of record for its operation. CLIENT STORY 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... BLOG Ten Steps to Elevate the Annual Budgeting Process What’s new: The annual budget process can be more than just a routine financial exercise. Why it matters: Setting strategic direction, allocating resources and establishing goals for the upcoming year can elevate the process to one that can be... CLIENT STORY 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... CLIENT STORY 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... CLIENT STORY 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... Button Button