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

High-value data, high-stakes decisions: CFOs drive growth and risk strategies

Explore Protiviti’s Top Risks Report 2026 for finance executives to understand emerging challenges in AI, data security and global market volatility.

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.

We deliver a wide-range of capabilities to support your organization's unique finance needs and beyond:

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.

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.

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.

Enterprise Applications

We help you select, design, implement, maintain, and protect your applications to facilitate finance and accounting process transformation.

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.

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.

Target Operating Model

Evaluate and find the right balance of internal and external talent to optimize resources and align with the organization’s strategy.

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.