Finance Technology & Data Create sustainable growth with innovative digital solutions. Maximizing data and automating functions are central to transformation and growth within an organization.Protiviti can help you harness, analyze, and leverage data more efficiently so your organization can make data-based business decisions. We have the expertise and resources to deploy end-to-end solutions to transform your finance and business operations. 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. Read more 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 needs and beyond: Pro Briefcase Digital Transformation Build trust, simplify transactions, and drive business growth as you create and deliver exceptional experiences for your customers with Protiviti Digital. Pro Building office 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 Document Consent Technology Discover how our technology and business process consulting solutions can help you automate, modernize or embark on an end-to-end finance transformation journey—from strategy, design and development through implementation, risk management and managed services. Pro Document Stack Cloud Let our Cloud team help you migrate finance ERP and operations (from CRM to reporting, reconciliations, and payment processing) to the cloud. We emphasis the mitigation journey while ensuring the long-term cloud platform is efficient and secure. Learn more about our Cloud offerings. Pro Rightmark Square Cybersecurity As key stakeholders in organizational data security and privacy finance, we understand the importance of protecting your data and systems. Learn more about our Cybersecurity capabilities. Pro System Security Ecosystem Partners Our extensive network of partners allows us to connect innovative services and technology with our extensive experience to optimize key financial processes and business performance initiatives. 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. Our Approach We deliver finance priorities with business growth plans to help our clients create value, while remaining competitive and profitable. Our finance technology solutions create flexibility, and help you respond to the evolution of the market and support your organizational growth, including:Investing in learning & development so your people understand, work with, and embrace technology. Identifying requirements to help the organization leverage the appropriate technology for process automation, data flow and reporting.Achieving five key outcomes: optimize and automate processes, integrate capabilities across processes and applications, create an effective and efficient data environment through systems of records, align reporting and analytics to business needs, and understand the total cost of ownership (TCO) for business applications.Protiviti’s finance technology and data consulting includes:Future state design and optimisationData classification, protection and governanceProject implementation strategy and roadmapTechnology enablement Key Partners Through our alliance partnerships we connect innovative services and technology with consulting expertise to optimize key processes and business performance initiatives. Create value, while remaining competitive and profitable Defining Finance for the Future Our holistic Finance Transformation approach considers Technology, Process and Data layers. We leverage automation and emerging technologies to optimize and automate your finance processes. Leadership Ken Thomas Ken Thomas, Managing Director, CFO Solutions, specializes in finance operations strategy, implementation and transformation of financial systems and their underlying data governance. Ken brings 30 years of finance experience from serving multiple leadership roles ... 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 McKeehan, Managing Director, CFO Solutions, 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 ... 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 BLOG Crack the ERP Code for a Successful IT Transformation 4 min read One of the most common hurdles when organizations launch an IT transformation is the need to upgrade core enterprise resource planning (ERP) systems. As business expands and market demands shift, older systems often reveal their limitations.... NEWSLETTER Money Well Spent? Capturing AI’s Elusive ROI 2 min read Discover insights on capturing AI’s ROI in this edition of Board Perspectives, featuring expert advice on navigating the complexities of AI investment. BLOG Beyond Go-Live: Change Enablement at the Heart of ERP Transformation 4 min read ERP transformations are often described as journeys, but the real test starts after the system is live. During our recent webinar, ERP Transformation: How High-Performing Organizations Align Business and Tech, leaders from The Aerospace Corporation,... BLOG Maximizing AI Investments While Maintaining Essential Controls Hinges on the CFO 8 min read As companies seek AI-driven gains, CFOs must spotlight a key — and often ignored — success factor: internal control structures. Why it matters: AI-related internal controls foster stakeholder trust and equip the organization with the traction... BLOG Finance at the Speed of Innovation 6 min read Imagine a finance function where data is seamlessly consolidated from multiple sources in real time. Imagine generating real-time insights with minimal effort and leveraging AI capabilities to proactively identify emerging trends before they impact... BLOG Fit-to-Standard vs. Customization in SAP S/4HANA: How to Decide What’s Right 4 min read During any SAP S/4HANA implementation, companies face a critical decision that will define the project's success: Does the business adapt to the software or does the software adapt to the business? This is foundational to both the idea of... BLOG Succession Planning: Preparing for the AI-Fueled Future of Corporate Finance 7 min read The organizations that thrive in 2030 will be those that treat talent development, AI integration and organizational agility as interconnected priorities requiring coordinated action today and careful consideration of implications. AI adoption is... Previous Article Pagination Next Article Featured client stories Seamless NetSuite Migration Optimizes Operations 4 min read 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. Solving Legacy Accounting Challenges With Automation and Process Improvements 7 min read 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... Multinational Consumer Products Company Modernizes FP&A Globally with SAP Analytics Cloud 5 min read This U.S.-based client is a multi-national consumer products company that has been in business for more than 150 years and now has more than 40,000 employees in 80 countries around the globe. Finance Transformation Expertise Supports Strategic Initiatives 6 min read The client was undergoing a strategic finance transformation initiative to globally align technology, policy, and procedures. As part of this initiative, the company had several strategic goals.... Technology transformation and change management help non-profit organization reach donors and improve fundraising 6 min read Technology transformation, change management help nonprofit reach donors, improve fundraising and impact communities Previous Article Pagination Next Article