Finance Technology & Data Services

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.

Risk insights for finance teams

Explore the 2025 report on Finance Top Risks to understand the top CFO concerns. From macroeconomic impacts to operational threats and AI disruptions, gain insights into the strategies CFOs are implementing to navigate an uncertain future.

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.

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

Digital Transformation

Build trust, simplify transactions, and drive business growth as you create and deliver exceptional experiences for your customers with Protiviti Digital.

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.

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.

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.

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.

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.

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.

Protiviti's finance technology solutions create flexibility, and help you respond to the evolution of the market and support your organizational growth

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 optimisation
Data classification, protection and governance
Project implementation strategy and roadmap
Technology enablement

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 ...

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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 ...

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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. ...

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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 ...

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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 ...

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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.