Target Operating Model

Maximize the value of digital transformation for finance.

Target Operating Model

The adoption of new technologies have enabled organizations to use intelligent automation to improve efficiency, enhance customer experience and reduce risks. We believe finance has a critical role to play in this transformation, and its operating model and core capabilities need to keep pace in this ever-changing landscape.

We help your organization develop a practical roadmap to achieve your desired transformational outcomes in the finance function. We develop a best-fit vision, and ensure your processes, procedures, and teams deliver the best possible value for your organization.

Supporting your finance function during existing transformation initiatives will maximize the benefits of transformation, address challenges, and improve results.

With advanced finance target operating model expertise, our trusted team of advisors will help you navigate the path forward to improved digital adoption while considering the impacts on your people, process, technology, and governance.

Target Operating Model

How We’re Helping Our Clients

We deliver a wide-range of capabilities to support your organization's unique finance 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 target 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 target operating model and create a path forward for efficiency and improvement.  


Find the right balance of internal and external talent

Leadership

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 ...
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. ...
Nick Mckeehan
Nick is Protiviti’s Distribution and Logistics industry lead and a Managing Director in Protiviti’s Chicago practice. Nick has over 16 years of consulting, internal audit and financial controls experience with variety of industries including manufacturing, retail, ...
Ken Thomas
Ken is a Managing Director in Tampa with extensive expertise providing proactive business advice and delivering controllership over core financial reporting and compliance, planning and projections, and transformation through continuous improvement of finance operations ...
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 ...

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 Target Operating Model.


Innovate, adapt, and succeed

Our Target 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 target operating model and create a path forward for efficiency and improvement.  

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