Target Operating Model

Maximize the value of digital transformation for finance.

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.

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:

Managed Business Solutions

A one-of-a-kind, flexible delivery model, Managed Business Solutions blends Protiviti’s unmatched consulting experience with Robert Half’s deep operational and financial expertise to build resource teams customized with clients to address challenges and deliver rapid improvement.

Future of Work

The future of work has arrived. With the help of Protiviti’s dedicated experts, we can guide you through the process of elevating your technology—all while providing your team with the operating models, support and tools they need to thrive in this rapidly changing environment.

Finance and Accounting Process Excellence

Our finance and accounting processes are uniquely designed to enable scalable growth, leverage leading technologies, transform the workforce from transactional to advisory, and better integrate with other business functions.

Organizational Transformation

From start to finish, our goal is to align, define, adopt and execute dynamic strategies to establish a cultural foundation accepting of the most complex transformation.

Technology Strategy and Operations and Software Services

From establishing strategy and implementing future-state solutions to supporting ongoing delivery of service, our focus is on agile design, dev-ops and implementation.

Cost and Performance Management

Protiviti helps you refine your organizational strategy to increase performance and implement cost controls.

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 ...

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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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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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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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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.