Finance Function Assessment

• Finance operating model review
• Risk assessment and identification of single points of failure
• Evaluation of collaboration with the CEO and C-level leadership
• Data landscape and KPI framework assessment
• Business challenges and key hypotheses

Current-State Process Mapping (AS-IS)

• Team training on process mapping
• Process documentation framework for R2R, P2P, O2C, and Treasury
• Advisory support on documentation standards and controls
• Quality review of process maps and documentation

Resources and Capabilities

• Workforce assessment, FTE analysis, and resource allocation
• Role definitions and responsibility matrix (RACI)
• Assessment of finance team capabilities and competencies
• Skills gaps and succession risk analysis
• Finance function benchmarking

Target Operating Model (TO-BE)

• Future-state finance operating model
• Organizational structure and governance framework
• Standardization and KPI
• Automation and digitalization opportunities
• Reporting framework supporting business decision-making

Transformation Roadmap & Business Case

• Prioritization of transformation initiatives
• Identification of quick wins
• Detailed transformation roadmap
• Business case including costs and expected benefits
• Implementation plan and key milestones