Finance transformation
Finance transformation, led by 20 years of doing it
I help finance leaders modernise how their function works: designing operating models that scale, getting finance ready for acquisitions and separations, and taking the manual work out with automation and AI. An FCMA-qualified finance transformation leader with 20 years of experience, including with a Big Four firm.
What's included
How I can help
Finance operating model design
Diagnostic and target design across six dimensions: process, people, service delivery model, technology, data and KPIs, and governance.
Shared services and GBS
Deciding what work is done locally, in centres of excellence, in global business services or outsourced, and making the move.
M&A integration
Pre-deal finance assessment, Day 1 readiness and the 100-day integration plan.
Divestments and carve-outs
Separating finance cleanly, including transitional services agreements and the plan to exit them.
Automation and AI in finance
Automated matching and reconciliations, AI-drafted commentary and agents for repeat tasks, with the right controls.
Upskilling finance teams
Practical AI and Copilot training for finance, using the team's own work.
Examples
The kind of work involved
Slides and dashboards marked "illustrative" show the kind of work involved; client deliverables stay confidential.
Frequently asked questions
What is a finance operating model?
A finance operating model describes how the finance function works: its processes, people, where work is done, the technology and data it relies on, the KPIs it is measured by, and how decisions are governed. Designing it well is the foundation of any finance transformation.
What are the six dimensions of a finance operating model?
Process (how work flows end to end), People (roles, skills and capacity), Service delivery model (where work is done: locally, in centres of excellence, in shared services or outsourced), Technology (ERP, automation and AI), Data and KPIs (one version of the truth and the right measures), and Governance (decision rights, ownership and controls).
How do you support finance through an acquisition?
Before the deal, by assessing the target's finance function and the cost to integrate it. Then by making sure everything that must work on Day 1 does, from banking and payroll to reporting and controls, and by running a 100-day plan to integrate finance fully.
How can AI help a finance team?
AI can draft variance commentary, match transactions and reconciliations, read and code supplier invoices, summarise documents and answer questions about financial data. The best results come from pairing the right tools with good processes, clear controls and a trained team.
What experience do you have in finance transformation?
20 years of leading finance transformation, including global programmes, shared services, acquisitions and divestments, with a Big Four firm and in industry. I'm a Fellow of the Chartered Institute of Management Accountants (FCMA).
Let's talk about what you need
The first conversation is free. Based in Burton upon Trent, Staffordshire, working with clients across the Midlands (Derby, Nottingham, Birmingham, Lichfield, Leicester), the rest of the UK and internationally, in person or remotely.