How I Help My Clients

Finance operations encompasses core processes including Record-to-Report, Order-to-Cash, and Procure-toPay. Optimizing these core processes is a critical endeavor that lies at the heart of efficient and streamlined operations across the organization. In essence, it involves the systematic refinement of workflows, methodologies, and resources to achieve enhanced performance, reduced waste, and increased overall productivity.

By meticulously analyzing and fine-tuning each facet of a process, organizations can unlock a number of benefits, including heightened cost-effectiveness, improved quality, faster turnaround times, and a heightened ability to adapt to dynamic market demands. In this ever-evolving business landscape, the pursuit of process optimization stands as an indispensable tool for achieving sustainable growth and maintaining a competitive edge. I have designed the core processes for a number of organizations to drive efficiency and effectiveness.

Leading companies focus on creating a tightly integrated performance management systems to drive future events and not just watch them happen. This can only happen when there is direct linkage between the key drivers of revenue and profit and the performance management feedback systems.

An Enterprise Performance Management solution is designed to create a holistic framework that links the key elements of target setting, budgeting, forecasting, management reporting, and performance analysis. I take a comprehensive approach that focuses on the processes, technology, organization, and governance framework that leads to world-class performance management.

Organizational design is more complex than most companies realize. Although good organizational design incorporates effective organizational hierarchies, transformational design effectively integrates other concepts such as strategic intent, sources of value generation, information flows, spans of control, performance rewards, and corporate culture.

As part of the redesign effort, I work to ensure alignment of the finance organization with corporate strategy, ensure proper centralization vs. decentralization, and evaluate the corporate hierarchy and spans of control to ensure an effective finance organization with appropriate internal controls.

Global Business Services (GBS) is a dynamic and strategic approach to managing essential business functions that transcends traditional organizational boundaries. It involves the consolidation and integration of various support services, such as finance, human resources, information technology, procurement, and more, into a centralized and often shared services model.

I’ve worked to develop the global service delivery strategy that aligns with my client’s strategic goals. This includes the design and deployment of captive Shared Service Centers to leverage economies of scales and expertise.

Outsourcing part of your organization to a 3rd party provider can provide excellent benefits, but is also fraught with risk. The journey includes the initial selection of activities to outsource, to the global process design, to the knowledge transfer and ramp-up phases prior to go-live.

I can serve as the Program Director to work with your internal stakeholders as well as with any consulting firm you’ve retained to facilitate the outsourcing. I will represent your interests from start to finish.

Effective program and project management can make or break a transformation program. I have extensive experience successfully running and completing finance transformation programs. In order to maximize the possibility of success, I will: 1. Work with your team to identify and document project scope to ensure clear expectations across stakeholder groups, 2) Create a realistic project schedule that clearly defines key dependencies between project tasks, 3) Create a staffing plan that realistically incorporates not just the right skills, but at the right time in the project, 4) Regularly forecast hours and budget to complete for the defined scope of work, 5) Manage risk to ensure that all risks are identified and that a risk mitigation plan is in place to reduce project risk, 6) Clearly communicate with the Steering Committee and major stakeholders all major project milestones, issues and risks.