Transforming Finance
Functions into
Strategic Partners

Efficient Processes.
Scalable Solutions.
Measurable Results.
Finance Transformation revolutionizes the way the Finance function manages strategy, processes, governance, and reporting.

Pivotal Finance partners with CFOs and Finance leaders in established organisations to facilitate this evolution by transforming their Finance functions that drives the company’s strategic ambitions to create more business impact, focus on fine-tuning strategy, leadership, operating model, talent, and/or technology.

The Modern Finance Function

The Finance function comprises four core activities, each crucial to advancing the organisation's success. As you progress from left to right, the value generated intensifies, transitioning from retrospective data analysis to proactive planning and strategic foresight that shapes your organisation's future.
Information
Cleaning, compiling, extracting, and assembling the relevant data
Insight
Interpreting the gathered information and aligning it with a specific objective
Influence
Influencing decisions as a strategic partner within the organisation and ensuring their successful execution.
Impact
Strategic leadership within the organisation by leveraging influence to shape decisions and steering the organisation towards its goals
A recent Gartner survey found that only 20% of CFOs are personally effective, balancing short-term financial performance with fostering behaviours for sustainable, long-term growth. Many finance leaders feel stuck in the cycle of handling Information and Insight tasks, hoping for more time to focus on Influence and Impact. Yet, daily pressures often keep them focused on past results, preventing them from dedicating time to forward-looking, strategic planning.

A successful Finance transformation process frees Finance leaders from the cycle of reactive, data-driven tasks, allowing them to shift their focus toward strategic, forward-looking initiatives. Enhanced processes, accurate data, and automated workflows enable the Finance team to operate with greater efficiency, directing resources toward Insights that drive Impact. Leaders gain real-time visibility to support proactive decision-making, while the team is empowered to prioritise high-value activities, such as performance analysis and future forecasting. This transformation not only optimises daily operations but also fosters a culture of continuous improvement, equipping the organisation for resilient, sustainable growth.
Pivotal Finance Engagement Process
By aligning global trends with your company's challenges and opportunities, we create a tailored platform for sustainable transformation. This approach considers your unique needs and plans, gathering insights from your finance function. Our engagement and scope can be adjusted to fit your timeline, resources, and business-as-usual objectives.
Finance Transformation Roadmap
  • 1. Future Finance Organisation
    An interactive, collaborative workshop facilitated by Pivotal Finance to examine the business strategy to establish the Finance organisation's future state vision.
  • 2. Current State Assessment
    Gather of pertinent information about your current finance and accounting operations, technology solutions, utilisation, processes, and people. This will enable us to identify technology gaps and skillset requirements to achieve the future state vision.
  • 3. Gain Buy-in
    Gain team alignment and executive buy-in to begin a crucial mindset shift that gets people excited to learn and transform.
  • 4. Establish Future Forward Goals
    Discuss short- and mid-term objectives based on the newly defined future state vision and current state assessment. Use this reflection exercise to discuss an ideal path forward and identify key areas of priority.
  • 5. Deliver an Actionable Roadmap
    Pivotal Finance will present a short-term plan and high-level roadmap to reach your future state. This includes a detailed summary of findings, recommendations, practical timelines, and appropriate budgets.
  • 6. Execute Finance Transformation
    Keep finance transformation scope activities project on schedule, on budget and sustainable whilst meeting the business-as-usual goals.

Finance Transformation Roadmap

1. Future Finance Organisation

An interactive, collaborative workshop facilitated by Pivotal Finance to examine the business strategy to establish the Finance organisation's future state vision.

2. Current State Assessment

Gather of pertinent information about your current finance and accounting operations, technology solutions, utilisation, processes, and people. This will enable us to identify technology gaps and skillset requirements to achieve the future state vision.

3. Gain Buy-in

Gain team alignment and executive buy-in to begin a crucial mindset shift that gets people excited to learn and transform.

4. Establish Future Forward Goals

Discuss short- and mid-term objectives based on the newly defined future state vision and current state assessment. Use this reflection exercise to discuss an ideal path forward and identify key areas of priority.

5. Deliver an Actionable Roadmap

Pivotal Finance will present a short-term plan and high-level roadmap to reach your future state. This includes a detailed summary of findings, recommendations, practical timelines, and appropriate budgets.

6. Execute Finance Transformation

Keep finance transformation scope activities project on schedule, on budget and sustainable whilst meeting the business-as-usual goals.

Take the First Step in Your Transformation towards Influence and Impact.
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