Finance transformation, delivered end to end

New ERP or accounting platform, a shared-service model, a faster close, a reporting overhaul: complex finance change that touches people, process and systems at once. We have run it at global scale and we run it for businesses and funds of every size.

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Transformation fails when the finance team, the technology team and the vendor each own a third of the problem. We take ownership of the whole thing: the target operating model, the process design, the system configuration and integration, the data migration, the controls and the training.

The experience comes from running finance operations and automation programmes in-house at a global technology company, including scaling outsourced operations as Global Process Owner, and from Big Four advisory before that.

What we deliver

Target operating modelRoles, processes, controls and systems designed for where the business is going.
System selection and implementationAccounting, ERP, consolidation, treasury and reporting platforms chosen and put in.
Process redesign and automationClose, reconciliations, reporting and payments rebuilt with automation where it pays.
Data migration and controlsClean data, reconciled at cut-over, with controls your auditors will recognise.
Programme managementOne accountable lead across finance, technology and vendors.

Who this is for

Asset managers

Faster, cleaner reporting cycles

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Private equity

From deal screening to exit

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Other technology advisory services: AI agents · Workflow automation · Finance applications · Data pipelines and dashboards · Compliance and AML tools · Systems maintenance and support · Systems improvement · Data security and privacy

Start with one conversation.

Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.

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