Finance Strategy

Our service focuses on aligning your finance goals and aspirations, identifying the steps needed to achieve them, and building a compelling Case for change.

We address key client challenges such as the need for a clear vision for the future of finance, securing senior sponsorship, understanding necessary changes, and developing a robust plan to manage transformation.

Key benefits of our service includes:

  • Aligning leaders around a compelling vision
  • Ensuring required changes are understood
  • Identifying opportunities for efficiency
  • Providing a solid foundation for Case for Change
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How We Can Help...

Finance Vision Statement

Helps organisations clarify their goals and aspirations, providing a clear direction for the future of their finance function. By addressing the “big questions”, we ensure that your vision aligns with strategic objectives and support from senior leadership.

  • Identifying and agreeing on goals and aspirations.
  • Clarifying the “big questions” for future direction.
  • Aligning the finance vision with strategic objectives.
  • Securing senior leadership buy-in.
Corporate business team and manager in a meeting
Team of professionals discussing how to connect strategic goals to finance activities.
Strategy Pyramid

Understand the strategic context of your finance function, aligning high-level strategies with detailed operational changes. This approach ensures that every aspect of the finance transformation is connected to the overreaching goals, driving cohesive and effective change.

  • Understanding the strategic context.
  • Aligning high-level strategies with operational changes.
  • Connecting strategic goals to finance activities.
  • Ensuring cohesive and effective transformation efforts.
Delivery Roadmap

Proving a structured approach to managing finance transformation, ensuring that the necessary skills, technology and leadership changes are in place. By defining a clear path forward we help organisations align resources, manage change, and drive successful transformation.

  • Defining required skills and competencies.
  • Identifying necessary technology and data.
  • Aligning leadership changes with cultural transformation.
  • Creating a clear, actionable path forward for successful delivery.
Project manager working and update tasks with milestones progress planning.
a business women smiling whilst reviewing a business case on a tablet
Draft Business Case

Helping you build a compelling Case for Change by leveraging the insights and strategies developed throughout the transformation process. By consolidating goals, required changes, and potential benefits, we create a solid foundation that secures senior leadership support and ensures successful project approval.

  • Supporting the Case for Change.
  • Consolidating insights and strategies for change.
  • Defining the goals, required changes and benefits.
  • Providing a clear justification for transformation.
  • Securing senior leadership support and project approval.

Why Partner with us?

We add value through the development and implementation of high-quality, cost effective corporate services, providing a level of innovation and efficiency which would be impossible for an organisation to deliver in isolation.

Enquire today

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