Finance transformation that merges finance with the organisation

We redesign the finance operating model so it merges with the organisation around it — finance, legal, tax, HR, IT, etc. — with shared ownership and governance. Not "finance-led with stakeholder input" but genuinely cross-functional, so the function runs efficiently and stays compliant. That's the difference between a transformation that lands and one that stalls.

Discuss your transformation Read: Ask the rest of the organisation

Beautiful on paper, stuck in reality

Most finance transformations produce an elegant target operating model — and then hit a wall. Procurement won't change its approval flows. HR can't deliver the new role profiles. IT has the integration on next year's roadmap. Legal flags the entity implications nobody scoped.

The diagnosis is structural, not political: the transformation was scoped as a finance initiative, but every meaningful operating model change requires people outside finance to change how they work. If they had no ownership in the design, they have no stake in the delivery.

Leading finance integration hand-in-hand with the IMO across major acquisitions — and leading finance transformations at large Danish companies — taught us this the hard way: cross-functional ownership is what determines whether a transformation lands or stalls.

Design with shared ownership built in

We design target operating models grounded in how your organisation actually works — process taxonomies, governance structures, role design and system requirements — and we structure the programme so that every function that has to change also has a seat, a mandate and accountability.

That means joint design sessions instead of finance presenting to stakeholders. Decision rights mapped before the first process is drawn. And a governance cadence that survives after we leave.

Typical deliverables

  • Current-state assessment — processes, systems, organisation and pain points, mapped and quantified
  • Target operating model — L1–L4 process taxonomy, organisational design and location strategy
  • Cross-functional governance framework — decision rights, ownership map and escalation paths across finance, legal, tax, HR, IT, etc.
  • Transformation roadmap — sequenced workstreams with milestones, dependencies and resourcing
  • Business case — costs, savings and the honest version of the timeline
  • Stakeholder alignment — leadership communication and the change story each function needs
Design Principles

What we hold ourselves to

01 —

Ownership before process

We map who owns each decision before we design how the work flows. A perfect process with an absent owner is a stalled process.

02 —

Reality over frameworks

Standard models collapse on contact with your organisation's actual constraints. We design for your entity structure, your systems, your people.

03 —

Sized for mid-market

No 200-page operating model nobody reads. Deliverables sized for organisations that need to act this quarter, not run a three-year programme office.

04 —

Built to outlast us

Governance, documentation and capability transfer are deliverables — the model should run without consultants in the room.

When the answer is "move it out"

Many target operating models include a sourcing decision: which activities stay close to the business, and which belong in a lower-cost, specialised delivery unit? Where the answer points nearshore, our shared services center in Tetovo is a ready-made option — designed by the same team that designed your model, so nothing is lost in translation between strategy and operations.

Explore the shared services center

Test your transformation against reality

Bring us your operating model — or the ambition for one — and we'll tell you where it will land and where it will stall.

Start the conversation