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Finance organizational structure

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Presentation on theme: "Finance organizational structure"— Presentation transcript:

1 Finance organizational structure
Project support overview

2 We’ll help you to tackle your critical challenges
Sample projects Illustrative questions finance leaders seek to answer Benchmark current finance costs How much should finance cost? Which areas of finance should be allocated additional resources? The new finance organization: Structure to broaden the strategy How does our new organizational structure align with our overall finance strategy? Do the design principles of the new organizational strategy align with the overall corporate strategy? Assess the maturity of the finance function How can we assess the maturity of our subfunctions? How should we prioritize projects to improve subfunctional maturity? Get feedback from business partners How do we capture and incorporate feedback from business partners into our organizational design principles? How can we clearly communicate the benefits of the new finance organizational design to stakeholders? How can we overcome resistance to FTE and service changes associated with the new finance organizational design? Get buy-in from stakeholders on the new organizational structure

3 Tailored expertise and resources deliver impact in the areas crucial to your success
Benchmark the finance structure Upgrade your finance structure Stay ahead of the latest trends How does my finance organizational structure stack up? How do we plan and execute in finance fast and right? How do I keep my finance function moving forward? Analyze finance cost, head count and process efficiency in the Finance Performance Benchmark Suite Assess finance process maturity using the Ignition Diagnostic Gather facts on how peers address key finance organizational design issues Collect feedback from business partners using our Business Alignment Tool Understand the expanding role of centers of excellence Review your finance organizational structure with this Ignition Guide Follow our guidelines on redesigning finance roles for value creation Utilize our collection of member-donated finance organizational structures Avoid duplicative work by utilizing our Scope of Activities Benchmarks Optimize reporting relationships based on our Span of Control Benchmarks Ensure that finance is aligned with business partner needs Differentiate responsibilities between the corporate center and BU finance teams Redesign FP&A roles based on our centralization decision framework tool Evaluate the benefits and challenges of centers of process excellence (CoPEs) Update the finance organizational structure to allow improved career mobility

4 Your first 90 days as a client (Illustrative)
Month 1 Month 2 Month 3 Review current organizational structure with this Ignition Guide Analyze cost, head count and process efficiency in the Finance Benchmark Suite Anticipate future business needs like John Deere, T. Rowe Price, CUNA Mutual and others, as outlined in this topic center Consider resource allocation to build high-performing FP&A and accounting teams Evaluate the impact of increased career mobility Kick off this initiative with your service associate; discuss your challenges and align key resources Launch our benchmark to evaluate spend, structure and performance Review progress with your service associate and create a forward engagement plan Review progress to ensure continued delivery of the right resources at the right time Discussion: What are the major finance organizational design trends? Discussion: How can we redesign finance to better support business partners? Benchmark results: In what areas should we (de)invest resources? Discussion: What are the change management considerations associated with organization redesign? Annual Executive Retreat: Improving the Finance-Business Partnership Finance Roundtable: Finance Talent for the Future Written Research Service Associate Support Analyst & Advisor Inquiries Live Events

5 We cover a range of key finance and technology initiatives to equip you for success
Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges. Budgeting Cost Management Facilities Management Finance IT Finance Organizational Structure Finance Roles and Responsibilities Finance Strategy Finance Talent Forecasting Functional Analysis Growth and Innovation Internal Controls Investor Relations Management Reporting Metric Selection and Dashboard Design Portfolio Planning Real Estate Functional Management Real Estate Customer Relationship Management Robotics Shared-Service Customers Shared-Service Fundamentals Shared-Service Performance Measurement and Improvement Shared-Service Strategy Shared-Service Talent Tax Operations Workplace Strategy

6 How we deliver value to your peers
“Using CEB (now Gartner) resources, we cut the time needed to restructure the finance organization in half, and we achieved a high-quality outcome.” Ivan Duvnjak CFO Bariatrix Nutrition Inc

7 Deliver your critical Finance priorities
We’re ready to help you excel against your critical finance challenges. Get in touch to discuss how we can fast-track your success.


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