1. Finance roles and responsibilities
Project support overview

2. We’ll help you to tackle your critical challenges
Sample projects
Illustrative questions finance leaders seek to answer
Collect business partner feedback
How do we uniformly capture feedback from business partners?
How should business partner feedback impact the redesign of roles or responsibilities?
Identify all tasks currently performed by finance
How do we inventory all tasks performed by finance without a service catalog?
How do we determine the proper party for duplicative tasks?
Rightsize the number of direct reports
Our senior leaders have too many direct reports. How can we re-align roles?
What is the average number of direct reports our managers should have?
Identify the proper skill set for finance employees
How do we identify emerging skills for finance employees and incorporate them into our job descriptions and role information?
What are the technology skill requirements for new roles we want to create?
How can we harmonize our finance roles and responsibilities with those of the company we acquired?
What are the most common responsibilities for analyst/manager within accounting/FP&A?
Update and standardize job descriptions and responsibilities

3. Tailored expertise and resources deliver impact in the areas crucial to your success
Benchmark the finance function
Upgrade your finance function
Stay ahead of the latest trends
How does my finance function stack up?
How do we plan and execute in finance fast and right?
How do I keep my finance function moving forward?
Collect feedback from business partners using our Business Alignment Tool
Avoid duplicative work by utilizing our Scope of Activities Benchmarks
Understand reporting relationships based on our Span of Control Benchmarks
Consider the organizational design implications of changing finance roles and responsibilities using our topic center
Identify the critical skills needed for roles and responsibilities based on our finance talent development essentials
Follow our guidelines on Redesigning Finance Roles for Value Creation
Develop universal performance criteria to ensure aligned incentives like Motorola
Refine job descriptions to be accurate and comprehensive utilizing our job description generator
Clarify descriptions for new finance roles utilizing the framework used by Anglo American
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
Consider the impact of experience-based careers
Measure and monitor function performance by defining hard-to-quantify objectives in qualitative terms like Cargill

4. Your first 90 days as a client (Illustrative)
Month 1
Month 2
Month 3
Identify misaligned tasks from our scope of activities benchmarking data
Solicit business partner feedback using our Business Alignment Tool
Understand how Nestle, Corning and other finance organizations have redesigned finance roles for value creation
Consider the impact emerging skills have on finance, as outlined in this topic center
Recognize the impact of functional maturity
Kick off this initiative with your service associate; discuss your challenges and align key resources
Launch the Business Alignment Tool to collect business partner feedback
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: How we should we identify finance roles to redesign?
Discussion: What are the operating principles of a high-value finance team?
Discussion: How do we embed emerging skills in finance roles and responsibilities?
Business Alignment Tool Results: How do we address issues the survey identified?
Discussion: What impacts will changes to roles and responsibilities have on our finance organizational structure?
Annual Executive Retreat: Improving the Finance-Business Partnership
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. 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.