Finance Transformation

Connect finance operating-model decisions, processes, controls and systems to better financial information and sustainable operational performance.

Finance Transformation

Delivery in practice

Finance modernisation reaches beyond a new ledger. CFOs need the close, consolidation, billing and management reporting to work across organisational boundaries, with controls and data that remain reliable through transition.

01

Design the finance model

Define accountabilities, service boundaries and future-state Record-to-Report, Procure-to-Pay and Order-to-Cash processes. Connect AP, AR, billing and financial close to controls and reporting needs.
02

Align ERP, EPM and data

Translate process and management-information requirements into ERP/EPM choices, integration requirements and governed finance data. Remain independent of any single software vendor.
03

Control the transition

Plan migration, reconciliation, testing and UAT around financial integrity. Coordinate Finance, Procurement and delivery partners through business readiness, cutover and go-live.
04

Embed improvement

Build adoption and benefit measures into implementation. Use automation, analytics and process redesign where they reduce avoidable work without weakening financial control.
Our method

Finance Transformation Readiness Assessment

Used before a finance-platform commitment, process redesign or significant delivery transition.

What it examines

Finance operating model, close and consolidation, R2R/P2P/O2C, controls, data quality, integrations and business readiness.

Indicative outputs

A finance readiness view, prioritised process/control gaps, migration and reconciliation requirements, and a sequenced improvement roadmap.

The decision it supports

Finance leaders can agree priorities and investment dependencies before committing to implementation or cutover.

Relevant experience

Finance systems and process change.

PearsonGoldman brings experience across SAP S/4HANA Finance, SAP Finance & Billing, Unit4 ERP, P2P, O2C, AP, AR and R2R, including integration, migration, UAT and cutover. Our wider automation and digital-transformation experience includes £2M+ operational savings. Separate automation programmes reduced manual processing effort by more than 60%.

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