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Today's financial organizations are increasingly being called upon to expand their value to the organization. To do this, they often need to improve their decision making and analytical capabilities. Achieving this transition might include reducing time spent on transactions, rethinking traditional accounting and budget practices, increasing the emphasis on providing customer support and building new analytical skills across the financial management workforce. The specific roadmap depends on where you are now and where you want to be in the future.

​If you are interested in transforming your financial management function from an administrative or business support function to a partner in decision-making, we can assist. We will work with your team to understand the current landscape, envision the new one, and develop a plan for making the transformation journey.

We deliver the following services:

  • Strategic Planning for the Office of the Chief Financial Officer

  • Financial Management and Budget Process Improvements

  • Best Practices Research and Advice

  • Financial Performance Measurement/Dashboards


Our financial management services can help you address the following questions:​

  • Do we understand where the overall organization is
    headed and what the OCFO needs to do in order to
    support the change?

  • Do we have a plan for building the capabilities of the financial management workforce?

  • Do we understand our customers' expectations?

  • What measures do we need to be tracking to understand our performance and the performance of the larger organization?


Financial Management

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