Finance Transformation

Enhance your finance infrastructure to deliver insight, transparency and sustained outcomes

The pathway to transform your finance function

World events along with technology advances are combining to give the finance function its time to shine. As you look to cut costs by automating repetitive processes and recruiting new analytic resources needed to upskill the finance function, you require a holistic view of what’s needed and the best options available to address those needs. Our community of Finance Transformation solvers can help you continually adapt to meet the latest demands and unexpected challenges that come your way.

It’s time to look at your finance function through a new lens - strategically design processes that leverage automation to meet transactional and reporting requirements and layer in advanced analytics to identify opportunities, build trust and deliver value.

Our human-led tech-powered approach can help you look at problems from new angles to reimagine your finance function beyond the boundaries of today. That’s The New Equation.

An end-to-end journey to sustain your success

Clarity of vision

You can trust us to help you establish your future-state vision and then define, design and build your future-state operating model, processes and enabling technology. With our integrated approach, we create a learning loop that informs each next step of the process, building confidence and internal momentum and delivering business value along the way.

Transparency and insight

Advanced technology has made it possible to position your finance function to add more value by delivering insight, transparency and risk controls in a cost effective manner. The same data needed to comply with regulatory requirements is highly valuable when applied through new lenses across the organization.

Sustained outcomes

Our community of solvers will help you design a strategy for modernizing your finance function and then stay with you throughout the entire process to design and build the solution and then refine it over time. Our human-led tech-powered approach will drive value and help you sustain success over the long term.

We have the tools and capabilities to meet you where you are in the finance transformation journey, through the five areas outlined below

Finance strategy

Create a blueprint of your modern Finance vision and strategy that will transform your people, processes and technology aimed at helping to cut costs, and improve operational effectiveness and capabilities.

Services & Solutions:

  • Develop and implement a future global service delivery model, including shared service centers, outsourcing, centers of excellence, and agile finance teams
  • Explore the “art of the possible” of a modern Finance function, through interactive and hands-on workshops designed to help your team rapidly innovate and transform
  • Benchmark against your peers on effectiveness, maturity and costs of your Finance function


Transaction support

Navigate the full transaction lifecycle from pre-close diligence and support through post-deal day-to-day operations. Partner with PwC teams across the globe to support the entire deal lifecycle.

Services & Solutions:

  • Execute financial and operational due diligence with value creation levers, transition planning, integration and separation issues
  • Accelerate acquisition integration
  • Identify divestiture transition costs, post separation target operating model plans, functional separation plans, transition service agreements, and Day One Readiness plans
  • Coordinate enterprise-wide program management efforts

Enterprise performance management

Identify and influence the high-impact levers of change within your EPM function. Accelerate delivery of actionable cost analytics that drive meaningful insights to inform strategic cost reduction. Our team has extensive experience helping clients with projects ranging from targeted improvements though full-scale EPM transformations.

Services & Solutions:

  • Planning, budgeting, and forecasting
  • Financial close and consolidation
  • Reporting and analytics
  • System design and implementation
  • EPM operating model

Finance operations

Implement strategies to reduce operational complexity, streamline processes, and optimize the use of technology for your core finance processes: Procure-to-Pay, Record-to-Report, and Quote-to-Cash. This leads to improved efficiency, control and quality, lower cost, and increased capacity for business partnering and collaboration.

Services & Solutions:

  • Optimize and redesign your core finance processes and policies, leveraging PwC’s leading KPIs and digital solutions
  • Assess and implement leading technologies to automate and transform your core finance processes
  • Improve your working capital and liquidity by enhancing transactional efficiencies
  • Develop and implement strategies to minimize your financial risk including foreign exchange, interest rate, counterparty credit, and commodity

Financial and treasury management

Today’s complex organizational structures and dynamic market environment provide opportunity and risk for CFOs and treasurers. A collaborative relationship brings PwC’s wealth of capabilities to achieve your vision and strategic objectives.

Services & Solutions:

  • Treasury Org & Strategy
  • Working Capital Management
  • Mergers & Acquisitions
  • Regulatory & Compliance
  • Risk Management
  • Global Cash and Liquidity Management
  • Corporate Finance
  • Automation

PwC + alliance partners drive innovation and speed to value

PwC has many strategic alliance relationships to help you grow, transform, and thrive. Please click here to learn more about our alliances.

Streamline processes and redefine efficiency.

PwC has embedded best practices on SAP S4/HANA, SAP Integrated Business Planning and Mii modules.

A formula for growth in a changing world.

PwC & Oracle help clients achieve and maintain financial and operational stability and agility by planning successful journeys through financial and operational challenges.

Do more than keep the books - reinvent your business.

PwC’s Financial Management solution powered by Workday provides a digital, integrated, and powerful platform.

Be transformative: Tech to help you stay ahead and reimagine outcomes

Strategic Cost Intelligence

A multi-dimensional cost and profitability modeling solution that can produce valuable insights, allowing you to make faster, more confident decisions in a currently high inflationary economic environment.

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Empower your finance employees with ProEdge, the single solution that upskills entire organizations and keeps them ahead of the ever-changing demands of the digital world.

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Finance Process Intelligence

Diagnostic Analysis

Gain insights into the current state of the finance function using financial and qualitative data and analyze the operational effectiveness across finance processes to help drive greater efficiencies, while improving cost and controls.

Activity Analysis 2.0

Simplified survey-driven and rapid data-driven assessments of the finance function to enable insights that lead to reduction in cost and efforts across processes.

Cash Intelligence

Connect disparate data in a centralized hub and improve cash positioning, forecasting and working capital with real-time visibility of cash flows and agile scenario modeling.

Advanced Finance Analytics

Bring together the latest developments in technical analysis and on demand analytics integrated with cloud technologies to create modernized and integrated financial analysis, planning, performance management, risk and reporting capabilities.

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Leader in Finance Transformation Consulting

ALM Intelligence names PwC as Best in Class for Project Management

PwC named a leader in the IDC MarketScape: Worldwide Operations Improvement Consulting Services

The inaugural report by HFS rates PwC as 1st in the industry for their ability to execute

PwC champions consulting-led business transformation

PwC positioned by Gartner, Inc. in the Visionaries quadrant of the SAP S/4HANA Application Services, Worldwide

PwC positioned as a Leader in Gartner Magic Quadrant for Oracle Cloud Applications Services, Worldwide

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Mark Poulson

Finance Transformation Leader, PwC US


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