Service Offering
Finance & Accounting Operations
Finance and accounting organizations face mounting pressure to streamline and automate core business processes at scale, including order-to-cash, procure-to-pay, record-to-report, and plan-to-actual workflows. Catalant deploys operators with hands-on experience running finance and accounting at scale and expertise honed at premier consulting firms to:
APPROACH
Streamline Finance and Accounting at Speed and Scale
01
Diagnose the baseline
Benchmark current workflows against industry standards. Identify automation opportunities, control gaps, and the size of the prize across cycle time and cost.
02
Design the future-state model
Develop a future-state model spanning process design, technology, and shared-services footprint. Quantify the case for change with savings, control, and decision-velocity gains.
03
Deploy enabling technologies
Implement ERP, EPM, and AI to enable automation and advanced analytics across finance and accounting workflows. Eliminate manual touchpoints and surface real-time insights to leaders.
04
Optimize the delivery model
Consolidate transactional activities into regional or global delivery centers. Standardize policies, SLAs, and governance to scale efficiency across geographies.
05
Sustain adoption and value
Establish KPIs, governance, and continuous improvement that lock in gains. Transfer capability to internal teams so improvements scale with the business.
WINNING TOGETHER
Finance & Accounting Operations Use Cases
Problem
A global rental car company operating in more than 50 countries had grown through numerous acquisitions, leaving finance and accounting workflows fragmented across geographies and lacking the standardization needed to run reliably at scale.
Action
Catalant experts led a concept-to-execution engagement, beginning with a diagnostic that identified opportunities to automate transactional workflows, standardize processes, and modernize the technology stack. A single global finance technology footprint was deployed across 50 countries, anchored by Oracle Cloud ERP and EPM, alongside a global shared services network spanning the Americas, Europe, and Asia.
Results
- Standardized finance and accounting processes across 50 countries
- $50M+ in annual run-rate savings through automation and consolidation
- Single global finance technology footprint enabling reporting comparability and transparency
SaaS Quote-to-Order Acceleration
A publicly-traded platform-as-a-service company faced rising volume and complexity in quoting and order management, lengthening sales cycles and straining downstream order-to-cash performance. A six-week diagnostic analyzed quote-to-order workflows and identified bottlenecks across approvals, systems, and the global labor footprint. A Catalant expert identified a 50% reduction opportunity in both cycle times and cost-to-serve through process redesign, streamlined approvals, and global labor leverage.
PE-Backed Industrial Finance Integration
A private equity–backed industrial manufacturer expanding through acquisitions faced fragmented finance data, inconsistent KPIs across acquired entities, and limited margin visibility at the consolidated level. Catalant experts built a unified finance data model integrating ERP, sales, and operational data, then layered AI-driven analytics to surface margin drivers and cost anomalies. Finance gained the integrated visibility needed to support growth decisions while maintaining cost and margin control.
featured experts
Finance & Accounting Operations Consultants
Chris M.
Ex-KPMG Finance Transformation Partner specializing in global F&A optimization
Jerell P.
Ex-VMware finance shared services leader and Booz & Company operations principal
Michael P.
Ex-McKinsey, AB InBev advanced analytics and AI finance leader
Modernize finance and accounting with experts who've done it before.
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