Three Steps to
Finance Transformation.

You aim to develop your division with an eye to the future? Make a success of this transformation with a CFO/Controlling agenda and the benefit of our expertise. Take your divisions’ mission as the basis for your agenda, firm up the details with the operating model and then use the road map to put it into practice. We focus on your existing resources and support you in areas where they are lacking.

CFO/Controlling Mission

What is our future goal?
Together with us, you develop your Finance and Controlling mission. We view this process holistically, taking account of your corporate strategy.
How do we see our future role?
You define the future role of Finance and Controlling in the company, the value compass that will guide you, and how the two fit in with your existing corporate culture.

Finance & Controlling Operating Model

What needs doing and where?
To derive the implementation strategy for your mission, we use the Finance & Controlling operating model, which consists of seven key areas. In a workshop, an analysis of each area is carried out and compared with the previously defined mission goals.
What needs doing and how?
Priority is placed on the analysis findings and translating them into a roadmap with specific measures.

CFO/Controlling Roadmap

How to prioritize?
We develop a roadmap based on the measures drafted in the workshop for the individual areas. The roadmap puts the various activities into an effective order while taking account of interdependencies and ongoing projects.
What people, what resources to deploy?
You will only achieve your roadmap goals if you win over people for this transformation. To do this, you have to analyze financial resources, available employee capacities and the team’s willingness to embrace change and, based on competence deficits, define your qualification needs.

CA Finance & Controlling Operating Model (CA-FICOM),
CA controller akademie

This is what the roadmap for a medium-size company co-drafted with us might look like. It is purely an example and intended to give you a better idea.

This is what the roadmap of a medium-size company could look like.

2024

2025

...

Business Model, Innovation & Strategy

Play a significant role in the strategic development of the company and any changes

Planning & Risks

Ensure proper adherence to compliance/governance requirements

Controlling, KPI & Reporting

Develop a controlling model with KPI and value drivers

Organization, Roles & Collaboration

Define a role and collaboration model

Processes & Methods

Create effective and efficient Finance and Controlling processes supported by RPA

Data & Systems

Create a standard database and homogeneous system world with automatic interfaces

People & Change

Ensure the competencebased qualification of employees

Geschäftsmodell, Innovation & Strategie

BI- und Datenstrategie entwickeln

Planung & Risiko

Treiberbasierte Planung in Bandbreiten und rollierenden Forecast entwickeln

Steuerung, KPI & Reporting

IBCS-Berichtswesen als relevante Informationsbasis für Entscheidungen aufbauen

Organisation, Rollen & Zusammenarbeit

Task-Force Prinzip etablieren

Prozesse & Methoden

Kernprozesse im Unternehmen effektiv und effizient gestalten

Daten & Systeme

Balance zwischen Data-Governance und Reporting-Flexibilität herstellen

Menschen & Veränderung

Veränderungsprozesse als Business Partner aktiv gestalten

Geschäftsmodell, Innovation & Strategie