Lay the foundation for unified, agile and data-driven finance operations.
Transform fragmented data into actionable insights and enterprise command.
Convert strategic intent into measurable momentum.
Drive strategy into action to deliver measurable outcomes.
A finance target operating model defines how the finance function should operate in the future across people, processes, technology, and data. For CFOs, it matters because it provides a clear blueprint for transformation—helping align AI, automation, and analytics initiatives with business goals while improving efficiency, governance, and ROI.
Many finance transformations struggle because they focus on implementing tools like AI or automation without redesigning the underlying processes and operating model. Without clear benchmarks, prioritization, and change management, investments remain fragmented, making it difficult for CFOs to measure value or sustain results.
CFOs can apply AI and automation more effectively by first strengthening the finance core—standardizing processes, improving data quality, and defining the right operating model. When AI is applied within a well-architected finance structure, it delivers better insights, faster close cycles, and measurable cost and productivity gains.
Architecting finance from the core means designing the finance function intentionally, starting with its foundational elements rather than layering technology on top of legacy structures. It involves integrating people, processes, technology, and data to create a resilient, intelligent finance organization that can continuously adapt to change.
This eBook provides a practical playbook and a quadrilateral framework to help CFOs assess their current finance setup, define the right target operating model, and prioritize transformation initiatives. It helps leaders move from experimentation to execution by building a clear, ROI-driven roadmap for a future-ready finance function.
