Start your journey: A hands-on finance modernization workshop
No two finance organizations are the same. Some are just starting their transformation journey—modernizing core processes and adopting enabling technologies—while others are working to scale automation, integrate acquisitions, or evolve their operating models. Wherever you are today, meaningful transformation starts with a clear view of your current state, the most critical gaps, and where to focus next. Our Finance Modernization Workshop is designed to help you do exactly that—bringing clarity, alignment, and actionable next steps to move your finance function forward.
Workshop overview
Designed to help finance leaders focus on what matters most, this interactive session provides clarity on where you are today, where to go next, and how to get there.
- Format: Half-day to full-day workshop, delivered in-person or virtually based on your team’s preference.
- Ideal participants: CFO, CAO, Controller, FP&A, Treasury, Internal Controls, Transformation Office, and other key finance stakeholders.
- Preparation: We conduct light pre-work to align on priorities, identify the right participants, and tailor the workshop to your unique needs—ensuring a focused and high-impact session.
- Objectives
- Assess current capabilities against the Finance Target Operating Model.
- Identify key pain points and focus areas.
- Align finance leadership on transformation priorities.
- Understand key enablers across data, automation, and talent.
- Outcomes
- Clear view of strengths, gaps, and transformation opportunities.
- High level prioritized roadmap aligned to business strategy.
- Stakeholder alignment on direction and value drivers.
- Actionable next steps with clear ownership and momentum.
Finance Target Operating Model overview
The Target Operating Model (TOM) serves as the Clearsulting foundational framework to analyze the Finance function holistically. The TOM is made up of 10 key components, supported by our repository of leading practice, and meant to facilitate a comprehensive review of your finance operations.
- Talent activation
We unlock the potential of individuals by creating an environment with the resources they need to use their skills, strengths, and abilities effectively.
- Process workflow
The design is flexible, scalable, and sustainable, aligned with the current and future capabilities of data enablement, digital technology, and generative AI.
- Data enablement
Processes are standardized and governed across the entity, with processing, reporting, and analytic capabilities considered in the design, and a gold standard established.
- Insights + analytics
Dynamic business monitoring and analysis are available in a timely and accurate manner, with KPIs supporting the overall management of the business.
- Service delivery model
Roles are fully understood and clearly defined, promoting economies of scale, leveraging “like-kind” assets, and eliminating key person risk.
- Governance, risk, and controls
A clear governance framework is established, with policies and control matrices tied to processes, data, and systems architecture, supported by automated preventative controls.
- Digital technology and Gen AI
The enterprise-wide systems architecture is integrated to enable straight-through processing, automate tasks, and minimize manual intervention.
- Constituent experience
Internal and external constituents are identified, their desired interactions are understood, and each operating model component is calibrated to align with that interaction profile.
What’s next?
Our Finance modernization Workshop is just the beginning. If you’re ready to go deeper, we offer a range of services to help you move from strategy to execution—bringing your transformation vision to life.
We don’t leave you with a slide deck—we partner with you to make meaningful change happen. Clients looking to continue their journey with us often engage in:
- Finance organization activity survey
- Capture how finance teams spend their time.
- Identify process inefficiencies.
- Align efforts with strategic priorities.
- Finance Operating Model assessment
- Assess gaps between current-state capabilities and future-state finance vision.
- Define and prioritize initiatives required to achieve the desired end state.
- Provide estimated cost, risk, impact, and timing for each initiative to support informed decision-making.
- Roadmap execution support
- Provide practical recommendations.
- Ensure recommendations are actionable.
- Address critical challenges.
- Digital and technology assessment / implementation
- Assess digital / technology capabilities to identify gaps, redundancies, and opportunities.
- Design and implement solutions in automation, analytics, and systems to enable strategic finance goals.
Why Clearsulting?
We bring the right blend of strategic perspective, operational depth, and collaborative facilitation to make your workshop both impactful and actionable.
- Deep finance expertise: Our team combines finance strategy and real-world operational experience to quickly understand your environment and pain points.
- Target Operating Model specialists: We have a proven track record designing and implementing finance TOMs that balance efficiency, control, and business partnership.
- Practical, business-aligned recommendations: We tailor every recommendation to your organization—ensuring solutions are realistic, actionable, and aligned with your strategic goals.
- From strategy to roadmap: Even in a single day, we help you envision your future state, identify key gaps, and outline a high-level path forward—with clarity and momentum.