Finance Technology

For CFOs

FTI’s Finance Technology practice partners with CFOs to plan and execute their finance technology agendas. Our team leverages technology to enable transactional process automation, deliver business insights, and build a Finance function that truly collaborates with the organization to drive growth. We strive to integrate finance systems across the organization, provide a single source of truth, and give power to the finance team to drive technology-led transformations.

We help with…

Finance Technology Assessment & Roadmap

Rapid diagnostic of gaps in existing finance applications with a structured approach to design optimal desired state, select and rationalize platforms, and develop a roadmap with costs to achieve.

Finance Data Management

Deliver timely, relevant, and accurate fact-based information through reports and dashboards with financial / operational KPIs and analytic insights. Enhance organizational data governance to enable real-time single source of truth enterprise-wide and drive performance.

Digital Finance and Intelligent Automation (RPA+)

Enhance and automate finance processes, enable digital finance platforms, and drive insights to reduce the cost of finance operations, improve end-user experience and support of the enterprise’s strategy.

Finance Systems | Evaluation & Selection

Map current and future requirements including integration and automation to finance systems and provide independent advisory for fitment and total cost of ownership. Drive RFP, negotiation and contracting processes for both platforms and system integration partners and assist in vendor on-boarding.

Finance Systems | Rationalization & Optimization

Collaborating with CFO and CIO organizations, assess the use of the existing finance systems as well as the data architecture and design functional solutions that will optimize use of existing finance systems and increase end-user adoption.

Finance Systems | Master Data Management

Prepare organization for technology-led transformation, including managing system selection and RFP process, vendor/SI onboarding, enabling Master Data and developing implementation architecture and data strategy as well as plan for implementation, testing and roll-out to meet business requirements and integration within overall systems stack.

Merger Integration & Separation Support

Support merger integration and carve-outs with diligence, planning, and post-transaction value creation; design, implement, integrate and stabilize core finance functions leveraging finance technologies.

IT Cost Transparency

Provide a holistic view of IT spend including benchmarking and alignment with finance taxonomy and budgeting processes to communicate a “Bill of IT” for end-to-end cost visibility.

Contact Our Experts

Mukesh Shah

Senior Managing Director

Corporate Finance

Gary Jacobs

Managing Director

Corporate Finance



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