WHAT WE ARE KNOWN FOR
Globally recognized Finance Transformation Experts at your doorstep
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CFO SERVICES DELIVERED
We are globally recognized Finance Transformation Experts with extensive experience in designing and implementing transformational change programs for Executives.
Our firm provides strategic advisory services, operational implementation methodologies, and tools to enable you to develop high-performing Finance functions and achieve your strategic objectives. Ensuring effective implementation is paramount in our solution delivery approach.
Exploring and achieving the right implementation is for us one of the most essential points when delivering a solution.
We operate globally, specializing in Finance Transformation for a range of clients, including:
We support our clients in several areas:
01
Finance Target Operating Model & Service Delivery
In today's relentlessly evolving economic landscape, finance executives face unprecedented pressure. They must not only maintain financial stability but also transform into strategic partners, architecting long-term value creation through agile and adaptable operating models.
To not just meet, but exceed these demands and secure sustainable growth, forward-thinking leaders are strategically implementing game-changing capability-building initiatives and deploying cutting-edge digital technologies, most notably Robotic Process Automation (RPA).
Finance Target Operating Model
Processes streamlined, organisation aligned and digitally equipped to be more flexible and adaptive to future changes.
A robust, well-defined service delivery strategy is no longer a luxury, but an absolute imperative to fully capitalize on these evolving capabilities. Digitizing finance back-office functions is not merely an efficiency play; it's a strategic imperative. By doing so, organizations can fundamentally streamline processes, empower data-driven decision-making, and deliver dramatically enhanced customer interactions.
RPA, for example, is not just about automating manual, repetitive tasks. It's about unleashing a tidal wave of cost reduction and productivity gains within finance and shared services. This intelligent automation elevates quality, freeing up invaluable human capital to focus on high-level strategic analysis and innovation. The inherent scalability of RPA delivers 24/7 operational capabilities and agile handling of peak demands, all while slashing staffing costs to a fraction of traditional onshore models.
However, achieving these critical service delivery objectives within a dynamic operating model demands more than just technology. It necessitates a holistic, organization-wide transformation, meticulously addressing culture, talent acquisition and development, process optimization, and the deployment of advanced technology systems. This transformation must be rigorously underpinned by robust methodologies designed for the rapid identification and decisive resolution of process inefficiencies, guaranteeing seamless alignment with the modernized operating model.
Our proven approach doesn't offer mere incremental gains; it empowers organizations to establish a flexible, scalable, and cost-efficient platform for world-class finance capability delivery. Seamlessly integrating these advanced capabilities drives alignment with growth strategies and prepares your business for tomorrow’s challenges, today! The result is a transformative leap toward resilience, innovation, and sustainable success.
Optimus Advice commentary
Nurtan Durant Global CFO Services Expert
" Finance Executives have faced a higher number of complex challenges over recent years. I see increasingly digital technology investments made to tackle economic volatility to overcome these challenges. However, less focus on building a true adaptable organization-wide capability with finance teams having the right set of skills. Skills like the ability to extract insight based on analytics, or project and change management skills are critical but least developed. Thus, it requires discipline not to overinvest in technology but rather to also focus on capability development."
02
Post Merger Integration
Navigating the complexities of post-merger and acquisition (M&A) integration is a journey often spanning months. To unlock the full potential of value realization, a meticulously designed Critical Path Plan, combined with seamless collaboration among management, employees, and shareholders, is crucial.
Optimus Advice specializes in guiding clients through sophisticated finance integrations, focusing intently on key value drivers that create and preserve organizational worth. Leveraging our deep expertise in finance transformation, we proactively identify and address integration challenges early in the M&A lifecycle, ensuring a seamless and efficient transition.
Our approach transcends the mere combination of entities. From articulating the strategic vision and synergy case to mapping multiple closure scenarios with precise stage gates, we adopt a holistic, detail-driven process. We prioritize pivotal decisions that yield maximum value, including defining the future operating model, optimizing the staffing framework, and selecting the most effective IT infrastructure. These critical, cross-functional choices are central to deal value and demand executive-level attention.
Collaboration lies at the heart of our method. We work closely with stakeholders to forge a shared vision and guiding principles for the integration. By identifying future leaders early, defining scope, and addressing dependencies, we lay a solid foundation for the future organization.
Our efforts culminate in a robust operational blueprint, ensuring Day 1 readiness and rapid value capture. In the execution phase, we focus on building a high-performing organization, proactively identifying opportunities for future enhancements, and achieving value-driven synergy targets.
This comprehensive, client-centric approach delivers clarity, aligns stakeholders, and ensures a seamless and controlled "Day 1" integration—laying the groundwork for sustained success.
POST MERGER INTEGRATION
Capture the value of the deal faster and with a smooth Transitioning
Optimus Advice commentary
Cynthia Mayer Wolf CFO Services Expert Americas
" Having the right execution and implementation is for us an essential step in a transformation process. A good idea can fail without proper execution. We understand that it is not just about seeking efficiencies, it is also about ensuring that robust controls and adequate resources are in place”.
03
Financial Planning & Analytics
In today’s fast-paced and competitive landscape, organizations are grappling with the dual challenges of navigating an overwhelming influx of data while adapting to ever-evolving market dynamics.
Success demands not just accurate data, but the ability to transform it into timely, actionable insights that drive confident and impactful decision-making. Data has emerged as the cornerstone of strategic excellence—empowering organizations to stay ahead of the curve.
At Optimus Advice, we specialize in unlocking the potential of data, equipping organizations with cutting-edge tools and deep expertise to enhance predictability, uncover actionable insights, and make smarter, faster business decisions. Our approach goes beyond providing solutions; we become trusted partners in our clients’ journey toward sustained success.
Through close collaboration, we craft bespoke three-statement forecasting models tailored to each organization’s unique needs. By integrating robust sensitivity analysis across financial and non-financial dimensions, we explore diverse scenarios, evaluate pivotal variables, and arm organizations with dynamic strategies that adapt seamlessly to change. This positions finance teams as invaluable strategic advisors—a role that many executives have long sought from their finance functions.
Our tailored approach ensures organizations can make informed, high-impact decisions about allocating financial resources to their most value-generating opportunities. By enabling FP&A teams to fluidly navigate between strategic planning and execution, we foster agility and resilience in the face of market complexities.
With a proven track record, Optimus Advice consistently delivers measurable value: enhanced productivity, significant cost savings, optimized cash management, and empowered decision-making.
Our commitment is simple—aligning every solution with our clients’ broader vision, ensuring a lasting impact on their success.
FINANCIAL PLANNING & ANALYTICS
Drive growth, manage risk, and increase profitability and effective decisions, by timely and actionable insight.
04
CFO Services Advisory & Interim Solutions
With our deep industry insights and proven expertise in Finance Transformation and change management, we position ourselves as trusted partners in delivering innovative and practical solutions tailored to your unique business challenges.
Finance leaders today face a critical juncture in an increasingly volatile market to redefine their functions, transforming them into strategic powerhouses capable of driving informed decision-making, operational excellence, and sustainable value creation.
CFO SERVICES & IINTERIM SOLUTIONS
To enable Finance to perform better and effectively serve the business with our Professional service
With a proactive, solution-oriented approach, we thrive in complex environments and focus on helping you tackle key priorities such as:
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Are your finance processes driving business objectives, ensuring decisive action and robust financial control?
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What transformative steps deliver best-in-class performance, efficiency, and strategy?
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How can your operating model clarify roles, streamline processes, and optimize resource allocation to support growth?
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Have you considered the transformative impact of Robotic Process Automation (RPA) in reducing errors, increasing efficiency, and enhancing reporting capabilities?
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What strategies can reduce costs through economies of scale and process standardization, without compromising quality?
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Which investments and costs within your finance function drive true competitive differentiation?
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What initiatives can help you enhance stakeholder value while streamlining finance operations?
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How can efficiencies be maximized while reducing the overall cost of the Finance function?
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What approaches to integration can unlock synergies when bringing new businesses onboard?
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Which frameworks will ensure successful business carve-outs, balancing efficiency and organizational adaptability?
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What strategies will ensure seamless integration or separation while aligning with overarching business objectives?
By addressing these critical questions, finance leaders can reimagine their function’s role, design and execute strategies that deliver transformational results, and harness the power of advanced technologies for a future-ready organization.
Through our proven methodologies and unwavering commitment to excellence, we partner with you to achieve resilience, innovation, and enduring success in an ever-changing market.
RECENT CLIENT SUCCESS STORIES
ENGAGEMENT 1
Target operating model assignment ...
For a client in the Consumer & Industrial Products industry, we transformed their decentralized finance function from a country-based operating model to a globally integrated Finance Operating Model supported by digital automation.
The diagnostic assessment revealed duplication across key core finance processes globally and limited expertise within teams due to high-volume requests, manual workload, data ambiguity, and unclear governance.
To transition from the traditional to the new emerging finance operating view, we introduced automation, RPA, and best-in-breed technology.
We initiated the project by defining the Finance strategy based on value drivers, designing capabilities around three key components:
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Global Governance: To achieve efficiency savings, we collaborated with the client to develop a new globally governed Finance operating model and centralized finance activities into a captive Shared Service Center in a low-cost geography. We also established business partner functions with clearly defined competencies to improve support for key stakeholders.
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Standardization: We standardized end-to-end processes using process automation and appointed global process owners for single oversight and accountability.
- Smarter Operations: We automated (RPA) and centralized rule-based, repetitive, recurring finance tasks. This freed up finance personnel to focus on providing value-added support to internal stakeholders, utilizing dashboards to drive growth.
This shift transformed the existing Finance structure from one heavily weighted towards operational finance activities (reducing them from 62% to 25%) to a structure focused on Business Partnering Finance (increasing it from 38% to 75%), resulting in annual FTE Finance cost savings of 30%.
Optimus Advice commentary
Nurtan Durant Global CFO Services Expert
" Today, digital technologies are transforming every functional area within an organization. For example, finance is not just about numbers anymore it is also about non-financial data reporting and visualization capabilities. The same applies to SSO. SSO leaders are recognizing digital technology like robotic process automation and self-service platforms as tools to evolve into true transformation agents: becoming a catalyst for enterprise-wide change and impact, delivering top and bottom-line savings while developing talent and the tomorrows leaders. This enables Finance to move up the value chain to drive business decisions better, and with driving process efficiencies through automation companies can benefit from these exciting times early on."
ENGAGEMENT 2
Post Merger Integration...
In a post-merger integration for a global company in the Agribusiness industry, we provided Finance Business Lead support for the merging of two entities.
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This engagement encompassed defining integration governance, developing the synergy case, establishing the 100-day plan, and overseeing execution. We identified cross-functional interdependencies (facilitating PMO establishment) to develop comprehensive Day 1 workplans.
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We delivered in-depth functional expertise in areas critical for value capture, including future operating model design, service delivery optimization, and system rationalization. Support was also provided for the staffing model, including analysis of FTE impact.
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We designed the to-be processes and procedures for the newly formed company and managed the adaptation of Finance operations and systems to the defined future Finance operating model.
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The merger was executed smoothly, with successful balance sheet consolidation and uninterrupted normal operations, achieving the projected synergy targets.
ENGAGEMENT 3
Service Delivery Strategy assignment ...
An enterprise-wide transformation initiative was undertaken for a cloud-based enterprise software company. This company had operations spanning 24 countries and a workforce exceeding 3,700 individuals.
Our involvement in this initiative included the development of a Finance Target Operating Model. The transformation sought to achieve several key objectives. These included large-scale convergence, significant cost reduction, and the creation of an agile organization.
We assessed and identified various service delivery strategy options, including offshore/captive (SSC), BPO, hybrid, and 3rd party supported models. The chosen solution, Business Process Outsourcing (BPO), would enable future organic growth and facilitate the rapid integration of acquisitions.
Initially, we defined service delivery model option criteria and established weighting factors. Irrespective of the selected option, process reallocation and the implementation of globally standardized finance end-to-end processes were mandated. Senior Finance stakeholders evaluated the options, ultimately determining BPO as the most viable solution for the company.
Subsequently, we conducted an RFP process, inviting participation from Tier 1 and Tier 2 BPO providers. The following objectives were communicated to the providers:
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To simplify and standardize operational procedures to enhance service delivery to internal customers.
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To reduce operational service delivery costs.
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To provide the Finance community with the necessary support to sustain focus on value-added activities.
Following a comprehensive evaluation and site visits, the optimal provider was selected. The project kickoff adhered to a detailed plan designed to transition Operational Finance activities to the low-cost provider location. Concurrently, HR-related matters, including severance packages, were addressed.
Transitioning Operational Finance processes to a low-cost geography and standardizing them achieved 35% cost savings. This also shifted processing risk to the BPO provider, freeing up local Finance teams to focus on value-added activities.
Optimus Advice commentary
Nurtan Durant Global CFO Services Expert
" The FP&A function plays a critical role by providing relevant and insightful information to top executives, helping them make well-informed business decisions. Upon closer examination of day-to-day FP&A activities, it becomes evident that there are inefficiencies in the processes. FP&A processes are usually fragmented, with significant customization, redundancies, and inefficiencies, as each local entities aim to best serve its specific business customers. This often results in highly compensated FP&A employees spending time on the transactional aspects of FP&A processes which lowers its talent morale. We believe that most of these transactional FP&A processes could be more efficiently handled in a centralized Center of Excellence environment which will enable better decision making."
ENGAGEMENT 4
Finance Planning & Analytics ...
For a client in the Consumer & Industrial Products industry, we developed a planning model utilizing MS Excel to enhance client insight.
The model incorporated a detailed short-term projection focused on cash management and monetary exposure requirements, as well as a medium/long-term high-level projection with a strategic outlook.
Inputs to the model comprise a set of assumptions, culminating in a projected Income Statement and its corresponding Balance Sheet and Cash Flow Statement, all fully integrated.
Additionally, the model features a base scenario and enables sensitivity analysis of key variables to project different scenarios independently.
ENGAGEMENT 5
CFO Services Advisory & Interim Solutions...
We provided support for a company launching a grain trading business, focusing on the development and implementation of its business operation. Our work involved defining the commercial process, establishing financial procedures and responsibilities, and ensuring the operation’s smooth functioning with the necessary controls.
Our support included assisting the company in identifying and defining key aspects such as the risk management framework, setting up the trading position, establishing accounting and control models, and addressing tax, systems, and treasury aspects.
TALK TO ONE OF OUR EXPERTS
Finance transformation isn't just for global giants—it's essential for businesses of all sizes. At Optimus Advice, we bring you the same high-caliber expertise and precision you'd expect from a
Big 4 firm, but with one crucial difference: we focus on delivering tangible, measurable results without the exorbitant price tag.
We partner with you, leveraging our deep industry knowledge and proactive approach, to craft tailored solutions that optimize your finance function and drive real business impact. Whether it's streamlining processes, enhancing forecasting, or building resilience into your Finance operations, we ensure every step delivers value you can see.
Experience the perfect blend of premium quality and cost efficiency with Optimus Advice.
Talk to one of our experts today! Contact us for a free consultation and discover how we can help you build a more efficient, capable, and future-ready finance organization.