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Experience
Client Stories
industry
Financial Services

Investing in better systems for PE-backed financial co.​

Context

A leading PE-backed global financial transactions company needed to streamline its fragmented accounting and settlement operations to scale efficiently.​

Value Created

Standardized global processes​
improving accuracy, speed, and transparency across regions​
Global COE operating model​
enabling consistent service delivery and improved oversight​
Enhanced performance management​
supporting continuous improvement and accountability​

People

VALUE LEVERS

  1. Defined future-state tasks, roles & responsibilities​
  2. Established onshore and offshore Centers of Excellence​
  3. Supported talent recruiting, training, and onboarding​​

HOW WE DID IT

  • Built a detailed future-state organization model outlining accountability across global teams​
  • Transitioned from regional structures to centralized COE-led ownership for accounting and settlement​
  • Documented training materials and onboarding plans and supported hiring for key leadership roles​
  • Worked directly with CFO and global accounting leadership to drive full adoption of new ways of working​

Process

VALUE LEVERS

  1. Finance function assessment & design​
  2. EBITDA enhancement and cost-reduction alignment​
  3. Program management & execution support

HOW WE DID IT

  • Identified and quantified cost-reduction opportunities across accounting and settlement​
  • Created standardized processes, SLAs, KPIs, and performance measurement frameworks​
  • Developed a global operating model with clear service definitions and handoffs​
  • Maintained detailed tracking of projected savings vs. actuals for executive reporting​
  • Managed cross-functional execution, ensuring progress and accountability against timeline

Technology

VALUE LEVERS

  1. Aligned transformation actions with IT system consolidation roadmap

HOW WE DID IT

  • Coordinated closely with IT partners to ensure all process and organizational changes supported the company-wide systems consolidation strategy​
  • Identified system dependencies and timing requirements for future-state workflows