CFO advisory services
Join the CFO evolution
Driving value for the office of the chief financial officer through process excellence, technology advancement and careful alignment of human capital.
Modern CFOs face unique challenges, complexities and an ever-changing business environment. Finance leaders are tasked with driving enterprise performance, participating in strategic direction and growth, and running a highly effective and efficient finance function. RSM takes the time to understand your business, needs and strategies and works collaboratively to evaluate options to best serve your organization.
Working together is key. This collaboration is necessary to align on a vision, develop and deploy pragmatic solutions that significantly elevate your teams, enhance your effectiveness, and enable you to better serve internal and external clients while modernizing your digital footprint. Our solutions are tailored to each client and your specific industry to provide key insights into becoming a competitive leader in your respective domain.
Connecting strategy to vision through to execution
At RSM, we take the time to study all aspects of the finance function by analyzing the efficiency and interoperability of the finance operating model. The components of the target operating model focus on six key areas:
- Organization and people
- Process excellence, standardization and simplification
- Technology advancement, automation and enablement
- Performance management
- Data, reporting and analytics
- Security, policy, controls and compliance
We evaluate the effectiveness of the finance operating model by analyzing these six categories, allowing us to assess and define any maturity gaps and establish discrete investments necessary to optimize the value of finance as a partner to the business.
Solutions to empower CFOs and elevate the finance function
Our primary objective is to provide advice and counsel to your organization as you embark on defining and shaping your finance vision. Secondarily, it is important that you connect that vision to measurable results and outcomes through careful execution. We have made significant investments in our personnel, suite of services, tools, techniques and approaches that enforce our commitment and provide the appropriate level of value our clients expect from RSM.
The following represents our core CFO advisory services and offerings:
An assessment can be an appropriate first step in analyzing the opportunity necessary to envision the required investments and associated road map to drive future change and optimization, in the immediate, medium and long term. The assessment phase is intended to define business and operational value through insights that calculate gaps in current-state maturity versus future-state maturity with clear definitions of each transformational initiative. Each initiative is organized by its impact on the business and size of investment to drive immediate, medium and long-term value.
Informed transformational value through the assessment phase is mandatory and allows our clients to not only visualize their path forward but clearly understand return value on intended investments.
Today, there is an ever-increasing demand for business leaders to implement and leverage advanced technology to scale operations, boost productivity and remain competitive. The team at RSM helps you transform your finance function by introducing or improving finance technology. Whether by fully utilizing an ERP or introducing automation, we can help you leverage the right systems for your business to improve visibility and strategy while reducing manual tasks.
Outsourcing manual or repeatable tasks and functions can significantly improve efficiency and productivity because trained third parties and other mature organizations are often able to perform these tasks better, faster and cheaper than if you rely on your own internal resources. This strategy may also lead to faster turnaround times, increased competitiveness and reductions in overall operational costs.
Our mergers and acquisitions advisory professionals help create, structure and unlock transaction value by leveraging our proprietary M&A360 approach and playbook, which carefully outlines the right approaches to M&A as well as separations and carve-outs. In a fast-paced M&A environment, we help you move quickly to achieve greater synergies and savings regardless of the situation.
Key insights for finance leaders
Explore these resources for a fresh look at ways finance and the office of the CFO can better serve your organization.
- /insights/services/business-strategy-operations/why-cfos-are-outsourcing-to-scale-smarter-and-stay-ahead
- /insights/services/business-strategy-operations/financial-digital-maturity-multiple-driver
- /insights/services/digital-transformation/ai-for-the-cfo
Learn more about our services
At RSM, we not only work with you closely to develop strategies that support your organizational vision—we have the expertise and tools to help you execute those strategies.
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- /services/business-strategy-operations/enterprise-strategy-services
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Industry-focused approach
Having industry depth and experience is essential when evaluating an organization’s operating model. At RSM, we leverage the strength of our firm, soliciting the right balance of functional, technical and industry insight. We take an enterprise approach with an industry-first impression when shaping your vision and strategy. By leveraging this strategy, we’re able to define leading-edge solutions that deliver meaningful insights and value, allowing you to unlock results that directly solve for industry, business, technical and economic challenges.
The following is a representative list of our core industry focuses:
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/industries/media-and-entertainment
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/industries/nonprofit-and-education
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