San Francisco HR Consultant
Human Resources + Management + Consulting since 1993

Finance Consulting

I support CEOs, CFOs, controllers and treasurers to optimize the structure of their finance functions to improve their contribution to the business. I structure my support to ensure that finance addresses the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge.

These three competing priorities will continue to be the challenge for the finance function.

  • Maintaining compliance and control: Being accountable to the business and to the financial community, CFOs have put compliance and control high on the agenda. For many, responses have been tactical rather than strategic. More deeply embedded and sustainable solutions are now required. Flexibility to response to future regulatory change is also increasingly important.
  • Driving efficiency: The pressure to release money, resources and capacity has never been greater. Gains may come from the elimination of redundant activities, consolidations of activities (for example, through shared services), standardization and automation of processes. These steps have in some instances resulted in cost savings in excess of 50%.
  • Providing insight and challenge: Insight takes different forms in different organisations. It involves delivery of an effective performance management framework, understanding the key business drivers and challenging and supporting business decisions around these drivers. Equipping finance to deliver effective support on these aspects requires tools and capabilities which are often new to the function.

Balancing the tension of these demands means keeping an eye on the details and the other on how to realize the vision.

My Approach

I take an integrated view of the challenges of linking corporate finance requirements to the needs of businesses and their managers. Strategy, at its heart, is about making critical decisions around the allocation of scarce resources. It is about understanding the true sources of a company's competitive advantage and making sure the resources are available to seize opportunities.

I can help if:

  • You are concerned about what governance standards you need to establish to align finance with the business. 
  • You are seeking to reduce the costs and improve the efficiency of the finance function. 
  • You are trying to align finance with the business to provide an effective performance management and challenge mechanism. 
  • You are concerned about having the appropriate balance of controls and that they are not constraining the business. 
  • You are encountering more challenges than expected in setting up shared service and outsourcing arrangements and are keen to ensure sustainable benefits. 
  • You want to recognize change as the "normal" state and want to explore how to embed change capabilities into your finance organisation. 
  • You want to explore a vision for finance.

Service Area: Diversity Consulting, Human Resources Consultant / HR Consultant and interim or long term HR Management engagement in San Francisco Bay Area, including the City of San Francisco, Oakland, Berkeley, South San Francisco, Richmond, San Mateo, San Jose. Fremont, Palo Alto, Belmont, Hayward, Walnut Creek, Mill Valley, and Napa with HR, recruiting, administrative, and general human resources consulting. Organizational Development Consulting, OD Consulting. High performance organizations Consulting. Organizational Culture Consulting. Layoff Consulting. Finance Consulting