Finance Maturity Assessment
How future-proof is your finance function? With the changing world of work due to advancing digitalization and the use of AI, historically grown structures and processes within the company and the finance organization, as well as increasing cost and efficiency pressure from economic conditions, the foundation of one's own finance function is often unclear. Many companies invest in new systems before they truly know their starting point. Our Finance Maturity Assessment creates the necessary transparency.
Our Target
We pursue the following targets with our Finance Maturity Assessment:
- Objective and transparent assessment of the current status and the maturity level of your finance function
- Comprehensive evaluation across all finance dimensions
- Transparency regarding strengths, weaknesses, and potential areas of improvement
- Concrete approaches for optimizing your finance function
Our Principles
- Holistic: through full coverage of the finance function
- Comparable: through uniform, clear maturity levels
- Assessable: through concrete criteria and guiding questions
- Future-oriented: by considering digitalization, AI, and advanced analytics
Our Project Process
- Kick-off & Preliminary Analysis: Review of existing documents and workshop preparation
- Detailed Analysis: Interviews/workshops with those responsible in Finance
- Documentation of Results & Evaluation: Aggregation of results and evaluation
- Summary & Recommendations: Report on Findings and recommendations for action
- Strategy Workshop: Workshop for prioritization and development of a roadmap
Your Benefits
Our Finance Maturity Assessment creates the foundation for a high-performing, digital, and future-proof finance function. We identify optimization potential across your processes, systems, and organization. This allows you to reduce manual tasks, accelerate closing processes, and increase the level of automation. We evaluate you based on a standardized scale, aggregate the assessment of individual dimensions, and translate them into an overall assessment of your finance function. This forms the basis for deriving a potential target operating model and a roadmap with clearly prioritized fields of action. Standardized processes, improved controls, and higher data quality also strengthen governance and compliance and sustainably increase the resilience of the finance function.
"We provide tailored support. We act as your sparring partner with a focus on your processes, requirements, and time capacities. Finance excellence begins with transparency."
Dr. Christian Maier
Partner, Head of Accounting, Reporting & Process Advisory