Finance Operating Model Design

Designing finance that actually works

We redesign finance operating models to reduce manual work, clarify ownership, and prepare organizations for automation, scale and growth.

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Financial clarity at scale – enabled by automation and data.

Turn insight into action.

From fragmented finance teams to a clear, scalable operating model

We help clients design a clear finance operating model that aligns people, processes and systems with business reality.

What we focus on

  • Roles, responsibilities and ownership across finance
  • Standardized processes across entities or locations
  • Strong internal controls and clean balance sheets
  • Alignment between management expectations and operational teams

The result

  • We respond quickly and effectively when change is required
  • We go the extra mile to deliver what matters most
  • We balance ambition with well-being for the individual employee
  • We adapt to the new and unexpected with confidence

Typical clients

Growing companies, multi-entity groups, and hospitality portfolios where finance has become complex, slow, or overly manual.

Automation & Process Implementation

Automation with real impact

We redesign finance processes and connect systems end-to-end – from invoice capture to payment and reconciliation.

Eliminate manual work

Automation that delivers value not just technology

We implement finance automation pragmatically, combining the 2Click platform with redesigned processes to eliminate manual work and speed up reporting.

What we advise on

  • Accounts Payable and approval workflows
  • Revenue postings via PMS integrations
  • Receipt matching and payment provider integrations
  • Bank clearing rules for automated postings
  • Travel & expense processes
  • Accruals, recurring postings, and month-end cycles
  • Balance sheet reconciliations and close management

Why clients choose us

  • Deep operational finance experience, not just IT consulting
  • ERP integrated automation, not disconnected tools
  • A pragmatic approach: automate what matters most first
  • Focus on real-time reporting, not historical closes

Change management included

We bridge the gap between management’s expectations for automation and finance teams’ operational reality, ensuring adoption, trust, and long-term success.

Performance & Reporting Architecture

Numbers you can trust, and most importantly when you need them

We design reporting architectures that deliver accurate, reliable insights fast, enabling confident decisions and performance management.

Improve decision-making

From late reports to real-time performance insight

Late or unreliable numbers prevent good decision-making. We help clients build reporting architectures that deliver accurate and timely insights aligned with how the business actually operates.

Typical challenges

  • Reports arrive too late to act
  • Management questions data reliability
  • Cost structures remain high despite digital investments
  • No clear visibility on performance drivers

Our approach

  • Automated, real-time data flows from finance systems
  • Standardized KPIs across entities and portfolios
  • Reporting aligned with operational and management needs
  • Hospitality-specific views, including USALI based reporting

What this enables

  • Deep operational finance experience, not just IT consulting
  • ERP integrated automation, not disconnected tools
  • A pragmatic approach: automate what matters most first
  • Focus on real-time reporting, not historical closes

Our philosophy

We design reporting architectures that deliver accurate, reliable insights fast, enabling confident decisions and performance management.

Scale & Exit-Ready Finance

Finance investors trust

We prepare finance organizations for growth, audits, and exits by ensuring structure and transparency.

Investor ready-finance

Finance that supports growth and stands up to scrutiny

Finance weaknesses often become visible only when companies scale, attract investors, or prepare for exit. At that point, it is often too late. We help clients build scale- and exit-ready finance organizations that investors, auditors, and management can rely on.

Typical trigger moments

  • Long, painful audits
  • Investor concerns about reporting quality
  • Portfolio sales or refinancing
  • Rapid growth or international expansion

What usually breaks at scale

  • Structure and processes
  • Communication and alignment
  • Cash flow transparency and forecasting

How we help

  • Scalable finance structures and standardized processes
  • Consistent, comparable reporting across entities
  • Improved cash flow and forecasting reliability
  • Finance readiness for audits, investors, and transactions

End state

  • Clear, structured, and automated finance
  • Reliable data for valuation and benchmarking
  • A finance function that enables growth instead of limiting it

Our principle

Finance should be ready for scale and scrutiny long before investors, auditors, or buyers ask for it.

Get your answers

Frequently Asked Questions about Financial Advisory

Got more Questions?

We work with companies across industries that are growing, restructuring or looking to strengthen their finance function.

Many of our clients come to us when their finance setup is no longer keeping pace with the business.

Traditional consulting often focuses on high-level recommendations that can be difficult to translate into daily operations.

Our approach is pragmatic and execution-focused. We combine finance expertise with real system and process experience, ensuring that what we design can actually be implemented and used by the business.

We have a strong foundation in hospitality, one of the most operationally complex industries, meaning we are used to solving problems where finance, systems and operations need to work seamlessly together.

We support both advisory and implementation.

We help define the right finance structure, reporting, and processes, and we also work alongside teams to implement these changes in practice – whether that involves system setup, process redesign, or integration with existing tools.

This ensures that improvements are not just theoretical but embedded into the business and delivering tangible results.

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Get in touch

Get in touch today – we’d love to answer your questions.