Finance Transformation Assurance Audit
Ensure Your Transformation Delivers Real Impact—Without Vendor Bias or Consulting Firm Agendas. Most finance transformation audits are led by consultants pushing their own solutions or vendors promoting their own tech. I do neither.
I provide an independent, unbiased, and rapid audit of your finance transformation – so you get the clarity and confidence you need, without disruption.
Think of it like hiring an interior designer—someone who evaluates all available options, brings in best-in-class strategies, and ensures every recommendation aligns with your goals, rather than pushing a predefined solution.
📌 My rapid, executive-level audit ensures your programme is on track—before costly delays, inefficiencies, or misalignment erode your ROI.
💡 Whether your programme involves ERP/CRM implementations, GBS/shared services, offshoring, automation, or cost optimisation, I ensure you’re making the right decisions—not just following trends.
👉 Don’t leave your transformation to chance.
Is Your Finance Transformation Really on Track?
Many Finance Leaders Face These Hidden Risks:
Unidentified Risks & Inefficiencies
Small blind spots can derail entire transformations.
Internal Politics & Biases
In-house reviews often lack objectivity, leaving critical issues unaddressed.
Misalignment with Strategic Goals
Transformation investments must deliver ROI, not just compliance.
Stakeholder Confidence Issues
Unclear governance & oversight lead to delays and cost overruns.
Vendor or Consultant Influence
Many audits are tied to solution providers pushing their own interests.
🎯 Who This is For
Your programme likely falls into one of these categories:
- Target Operating Model Design – Building a future-ready finance function
- GBS / Shared Services Implementation – Aligning global processes for efficiency
- Offshoring & BPOs – Finding the right outsourcing model for your business
- Process Optimisation & Automation – Improving finance workflows with technology
- ERP / CRM Implementations – Migrating or rolling out new finance systems
- Regulatory Compliance Programmes – Ensuring alignment with evolving regulations
- Data Management & Risk Transformation – Strengthening governance and controls
- Cost & Procurement Optimisation – Cutting waste while improving financial performance
- Corporate Restructuring – Managing finance transformations within M&A scenarios
📌 Wherever you are in the journey, an independent review ensures you uncover hidden risks and deliver the intended results.
Assurance Audit Options
4 Week Focused Review (For Quick Course Correction)
A fast, targeted evaluation offering quick insights into key risks, gaps, and opportunities. This service provides a high-level assessment with actionable recommendations to get your programme back on track.
What You’ll Receive:
- Strategic Insights Report: A summary of key risks, gaps, and immediate opportunities for improvement.
- Readiness & Resource Assessment: A review of resources, stakeholder alignment, and overall readiness for success.
- Independent Effectiveness Review: An unbiased evaluation of how well your programme aligns with strategic goals.
- Governance & Risk Enhancement Report: Tailored advice to strengthen governance and address risks.
- Executive Summary & Action Plan: A concise summary of findings and a clear roadmap to move forward.
6 Week Enhanced Assessment (For Deeper Alignment & Risk Management)
A deeper, more detailed evaluation to ensure long-term alignment and success. This service builds on the Focused Review by adding insights into governance, stakeholder engagement, and quality assurance.
What You’ll Receive:
Everything included in the Focused Review, plus:
- Quality Assurance Improvement Plan: Clear steps to enhance quality assurance and reduce risks.
- Stakeholder Engagement Strategy: Practical recommendations to improve communication and collaboration with stakeholders.
- Refined Executive Summary & Action Plan: A more detailed summary and refined recommendations for sustainable progress.
8 Week Strategic Deep Dive (For Full-Scale Transformation Assurance)
An in-depth review of your programme’s performance and strategic alignment. This service includes a customised recovery and sustainability plan for long-term impact.
What You’ll Receive:
Everything included in the Enhanced Assessment, plus:
- Benefits Realisation Toolkit: Tools to track, measure, and maximise your programme’s value.
- Final Executive Summary & Action Plan: A comprehensive summary of findings and a detailed action plan to secure ongoing success.
Why Work With Me?
✔ 20+ Years in Finance Transformation Audits – Trusted by top CFOs & transformation leaders
✔ Independent & Impartial – No vendor ties, no consulting firm agenda—just what’s best for you
✔ Strategic, Not Just Tactical – I don’t just identify risks; I help you unlock hidden ROI
✔ Minimal Disruption, Maximum Value – A done-for-you audit requiring minimal oversight
✔ Specialised in Highly Regulated Industries – Deep expertise in financial services, healthcare & government
📌 I provide a 360° view of your programme, summarised at the perfect level of detail required by an executive (CFO/CEO).
What Happens If You Don’t Get an Independent Audit?
💥 Unforeseen risks lead to costly overruns & programme failure.
💥 Stakeholders lose confidence in the transformation process.
💥 Vendor influence leads to unnecessary spending & misalignment.
💥 Opportunities for cost savings & efficiencies go unnoticed.
❌ Don’t wait until problems surface. A strategic assurance audit ensures your finance transformation stays on track and maximises ROI.
Effortless Transformation
Delivering impactful presentations that inspire and motivate your audience, sparking fresh ideas and perspectives to drive success.
Tailored Solutions
Every service is customized to fit your unique needs, ensuring that you receive the best solution for your specific challenges.
Proven Results
Our services are focused on delivering measurable, impactful results that drive success and growth for your business.
Minimal Disruption
We integrate seamlessly into your organisation with minimal disruption to day-to-day operations.
Client Testimonials
Here’s what associate partners and organisations we’ve worked with have said!
Don’t Let Finance Transformation Risks Go Unchecked
🚀 Ensure your finance transformation delivers real ROI, without vendor or consultant bias.
🚀 Get independent, expert insights tailored to your business priorities.
🚀 Identify risks, uncover hidden opportunities, and build a roadmap for success.
Why an Independent Audit is So beneficial for External Auditors & Regulators
For high-profile finance transformation programmes, external auditors, regulators, and executive boards demand transparency, accountability, and demonstrable value.
📌 An independent assurance audit provides the C-suite with a clear, structured view of the programme’s risks, controls, and progress – giving external auditors confidence in governance and execution.
📌 Regulators expect finance transformation programmes to demonstrate compliance, financial integrity, and effective risk management. My audits ensure you have a solid, defensible position when facing regulatory scrutiny.
📌 Proactively addressing risks before external reviews can prevent escalations and reputational damage. A structured audit ensures that compliance is not just a tick-box exercise but a value-driven process that strengthens your transformation outcomes.
Don’t wait for external scrutiny to expose gaps.
Why This Audit is a Partnership - Not a Takeover
Too often, struggling transformation programmes resort to drastic decisions such as team restructuring, leadership changes, or bringing in expensive consulting firms in the hope of a reset.
❌ The result? Further setbacks, loss of momentum, and disruption to the business.
💡 With my independent audit, you don’t need drastic upheaval to regain control.
✔ I empower the C-suite with critical insights and strategic recommendations—so you retain full ownership while making informed, high-impact decisions.
✔ I upskill existing teams as required—ensuring internal capabilities are strengthened rather than replaced.
✔ I provide clear, actionable recommendations tailored to your business priorities—minimising disruption and maximising ROI without unnecessary restructuring.
📌 Think of it as a partnership—your leadership retains full control, while I provide the expertise and clarity to unlock the full potential of your transformation.
Ensure your transformation is on track—without disruption
Why We Stand Apart
Let’s Talk About Your Business Needs.
Whether you’re looking for inspiring keynotes, transformative strategic consulting, or impactful leadership training, we have the expertise to drive your success.
Ready to Transform Your Business?
Take the next step towards unlocking your business’s full potential. Whether you’re seeking engaging keynote speaking, strategic consulting, or impactful training, we have the expertise to help you succeed. Let’s work together to create lasting results.
