Finance Transformation

Independent management consultants specializing in finance transformation

Umbrex helps our clients find the right independent management consultant for their finance transformation project. Over 90% of our finance transformation consultants are alums of McKinsey, Bain, or BCG. The majority also have finance transformation experience in industry roles.

How we help clients with finance transformation

Implement digital tools and technologies to modernize finance functions

Streamline and improve financial processes for efficiency and effectiveness

Redesign Finance roles and responsibilities to align with business strategies

What clients say

Insights on finance from our podcast:​


Interim Executive Roles

Michael Frankel


Business Analytics Diagnostic

Adam Braff



Transformation Projects

Divya Agarwal


Compliance Documentation

Lemon Williams

Insights on strategy from our members:

March 7, 2021
How to Become a Champion of Change Thought Leadership

How to Become a Champion of Change

Caroline Taich shares a  post on change and the skills you need...

March 6, 2021
An Informative Infographic on Pricing Thought Leadership

An Informative Infographic on Pricing

Ian Tidswell shares pricing information on creating and capturing value in...

March 5, 2021
Key Steps to Developing the Personal Brand  Thought Leadership

Key Steps to Developing the Personal Brand 

Susan Hamilton Meier was recently interviewed on The Whole Person Podcast...

Useful resources on strategy recommended by our members

  • National Association of Corporate Directors
  • Society for Corporate Governance
  • International Corporate Governance Network
  • Business Roundtable
  • The Handbook of Board Governance: A Comprehensive Guide for Public, Private, and Not-for-Profit Board Members 2nd Edition
  • A Carver Policy Governance Guide, The Policy Governance Model and the Role of the Board Member 2nd Edition
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How to get started


Tell us about your project


Interview candidates

(We’ll provide bios within 48 hours on average)


Select your consultant and start work

Find a Finance Transformation consultant

or email us at: