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Services > Finance > Office of the CFO

Office of the CFO

Umbrex connects clients with independent consultants for Office of the CFO projects such as finance operating model redesign, planning and forecasting improvement, and management reporting upgrades. When finance leaders face slow closes, weak forecasting, or fragmented reporting after growth, cost pressure, or an enterprise resource planning change, they may need consultants with finance transformation experience to shape operating model, process, and metric decisions.

Finding the right consultant should be this easy.

1

Tell us about your project

2

Interview candidates

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

3

Select your consultant and start work!

Find an independent consultant with experience in Office of the CFO

Prefer email? Write to [email protected]

Office of the CFO is the finance leadership function responsible for overseeing an organization’s financial strategy, planning, reporting, capital allocation, risk management, controls, and finance operations while providing financial insight to support enterprise-wide decision-making and performance.

What Is Office of the CFO?

The office of the CFO covers the people, processes, governance, data, and tools that help finance leaders manage performance and support major business decisions. It addresses issues such as slow close cycles, weak forecasting, inconsistent reporting, limited visibility into results, and finance organizations that have not kept pace with growth, restructuring, or new systems. Projects in this area often include finance operating model design, planning and analysis improvement, management reporting, close and controllership process redesign, and support for the CFO agenda. Clients may seek independent consultant support when they need objective expertise for a specific initiative, added bandwidth during a high-stakes period, or practical guidance on how finance should operate going forward.


Umbrex Practices in Office of the CFO

  • CFO organization design

    Finance operating model redesign, centralization decisions, role design, and governance changes across FP&A, controllership, tax, and treasury

  • Finance business partner model

    Role design, central-versus-business-unit coverage, and planning routines for finance teams supporting business decisions and performance management

  • Finance governance model design

    Decision-rights design, approval forums, and role clarity across corporate, business unit, regional, and shared-service finance teams

  • Finance policy and process governance

    Finance policy standardization, approval matrices, and process governance across close, reconciliations, procure-to-pay, and order-to-cash

  • Finance role clarity and decision rights

    Role design, approval governance, and ownership mapping across budgeting, forecasting, close, and capital allocation decisions

  • Finance service delivery model

    Shared services design, centralization decisions, and finance work allocation across business units, centers of excellence, and outsourced teams

  • Finance talent and capability assessment

    Finance team structure reviews, role benchmarking, and skills-gap assessment across controllership, FP&A, shared services, and business finance

  • IPO Readiness

    Readiness assessments, SEC reporting, SOX controls, KPI development, and cross-functional workplans ahead of an initial public offering

  • Office of the CFO operating cadence

    Finance review calendars, forecast and cash routines, and decision rights across recurring CFO and business leadership meetings

Connect with the right consultant

Umbrex rapidly connects you with independent professionals who combine top‑tier consulting experience at firms such as McKinsey, Bain, Boston Consulting Group with hands‑on roles.

Find an independent consultant with experience in Office of the CFO

Prefer email? Write to [email protected]