CFO Advisory

The role of Chief Financial Officers and Finance leaders continues to expand in scope and complexity. Increasing regulatory requirements, accelerated digitalization and heightened stakeholder expectations require Finance functions to deliver accurate and transparent reporting, forward-looking performance insights and reliable financial information, while maintaining strong governance and control frameworks.

At the same time, organizations are modernizing their Finance functions by enhancing accounting and financial reporting processes, strengthening enterprise performance management (EPM) capabilities and using technology to improve efficiency and decision-making. These priorities are increasingly interconnected: new accounting standards impact reporting processes and systems, complex transactions create new accounting challenges, and evolving business needs require more agile Finance organizations.

We support CFOs and Finance leaders across this broad agenda, from addressing specific technical accounting, financial reporting and regulatory challenges to delivering larger Finance transformation initiatives. Combining accounting, regulatory and transformation expertise, we help organizations strengthen their processes, data, reporting and technology to build more efficient Finance functions, strengthen governance and enable better-informed business decisions.

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Tax governance is a high priority for the financial sector. We give our best practice insights.

How we can assist you

Whether you need to address an immediate reporting requirement or transform Finance end-to-end, we bring together the capabilities needed to move from reliable foundations to stronger performance and strategic impact.

Financial reporting and accounting

Complex accounting requirements, evolving financial reporting standards and tighter reporting deadlines continue to place significant demands on Finance teams. Whether dealing with new accounting standards, complex transactions, changes in reporting frameworks or the preparation of financial statements, CFOs and Finance leaders need to ensure the accuracy, consistency and reliability of financial information while managing the operational implications for their teams and processes.

We understand these challenges and can support you in areas such as:

Technical accounting and IFRS advisory

Accounting analysis, technical position papers, implementation of new standards and tailored training under IFRS, Lux GAAP and other applicable accounting frameworks.

GAAP conversions and first-time adoption

Support with transitions between accounting frameworks, including IFRS first-time adoption, gap assessments, conversion adjustments and reporting requirements.

Complex transactions and accounting matters

Accounting analysis of acquisitions, restructurings, financial instruments and other complex transactions, including purchase price allocations and related accounting implications.

Statutory and consolidated financial reporting

Prepare financial statements and streamline close and reporting activities to meet deadlines without compromising quality, while strengthening stakeholder confidence.

Accounting policies and reporting frameworks

Development and harmonization of accounting manuals, group reporting instructions and financial reporting processes.

Chart of accounts redesign

Reshape account structures, mappings and ownership around reporting needs, making consolidation easier and management information more useful and insightful.

Technical accounting and IFRS advisory GAAP conversions and first-time adoption Complex transactions and accounting matters Statutory and consolidated financial reporting Accounting policies and reporting frameworks Chart of accounts redesign

Technical accounting and IFRS advisory

Accounting analysis, technical position papers, implementation of new standards and tailored training under IFRS, Lux GAAP and other applicable accounting frameworks.

GAAP conversions and first-time adoption

Support with transitions between accounting frameworks, including IFRS first-time adoption, gap assessments, conversion adjustments and reporting requirements.

Complex transactions and accounting matters

Accounting analysis of acquisitions, restructurings, financial instruments and other complex transactions, including purchase price allocations and related accounting implications.

Statutory and consolidated financial reporting

Prepare financial statements and streamline close and reporting activities to meet deadlines without compromising quality, while strengthening stakeholder confidence.

Accounting policies and reporting frameworks

Development and harmonization of accounting manuals, group reporting instructions and financial reporting processes.

Chart of accounts redesign

Reshape account structures, mappings and ownership around reporting needs, making consolidation easier and management information more useful and insightful.

Enterprise performance management

In an uncertain business environment, CFOs and Finance leaders are expected to look beyond historical financial information and provide forward-looking insights that support strategic decisions. This requires reliable forecasting, effective performance monitoring and a clear understanding of the business's financial and operational drivers. Finance teams must also manage growing volumes of data, improve the relevance of management reporting and respond quickly to changing business priorities.

We help you address these challenges through support in the following areas:

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Strategic planning, budgeting and forecasting

Translate strategic priorities into integrated plans, budgets and forecasts using clear targets, driver-based models and scenario analysis, helping CFOs allocate resources and respond faster to change.

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Cost, profitability and capital management

Analyze costs, profitability, working capital and investment priorities across the business. Use the findings to release cash and focus investment on the strongest opportunities.

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Reporting and performance analytics

Bring financial and operational data together in focused KPIs, dashboards and management reports that show what is driving performance.

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Financial consolidation and EPM technology

Strengthen and accelerate group reporting by standardizing consolidation processes and implementing fit-for-purpose EPM and business intelligence solutions, improving efficiency and consistency.

Finance transformation

Finance functions are under increasing pressure to deliver more with existing resources, while improving the quality, timeliness and relevance of financial information. Legacy systems, fragmented processes, manual activities and growing data requirements can limit efficiency and the ability to respond to evolving business needs. CFOs and Finance Leaders must therefore consider how to modernize their operating models, leverage digitalization and automation, and make better use of technology and data, without compromising governance and control.

We understand these challenges and can support you in areas such as:

Operating model design

Align finance with business priorities by redesigning roles, processes, service delivery and governance to strengthen accountability, controls and operational efficiency.

Digital finance strategy and data management

Build a roadmap to a more data-driven finance function through maturity assessments, data model design and automation opportunity reviews, helping reduce manual work and improve decision-making.

Technology-enabled finance

Select the right platform for your finance and business needs and get support with implementation from requirements to go-live, ensuring processes and data work together from day one.

Operating model design Digital finance strategy and data management Technology-enabled finance

Operating model design

Align finance with business priorities by redesigning roles, processes, service delivery and governance to strengthen accountability, controls and operational efficiency.

Digital finance strategy and data management

Build a roadmap to a more data-driven finance function through maturity assessments, data model design and automation opportunity reviews, helping reduce manual work and improve decision-making.

Technology-enabled finance

Select the right platform for your finance and business needs and get support with implementation from requirements to go-live, ensuring processes and data work together from day one.

Prudential and regulatory reporting

Banks and other regulated financial institutions face an increasingly demanding regulatory reporting environment, characterized by evolving requirements, greater data granularity and heightened supervisory expectations. Ensuring the accuracy, consistency and timeliness of regulatory submissions often requires Finance and Risk teams to address complex data dependencies, fragmented reporting processes and evolving technology needs, while maintaining robust governance and controls.

We understand these challenges and can support you in areas such as:

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Regulatory reporting compliance

Assess and implement changing requirements, including CRR3 updates to COREP and the shift towards granular data reporting (AnaCredit, IReF), while strengthening reporting processes, controls and reconciliations.

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Data management for regulatory reporting

Strengthen data lineage, governance and reporting data models in line with BCBS 239 and supervisory expectations, so that data quality issues are identified upstream and reported figures can be traced back to source systems.

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Reporting operating models and technology

Design fit-for-purpose operating models and support technology decisions and implementation, including regtech solutions, to make reporting more efficient, scalable and controlled.

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Non-financial regulatory reporting

Prepare for evolving ESG and other non-financial reporting requirements by defining data, processes and controls that support consistent, transparent disclosures.