Who this service is for
- CFOs and controllers planning finance modernization
- Companies expanding entities, products, or revenue models
- Teams preparing for ERP transformation
Service
Finance Transformation
Build finance systems and processes that can support growth, reporting, and operational control.
Problems addressed
- Finance is reactive
- Close is slow
- Reporting is manual
- Processes do not scale
- Controls lag business growth
Warning signs
- Finance depends on a few people and many spreadsheets
- New products or entities create reporting stress
- ERP and connected systems lack ownership
Questions Maitero answers
- What should finance look like at the next stage?
- Which systems and processes must change?
- What is the roadmap?
- How should controls and reporting scale?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- Finance maturity review
- Close and reporting model
- Process redesign
- Systems roadmap
- Automation and control opportunities
Activities performed
Practical activities used to create evidence and decisions.
- Finance workshops
- Process and report review
- Operating model discussion
- Roadmap planning
- Executive readout
Systems reviewed
Systems and process artifacts commonly reviewed.
- ERP
- billing
- CRM
- procurement
- expense
- planning
- reporting
- data warehouse
Documents required
Typical inputs requested from the client team.
- Close process
- board reporting
- finance org chart
- systems inventory
- pain-point list
Stakeholders involved
People usually needed for the work.
- CFO
- controller
- FP&A
- RevOps
- operations
- IT
- executive sponsor
Maitero responsibilities
Structure the work, identify risks, document findings, facilitate decisions, and produce usable deliverables.
- Facilitate workshops
- Review artifacts
- Maintain issue and decision clarity
- Prepare executive readouts
Deliverables and outcomes
What the client receives.
Deliverables
Tangible outputs from the engagement.
- Finance transformation roadmap
- Close improvement plan
- Systems roadmap
- Automation backlog
- Operating model recommendations
Sample deliverable
A finance roadmap linking process priorities, systems changes, reporting improvements, control requirements, and ownership over 30, 60, 90, and 180 days.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Scalable finance operations
- Clear systems priorities
- Reduced manual effort
- Better executive reporting
Risks addressed
Common risks this service reduces.
- Buying software before fixing finance process
- Scaling weak controls
- Overbuilding systems too early
What is not included
Clear boundaries keep the scope useful and controlled.
- Accounting policy advice
- Hiring or staffing decisions unless advisory scope includes it
Optional services
Common next scopes that pair with this work.
- ERP assessment
- ERP selection
- Reporting and analytics
Related pathways
Connect this service to the rest of the Maitero system.
Related processes
Business processes connected to this service.
- Record to Report
- Order to Cash
- Revenue Recognition
- Financial Planning and Analysis
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- Power BI
- Pigment
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Professional Services
- Multi-Entity Businesses
Related resource
Use the Finance-first methodology to prepare for this work.
Finance-first methodologyFAQs
Common questions about Finance Transformation.
How does Maitero scope this service?
The first conversation clarifies project stage, systems involved, stakeholders, timing, and the deliverables needed for finance transformation.
What does the client need to provide?
Maitero usually needs access to process owners, current reports, system documentation, issue lists, project artifacts, and relevant data or integration inventories.
Next step
Your ERP project does not need more uncertainty.
Tell Maitero where the project stands and receive guidance on the most practical next step.