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CFO services

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We’ll help you assess and refine the finance function for better performance, resilience and longevity..
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Services

Business strategy operations

Change enablement

Join the CFO evolution

Business transformation is never-ending. RSM can help you navigate the shift to digital as we build and optimize your finance target operating model together.

We’ll dive deep to understand your company holistically, so we can help you modernize finance in ways that align to your strategic business goals. With our extensive finance and accounting knowledge, we can help CFOs and other finance leaders establish themselves as experienced professionals within the organization.

Solutions to empower CFOs and elevate the finance function

Take finance to the next level of impact and efficiency. We’ll work with you to build better models, improve accuracy, streamline the close process and minimize manual tasks.

Finance function assessment

An assessment can be an appropriate first step in analyzing the opportunity necessary to envision the required investments and associated road map to drive future change and optimization, in the immediate, medium and long term. The assessment phase is intended to define business and operational value through insights that calculate gaps in current-state maturity versus future-state maturity with clear definitions of each transformational initiative. Each initiative is organized by its impact on the business and size of investment to drive immediate, medium and long-term value.

Informed transformational value through the assessment phase is mandatory and allows our clients to not only visualize their path forward but clearly understand return value on intended investments.

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Finance function automation

Today, there is an ever-increasing demand for business leaders to implement and leverage advanced technology to scale operations, boost productivity and remain competitive. The team at RSM helps you transform your finance function by introducing or improving finance technology. Whether by fully utilizing an ERP or introducing automation, we can help you leverage the right systems for your business to improve visibility and strategy while reducing manual tasks.

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Finance strategy and visioning
Driving a finance strategy means evaluating major shifts or changes in the finance function supported by a clearly defined vision, strategy, investment thesis and correlated road map. It helps align stakeholder expectations relative to opportunities and outcomes that create long-term stakeholder or shareholder value.
Interim accounting support
Organizations often need more personnel to support finance leadership. From staff augmentation to interim CFO and controller roles—even outsourced finance and accounting—we have you covered. RSM has extensive real-world experience to help you succeed.
Managed services and alternative delivery models

Outsourcing manual or repeatable tasks and functions can significantly improve efficiency and productivity because trained third parties and other mature organizations are often able to perform these tasks better, faster and cheaper than if you rely on your own internal resources. This strategy may also lead to faster turnaround times, increased competitiveness and reductions in overall operational costs.

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Mergers and acquisitions: Integration, separations and portfolio optimization

Our mergers and acquisitions advisory professionals help create, structure and unlock transaction value by leveraging our proprietary M&A360 approach and playbook, which carefully outlines the right approaches to M&A as well as separations and carve-outs. In a fast-paced M&A environment, we help you move quickly to achieve greater synergies and savings regardless of the situation.

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Finance Transformation Strategy and Execution

Business strategies are never set in stone—remaining competitive requires continuous adaptation and innovation. RSM helps businesses transform their finance operations, streamline processes, and improve efficiency.

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Insights to help modernize your close

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Optimize and control your report-and-close process to reduce manual tasks and boost accuracy. Learn more with these resources.

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Learn more about our services

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At RSM, we not only work with you closely to develop strategies that support your organizational vision—we have the expertise and tools to help you execute those strategies.

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Meet our CFO services leaders
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