Finance & Accounting

Today's finance executives face a daunting set of challenges to standardize and streamline their financial processes and organizations. Additionally, they are tasked with the critical need to build operational capacity and resiliency in systems, resources, and the future state of their delivery capabilities — complicated objectives in challenging times.

Organizations are evaluating risk and reward thoroughly across a range of service delivery models from internal optimization and shared services to global captive centers to third-party provided solutions.

The same challenges and complexities apply to companies and finance functions of all sizes. Whether the intent is to achieve large, comprehensive finance and accounting (F&A) sourcing undertakings or smaller, discreet F&A sourcing projects, TPI’s guidance is essential to making informed decisions. Indeed, the market trends indicate that many corporations are finding smaller transactions to be a good fit for their organizations today, allowing for the start on a journey of transformation for finance functions.

The complexity and sensitivity of change demands expert guidance. TPI brings industry leading tools and knowledge to help organizations evaluate and successfully implement projects of all sizes.

Through TPI’s analysis and recommendations, CFO’s get a forward-looking, panoramic view of the business impact of various delivery alternatives. This insight is accompanied by a rational assessment of the realities and potential risks of transition and change, all the knowledge needed to help them make an informed decision.

TPI clients have access to F&A thought leadership, insights and data to enable them to achieve high performing F&A business processes that provides unparallel knowledge to help them achieve high-performing F&A business processes.

In short, TPI’s expertise helps F&A executives understand the possibilities and execute a plan of action.


"TPI definitely has a deep knowledge of the F&A outsourcing market and solid insights into the service provider capabilities. Their expertise has helped our team build a compelling case for change and move quickly and seamlessly through the sourcing process."
Ron Carcamo, Chief Procurement Officer, Yahoo! Inc.


TPI’s full suite of F&A offerings include:

F&A Advisory Services

Rapid Operational Assessments — Clients receive rapid strategic operational and service delivery assessments that incorporate a thorough risk evaluation and business impact analysis of end-to-end F&A business processes. These assessments generate recommendations that allow executives to make informed decisions.
Sourcing Strategy Alignment — Clients receive the market and technical expertise to support their development of sourcing strategies consistent with their business direction and that takes into account the appropriate levels of risk management and business environment.
Sourcing Transactions and Negotiation Support — Clients receive TPI’s unparalleled sourcing knowledge and support to plan and manage the phases of the F&A outsourcing engagement from requirements definition and service provider selection through due diligence, negotiations, contract signing, transition and implementation.
Service Management — Clients receive TPI’s Service Management and expertise to establish formal governance procedures and implement learning programs for all stakeholders and service provider governance parties. Clients benefit from TPI’s assistance with renegotiations, re-sourcing, assessments or other general transitional needs.

F&A Market Knowledge Offerings

CFO 3C (Cost, Capability, Capacity) Alignment — This offering helps CFOs validate their metrics by providing objective comparison with results that are strictly based on how the costs, services and the client environment stand up to the market. TPI confidentially compares client metrics against a collection of current market data, such as costs, services, service levels and FTE resources.
TPI's F&A Prevalence ProgramSM — Through this offering, CFOs gain current insights and market trends on functions being outsourced and service availability among service providers.

For more information, contact:

In the Americas, Stephen Kopp, Partner & Managing Director, CFO Services, Americas, TPI,
stephen.kopp@tpi.net		 In Asia Pacific, Arno Franz, Partner & Regional President, Asia Pacific, TPI, arno.franz@tpi.net
In EMEA, Frank Wolfsteiner, Partner & Managing Director, CHRO and CFO Services, EMEA, TPI, frank.wolfsteiner@tpi.net.