Succeeding as a modern CFO is more demanding than ever before. Here are the skills you need to become a strategic partner who leverages technology and insights to drive growth and plan for the future.
Read MoreMichael Valocchi
GM of Management Consulting
35 Years of Experience
Michael is a senior executive with more than 35 years of experience running strategic consulting practices at IBM, PwC, and, most recently, as Head of Consulting for the Americas at Cognizant. He is also a guest lecturer at Columbia and Baruch universities.
Previously At
Connect With Michael Now
MessageSend a Message
Finance Transformation Consulting – Modernize and Streamline Your Financial Operations
Advance your financial systems and controls, improve financial accuracy, and facilitate strategic planning with Toptal’s Finance Transformation Consulting. Our finance experts will help you optimize your financial processes for greater efficiency, accuracy, and scalability.
Get a Free Consultation NowClients Served
25,000+
Vetted Professionals
20,000+
Toptal Total Projects Delivered
64,000+
Industries Served
300+
TRUSTED BY LEADING BRANDS AND STARTUPS
Our Services
Toptal Finance Transformation Consulting Services
Upgrade your finance function with our Finance Transformation Consulting services. Optimize processes and technology to enhance performance management and drive strategic growth for your business.
Finance Transformation Strategy
Develop a customized roadmap to enhance your finance function and drive strategic growth.
Finance Process Optimization
Streamline your finance processes for greater efficiency and accuracy in decision-making.
Enterprise Performance Management (EPM)
Implement performance management to execute business strategy effectively.
Information-driven Decision-making
Enhance financial planning, budgeting, and forecasting accuracy with robust analytical and modeling capabilities.
Strategic Leadership Alignment
Set dynamic goal measurement and performance tracking to ensure alignment with strategic objectives.
Organization and Operating Model
Redesign your finance organization and operating model to align with strategic business goals and enhance performance.
Shared Services Implementation
Establish and optimize shared services to centralize and streamline finance operations for cost efficiency and improved service delivery.
Financial Systems Integration
Integrate enterprise resource planning (ERP) and financial systems to create a unified, efficient, and scalable finance infrastructure.
Advanced Analytics Implementation
Leverage advanced analytics to gain actionable insights and make data-driven decisions.
Cloud-based Financial Reporting
Adopt cloud technologies for real-time, accurate financial reporting and improved decision-making.
Finance Function Automation
Automate key finance operations with robotic process automation to boost efficiency and reduce errors.
Digital Transformation and Change Management
Empower your teams to seamlessly adapt and leverage emerging technologies like AI and machine learning, ensuring sustained growth.
Looking for guidance about the perfect finance transformation consulting services for your needs?
Get a Free Consultation NowPARTNERSHIP THAT WORKS
How We Deliver Finance Transformation Consulting Services
Our finance transformation consulting experts, with experience at leading companies, develop and deploy tailored solutions to meet your business needs and unique industry demands for sustainable results and long-term success.
1
Discover
2
Define
3
Develop
Once your scope is defined, the Toptal team will create your unique project timeline, set up processes, and prepare your engagement, whether it’s optimizing financial processes or digitizing financial operations to drive business growth.
4
Deploy
Michael Valocchi 
GM of Management Consulting
GM of Management ConsultingMichael is a senior executive with more than 35 years of experience running strategic consulting practices at IBM, PwC, and, most recently, as Head of Consulting for the Americas at Cognizant. He has focused his career on building consulting practices and advising clients on business, financial, and technology challenges, as well as leading business transformations for clients in a variety of industries.Michael is a senior executive with more than 35 years running strategic consulting practices at IBM, PwC, and, most recently, as Head of Consulting for the Americas at Cognizant. He is also a guest lecturer at Columbia and Baruch universities.
Previously At
CUSTOMIZED SOLUTIONS
Finance Transformation Consulting Services That Deliver Value
Toptal delivers leading finance transformation consulting services through its diverse talent network and flexible delivery models. We implement the right skills at each project phase, blending expertise from various roles for seamless execution.
- Managed Delivery by Toptal
- On-demand Talent and Teams
Managed Delivery by Toptal
End-to-end project delivery per your specific requirements.
GM of Management Consulting
Delivery Manager
Finance Consultant
Financial Transformation Consultant
Finance Strategy Consultant
Financial Analyst
Financial Planning & Analysis Expert
Financial Processes Expert
Michael Valocchi
GM of Management Consulting
Michael is a senior executive with more than 35 years running strategic consulting practices at IBM, PwC, and, most recently, as Head of Consulting for the Americas at Cognizant. He has focused his career on building consulting practices and advising clients on business, financial, and technology challenges, as well as leading business transformations for clients in a variety of industries.
Previously at
Experience
35+ Years
Rachael Karaffa
Delivery Manager
Rachael serves as a Delivery Manager at Toptal with a focus on leading diverse global teams in developing innovative solutions for our clients. She works across multiple disciplines, including technology, marketing, and management consulting. Rachael specializes in managing people and client relationships, process optimization, and driving teams toward optimal business outcomes.
Previously Managed Client
Experience
9+ Years
Neil Portus | CFA, CMA
Verified Expert in Finance
24+ Years
of Experience
Finance Consultant
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in New York, where he helped lead numerous transactions including Zipcar’s $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financing). He’s built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
Previously at
Dominique Foster
Verified Expert in Finance
12+ Years
of Experience
Financial Transformation Consultant
As a project and finance leader, Dominique has led and executed multibillion-dollar M&A transactions and business transformations for global Fortune 500 companies in various industries while working at Deloitte & Touché, Accenture, and now as an independent financial consultant. She is a distinguished entrepreneur and freelancer who enjoys advising clients on solving complex problems. Dominique also excels at seamlessly transforming matrixed organizations through organic and inorganic growth.
Previously at
John Lee
Verified Expert in Finance
10+ Years
of Experience
Finance Strategy Consultant
John is a highly commercial, entrepreneurial leader who speaks six languages. His proudest achievement was founding his own travel technology startup, CultureMee, which won global awards in business and leisure travel. He is also proud to have led a Europe-wide, cross-functional supply chain project that drove a €40 million reduction in working capital in CRH Plc, one of the largest construction companies in the world.
Previously at
Jakub Rehor
Verified Expert in Finance
29+ Years
of Experience
Financial Analyst
Jakub has worked as a McKinsey & Company consultant and as a portfolio manager at Third Avenue, a legendary multibillion-dollar value fund, leading investments, advising on acquisitions, and performing valuations for companies across geographies and sectors. A Yale graduate, he possesses extensive expertise in assessment, strategy development, and investment analysis. Jakub loves to help his clients with valuation, operations, and strategy.
Previously at
Arvind Kumar
Verified Expert in Finance
10+ Years
of Experience
Financial Planning & Analysis Expert
Arvind is a consultant with more than 10 years of experience, including at KPMG Global Strategy Group, Goldman Sachs, and EY, across the Middle East, America, India, and Europe. He has delivered 30+ projects, including growth strategies and business plans; M&A and financial analyses; pitch decks; and go-to-market, branding, and digital strategies. Arvind has a demonstrated track record in planning and delivering complex transformations ranging from $2 million to $1 billion. He holds an MBA from HEC Paris.
Previously at
Gavin Doyle
Verified Expert in Finance
26+ Years
of Experience
Financial Processes Expert
Gavin is a CPA and chartered accountant with more than 26 years of experience in finance. Over his career with HBO and PwC, Gavin has developed expertise in accounting, financial modeling, and implementing financial processes to maximize business operations. As a member of the core management team that launched HBO Max, he played an integral role in expanding its subscriber base and creating policies and processes that maximized HBO’s profits. Gavin has joined Toptal to work on challenging projects.
Previously at
On-demand Talent and Teams
20,000+ vetted experts, ready to deploy individually or in teams.
Finance Process Improvement Consultant
Financial Planning & Analysis Expert
Financial Analyst
Business Transformation Consultant
Finance Consultant
Finance Strategy Consultant
Finance Consultant
Financial Planning & Analysis Expert
Finance Consultant
Verified Expert in Finance
28+ Years
of Experience
Finance Process Improvement Consultant
Neel is a finance leader and change agent with 28+ years of experience and a track record of impact in Fortune 50 companies. He has driven transformations to the tune of $250 million, EBITDA uplift of more than $100 million, and sustainable change by managing mandates in multinationals, SMEs, and startups. Neel is adept at navigating across countries, regions, and cultures, and he brings an entrepreneurial and creative mindset, drive, and passion to design and execute win-win solutions for his clients.
Previously at
Verified Expert in Finance
27+ Years
of Experience
Financial Planning & Analysis Expert
A Wharton MBA graduate, Carlo has led LBO transactions worth $10 billion and growth capital deals. He’s worked in investment banking, M&A (Deutsche Bank), management consulting (Bain & Company, Oliver Wyman), and corporate development (Lehman Brothers). Carlo leverages his skills in corporate finance, business strategy, and international business development to help companies scale and deliver value for their investors.
Previously at
Verified Expert in Finance
16+ Years
of Experience
Financial Analyst
Francesco has 16+ years of experience in finance, consulting, business management, and sustainability. Throughout these years, he has worked on more than 20 projects as a consultant at Bain & Company and launched Uber operations in Turin, Italy. Lately, he has founded Tondo, an organization spreading circular economy concepts, and Tondo Lab, a company driving the implementation of clean and circular innovations. Francesco is passionate about innovation and entrepreneurship.
Previously at
Verified Expert in Finance
33+ Years of
of Experience
Business Transformation Consultant
Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors, and in distribution channels such as retail, wholesale, and travel retail. Julio’s expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.
Previously at
Verified Expert in Finance
35+ Years
of Experience
Finance Consultant
At Morgan Stanley, Carole advised eight founders through exits totaling more than $750 million and then founded her own practice to manage venture investments for family offices. A former tech CFO, she freelances to leverage her experience with capital raises, strategic pivots, and turnarounds. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.
Previously at
Verified Expert in Finance
20+ Years
of Experience
Finance Strategy Consultant
David is an M&A expert who has worked with the owners of 100+ businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and initial public offerings. With 20+ years of experience, including six years at PwC, he has worked in many industries and extensively in the technology, media, and telecommunications and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.
Previously at
Verified Expert in Finance
12+ Years
of Experience
Finance Consultant
Aishwarya is an SPJIMR and Cornell exchange MBA graduate in finance with 12+ years of experience in strategy, business planning, and financial services. She has collaboratively built an early-stage startup from scratch, worked with industry leaders like Deloitte, and is adept in financial modeling, asset optimization, and business transformations. Aishwarya appreciates the opportunity to work remotely with passionate entrepreneurs and management teams to unlock growth in their organizations.
Previously at
Verified Expert in Finance
13+ Years
of Experience
Financial Planning & Analysis Expert
As a VC associate, Khaled has participated in more than 10 startup investments including Kngine (acquired by Samsung). He enjoys freelancing to help a wide range of clients reach their maximum potential using his financial modeling and valuation skills. A former FP&A analyst with Vodafone, Khaled accumulated experience in investment banking, private equity ($1 billion assets under management), and venture capital ($50 million fund) over the past 13 years.
Previously at
Verified Expert in Finance
18+ Years
of Experience
Finance Consultant
Thorsten is a corporate finance advisor and CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and technology ventures. He partners with SMEs as well as PE/VC investors in the technology, media, and telecommunications; healthcare; consumer; and financial services sectors to solve strategic and financial challenges. He is also an expert financial modeler and speaks English, German, and French.
Previously at
Looking for guidance about the perfect finance transformation consulting services for your needs?
UNRIVALED EXPERTISE
Our Talent Has Worked With Top Companies
Having previously worked with these leading global companies, our talent brings valuable insights and expertise to deliver world-class outcomes.
WHY ORGANIZATIONS CHOOSE US
Toptal in Action
Experience the cutting-edge benefits our clients enjoy from the global Toptal network.
Growing telecom company partners with Toptal for critical financial expertise.
Challenge: Cal.net was experiencing massive growth and needed assistance with everything from raising capital to day-to-day financial operations.
Solution: Toptal provided a contract CFO, who oversaw every aspect of the company’s finances, including investor relations, managing banking relationships, and raising significant capital.
Outcome: In partnership with Toptal, Cal.net flourished. With its finances in excellent shape, the company was acquired by outside investors and has continued to grow.
Toptal has completely exceeded my expectations.
Craig Stein
Chief Revenue Officer
OUR THOUGHT LEADERSHIP
Explore Insights From the Finance Consulting Field
Read the latest articles and resources to keep you current on emerging trends in finance transformation, automation, strategy, and more.
Finance Transformation Consulting Related Offerings
Explore Related Services and Roles
Pair Toptal’s Finance Transformation Consulting with related competencies to effectively tackle your business challenges.
Finance and M&A ConsultingDigital Transformation ConsultingERP Software Development ServicesStrategy ConsultingOperations ConsultingCFO ConsultantsPrivate Equity ConsultantsInterim Corporate ControllersM&A ConsultantsBusiness Transformation ConsultantsCorporate Finance ConsultantsFP&A ConsultantsBusiness Operations ConsultantsPerformance Improvement SpecialistsChange Management Consultants
Looking for guidance about the perfect finance transformation consulting services for your needs?
Get a Free Consultation Now