Michael Valocchi
Michael Valocchi

GM of Management Consulting

35 Years of Experience
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Finance Transformation Consulting

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.
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Clients 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 Now
PARTNERSHIP 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
Michael Valocchi
GM of Management Consulting

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 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

Cognizant
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
End-to-end project delivery per your specific requirements.
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GM of Management Consulting
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Delivery Manager
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Finance Consultant
Financial Transformation Consultant's avatar
Financial Transformation Consultant
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Finance Strategy Consultant
Financial Analyst's avatar
Financial Analyst
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Financial Planning & Analysis Expert
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Financial Processes Expert
Michael Valocchi
Michael Valocchi
Toptal Logo

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
Rachael Karaffa
Toptal Logo

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
Neil Portus | CFA, CMA
Verified Expert in Finance
Experience Icon

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
Dominique Foster
Verified Expert in Finance
Experience Icon

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
John Lee
Verified Expert in Finance
Experience Icon

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
Jakub Rehor
Verified Expert in Finance
Experience Icon

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
Arvind Kumar
Verified Expert in Finance
Experience Icon

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
Gavin Doyle
Verified Expert in Finance
Experience Icon

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

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.

McKinsey & Company
BCG
Bain & Company
Goldman Sachs
https://www.toptal.com/finance/business-management-consultants
McKinsey & CompanyBCGBain & CompanyGoldman Sachshttps://www.toptal.com/finance/business-management-consultantsBlackstoneCredit SuisseKKRAccentureHSBCOpenAIMicrosoftGoogleIBMintelAmazonNvidiaTeslaMetaAppleSantanderSAPAmazon Web Services

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.

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Puneet Sapra

Puneet Sapra

Verified Expert in Finance
25 Years of Experience
Puneet is a finance expert who has worked for J.P. Morgan Chase & Co. and Pfizer, and holds an MBA from Harvard Business School. He has held CFO positions at public companies, middle-market private-equity-backed companies, and startups.

Previously at

JP Morgan

Looking for guidance about the perfect finance transformation consulting services for your needs?

Get a Free Consultation Now