Slow close and billing delays
Find the reconciliations, exceptions and handoffs holding up the work. Set clear owners and improve workflows so reporting and billing move forward.
Finance & business transformation
Clear direction for
your finance function.
We help leaders shorten the close, resolve billing delays and build reliable reporting by clarifying ownership, improving processes, then aligning technology with the work—grounded in technical and operational accounting.
Talk through your prioritiesHow we work
Where we can help
Make the work
more dependable.
Start with the problems your team faces, then agree on practical improvements and how to measure progress.
Unclear ownership
Clarify responsibilities, decision authority and capacity so the team knows who owns each step and can resolve issues without repeated escalation.
Unreliable reporting and disconnected systems
Trace data from source to report, align definitions and address gaps between applications so leaders have a more dependable basis for decisions.
Business performance
Five financial drivers.
Evaluate finance changes by their effect on revenue, cost, cash flow, asset utilization and risk.
Revenue
Understand which customers, products and pricing decisions generate profitable revenue.
Cost
Identify avoidable spending and rework, and weigh the cost of each improvement against its expected benefit.
Cash Flow
Track when money is collected and paid, and what that means for operating needs and growth.
Asset Utilization
Assess how people, technology and capital are used, including unused capacity and constraints.
Risk
Identify financial exposure, control gaps, key-person dependencies and potential interruptions to operations.
The business foundations
How your finance
function operates.
We start with people: the capabilities, ownership and accountability your business needs. Next, we improve how the work gets done. Then we help you select and configure technology to support that work.
People
Define the roles, responsibilities and reporting relationships the business needs today and in the future. Identify gaps in skills or capacity, then plan how to develop the team and move to the future structure while keeping essential work covered.
Process
Map how work gets done, who owns each step and where approvals or checks are needed. Remove unnecessary handoffs, address recurring exceptions and make day-to-day operations easier to manage.
Technology
Use the agreed responsibilities and processes to define technology requirements. Choose systems around those needs, then agree how applications should be configured and connected to support the work.
Data, controls and reporting throughout
Data quality, controls and reporting needs inform each step. Shared definitions, accountable data owners and review routines support reliable reporting and better decisions.
Change & transformation management
How we guide
transformation.
We work alongside your team to understand the current state, agree on priorities, put improvements into practice and measure what changes.
- 01
Agree the outcome
Define the problem, goals and measures of progress with sponsors and affected teams. Identify who will make decisions.
- 02
Understand the work
Listen to the people doing the work. Examine roles, handoffs, controls, systems and data to understand what needs to change.
- 03
Plan the transition
Set priorities and owners, discuss tradeoffs and sequence the work around dependencies, capacity and day-to-day responsibilities.
- 04
Put change into practice
Involve the team in design and testing. Explain why the work is changing, provide training and remove obstacles to adoption.
- 05
Measure and sustain progress
Review adoption and results, gather feedback and adjust. Establish ongoing owners and routines to sustain the improvements.
Communication throughout the change.
Keep leaders, employees and delivery partners informed about decisions, responsibilities and timing. Make room for questions and concerns, and use feedback to shape the work at every stage.
Services
Finance leadership
and systems advice.
Support can begin with an assessment or a specific need: selecting systems, overseeing delivery, advising leadership or filling an accounting leadership gap.
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Assessment & roadmap
Understand the problem and decide where to focus.
OutputsFindings, prioritized recommendations and a sequenced roadmap.
Systems selection & architecture
Choose applications around business needs and the work they support.
OutputsRequirements, option comparisons and a systems architecture.
Implementation oversight
Keep business priorities visible through delivery.
OutputsDecision log, milestone reviews and readiness recommendations.
Ongoing advisory
Work through finance and systems questions as they arise.
OutputsDecision notes, recommendations and an action log.
Interim leadership
Give the team direction through a transition or change.
OutputsLeadership responsibilities, an operating plan and handover documentation.
Advisory and
implementation roles.
NuViTech advises your team on business requirements, design decisions and readiness. Delivery partners lead larger implementations.
We agree responsibilities and decision authority with your team and the delivery partners before work begins.
Meet David Allen
Leadership across finance, operations and systems.
David is a finance and business transformation leader who builds teams and improves operations through people, process and technology. He partners with executive teams and board members to shape priorities, evaluate systems decisions and guide organizational change. He began his career as a Big Four auditor, building a foundation in technical and operational accounting.
His servant leadership approach starts with listening to the team, clarifying responsibilities and removing obstacles. He helps people build the skills and confidence to own the work.
David’s prior leadership experience
As a Global Controller, David rebuilt and led a 19-person accounting organization across six countries and reduced month-end close from 15 to 8 days.
More about David and NuViTechStart a conversation
What would you like
to improve?
Tell us what’s happening in your business and what you need help with.
Book a conversation (opens Reclaim in a new tab)A 30-minute discovery call.
We’ll talk about what you need help with, your priorities and possible next steps.