Finance Strategy & Operations 

Build your capabilities & monetize new revenue sources

Finance & Accounting is the most integrated back-office function in most, if not all, companies. 

The reason? You cannot touch any area of the business without directly or indirectly touching finance & accounting.

Transform broken processes

Do you know how well your processes are truly running?

Most finance & accounting organizations are highly inefficient.  Their processes are broken, policies are outdated, and technology investment is lacking.

We help you optimize finance & accounting costs, redesign the finance & accounting organization, align your strategy so that it follows the overall corporate strategy, optimize your working capital, and implement digital solutions.

Business Unit of Function Strategy

Building business unit or segment level strategies to support the implementation of the overall corporate strategy, goals and objectives

Operational Strategy Development

Defining and implementing operational strategies that reflect the priorities of the business and its shareholders

Enable strategies for operations & business functions

Businesses spend a lot of time, effort and money to develop strategies.  And while there are variations from one industry to the next and one organization from another, these strategies often share common characteristics – expand market share, develop new products, grow in new markets, etc.

The question then rests on implementation.  Successful companies are those that can implement their strategies at all level of the organization – this is where PERLUXI comes in.

We help our clients simplify their strategies so that everyone knows the overarching strategies as well as their roles in implementation and optimization.

Delivering world-class solutions

We help organizations develop finance strategies that give them a competitive advantage in the industry. Our mission is to provide strategic, timely, accurate, and relevant financial and non-financial information to support the needs of the company. 

Streamline processes with automation to enable a competitive advantage

Gain insights with analytic frameworks & provide expertise & consultation

Provide integrated technology & processes that result in efficiency

Alignment of business objectives & technology implementation

Enforcement of policies & expert coordination with supporting company-wide initiatives

Ensure that controls are maintained & monitored into the future

Case Study: Global Real Estate Company

~$500 MM global real estate / financial services company within the title services space

  • Background: Company needed its business functions to support overall company strategy
  • Issues: Company’s strategy not cascaded throughout the organization thus lacking effectiveness.
  • Our approach: Developed Strategy Articulation Maps for each business unit and supporting functions. Results included alignment of business strategy and operational executions. 

How we've tackled problems:

Stewart Title 

The problem:
The company had over 240 offices, each office with its own finance & accounting function. This was very expensive to maintain the company struggled with visibility on what each office is doing with its finance & accounting function.

Ortho-Clinical Diagnostics 

The problem:
OCD’s finance & accounting function had a number of operational and structural issues. This impacted the efficiency and effectiveness of the finance & accounting department, causing significant staff turnover as well as inaccuracy in financial reporting.

Xerox

The problem:
At the time, Xerox was going through significant operational issues. With so many projects started to fix the internal issues and limited resources, the company was struggling with how to identify all of the sponsored and unsponsored projects and prioritize those projects for implementation.

Motiva

The problem:
When Motiva was a joint venture between Shell and Saudi Aramco, it was supported by Shell’s shared services operation – primarily out of the Philippines. The challenge was that Motiva was paying a large amount of money to Shell but was not getting the type of services and reporting that it needed.

Passion for Results

Define your transformation strategy and grow your business