Services
Finance Operations
Transform finance for agility and impact. Are your finance operations equipped to drive value across your business? Achieve better performance, efficiency, and strategic impact with finance operations built for today’s pace. We’ll help you streamline and innovate so finance becomes a driver of growth.
How We Help
Finance Process Optimization
We help you identify and eliminate bottlenecks in your finance operations, increasing speed and accuracy across processes like accounts payable, financial reporting, and month-end close. Together, we re-engineer your workflows to improve efficiency and reduce costs, giving your team more time to focus on strategic tasks.
Technology Transformation
We advance finance functions through automation, analytics, and cloud-based solutions across core platforms like ERP as well as FP&A, forecasting and analytics platforms. Our team designs and implements tech-driven enhancements that make financial data accessible, accurate, and actionable—so you can drive informed decision-making at every level of the organization.
Data-Driven Performance Management
We align your finance functions with business goals through advanced performance management tools. By implementing real-time dashboards, reporting, and analytics, we provide the insight you need to monitor KPIs, forecast accurately, and make proactive adjustments to keep your business on track.
M&A Integration & Financial Planning
For companies navigating mergers, acquisitions, or growth, we offer specialized financial planning and integration services. We streamline the financial consolidation process, optimize capital structures, and ensure that your finance operations are set up to support new business objectives effectively.
The Case for Cost Reduction & Margin Improvement
- 50%
average reduction in month-end close time
- $3M
in annual cost savings with process automation
- 75%
faster access to key financial insights
What We’ll Achieve
Improved Efficiency
Accelerate finance operations with optimized, automated workflows.
Strategic Insight
Gain access to accurate, actionable data to drive business decisions.
Cost Reduction
Reduce operating expenses and redeploy savings toward growth initiatives.
M&A Integration
Support business expansion with finance operations that scale.
Why West Monroe?
Industry Knowledge, Technical Expertise
Our team combines deep finance expertise with technology savvy, understanding the unique demands finance teams face today. We’ve partnered with companies across industries to streamline finance processes and enhance decision-making through data and automation.
Real, Measurable Results
We focus on outcomes, not just ideas. West Monroe has a track record of achieving substantial improvements in speed, cost efficiency, and financial visibility for clients. We help you generate immediate impact, setting up finance operations to drive long-term value.
A Collaborative Approach to Transformation
We’re not just consultants—we’re your partners. Our team works alongside yours, building on your strengths and empowering your people to adopt and sustain best practices. Together, we turn your finance function into a strategic powerhouse that supports your goals today and tomorrow.
Transformation in Action
Revamping revenue recognition to boost efficiency and insights
One of the largest global insurance brokerages was grappling with outdated enterprise systems that made it difficult to estimate revenue. Over the course of a year, we partnered with the client to reimagine their revenue processes from end to end.
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Diligence uncovers $50M EBITDA growth opportunity
A leading distributor of lubricants, fuel, and diesel exhaust fluid needed to demonstrate the financial impact of its performance initiatives ahead of a potential sale. West Monroe applied M&A expertise and analytics tools like Alteryx to evaluate over 10 initiatives.
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Securing $730M+ in federal funding for infrastructure
When the Infrastructure Investment and Jobs Act (IIJA) opened the door to $1.2 trillion in federal funding, competition for grants became intense. Utilities and other organizations turned to West Monroe for expert guidance to secure funding for critical initiatives in grid resilience, broadband, and clean energy.
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