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Global Bank - Performance Measures -Finance Function Effectiveness ….

The Problem

• No capability to monitor on a global basis, finance function effectiveness for 12 reporting entities along with a consolidated Global view.

What we did

• KPIs - defined the KPIs and production process

• Project and stakeholder management – designed the approach and managed expectations

• Documentation - produced a “bible” of KPI definitions, basis of consolidation, trend analysis, targets and collation process

• System development - designed and managed the development of the excel based “heat maps”, dashboards and consolidation process

• Handover - handover of the “dashboard” to an offshore shared service centre


• Speedy implementation to monitor the effectiveness of the finance function and the impact of very material investments in the Finance Transformation Programme

“Jeff was a key contributor in mobilising the Finance KPI Dashboard in a very short time. The level of seniority of the many stake-holders, the geographical spread and diversity of the business units involved also added to the complexity of the exercise. Jeff's soft skills coupled with good understanding of how the Finance Function operates in a very large organisation were very appreciated and certainly contributed to successfully complete the first phase of the Finance Dashboard project.“ - Global Head of Planning – Finance Change – Global Bank

Banking & Finance
Case Study