Finance and accounting operations
10 finance consultants
These ten finance consultants currently advise companies on finance transformation, either inside consulting and advisory firms or through their own practices. Readers can learn how experienced finance consultants scope a finance transformation, redesign finance processes and systems, and help CFO teams carry the change through.
Professionals to explore
01—10Kelly Ray
LinkedInExperience: Principal Consultant, Finance Transformation & AI Strategy · FluxSurge Advisory - Kelly Ray Consulting
Principal Consultant, Finance Transformation & AI Strategy at FluxSurge Advisory - Kelly Ray Consulting since 2008. The profile says Kelly partners with executive leadership teams to lead ERP transformations, AI adoption, finance modernization and M&A integrations, and it also lists Advisory Consultant at NAB Solutions US (2023–2024) and Chief Financial Officer at One4Graphics, Inc (2000–2008).
Kurt Carter
LinkedInExperience: Founder & Managing Partner · PE Finance Transformation
Founder & Managing Partner at PE Finance Transformation since 2025, and formerly CFO VP Accounting & Finance Consulting at Accounting & Finance Advisory (2019–2025). His profile says he helps private-equity-backed and growth companies build, stabilize and transform finance organizations during periods of significant change, and it also lists Interim CFO & Controller at Insco Group (2019).
Larry Bradley
LinkedInExperience: Director, EPM and Finance Transformation · Independent Consulting
Director, EPM and Finance Transformation at Independent Consulting since 2016. His profile says he has focused on identifying opportunities for clients within their CFO organization through the design and implementation of leading practices, and it also lists Director - EPM Consulting Services at SCALExM.ai (2013–2015), Senior Manager, Finance & Performance Management at Accenture (2010–2013) and CFO Advisory Services at ISA Consulting (2008–2010).
Mark Song Baez, MBA
LinkedInExperience: Partner - CFO Advisory, Finance Transformation · Genpact
Partner - CFO Advisory, Finance Transformation at Genpact since 2024, after serving as Director CFO Advisory, Finance Transformation there (2021–2024). His profile says he has led or advised on cross-functional projects at global banks and insurance companies, and it also lists VP - Finance Transformation - Program Manager at XL Catlin (2011–2015).
Natalia Caliari
LinkedInExperience: Partner Business Consulting Head of Finance and Business Transformation · EY
Partner Business Consulting Head of Finance and Business Transformation at EY since 2022; her profile headline describes her work as business consulting for the CFO suite. The profile also lists Principal Director Strategy & Consulting at Accenture Brasil (2021–2022), Senior Manager at EY (2017–2021) and Financial Controller at ASSA ABLOY Brasil (2012–2014).
Natasha Lembke
LinkedInExperience: Partner, Lead of CFO Advisory · PwC
Partner, Lead of CFO Advisory at PwC since 2018 and Co-lead of PwC Consulting since 2022. Her profile says she helps clients transform their finance function to accelerate business value creation through technological and digital possibilities, and lists Future Finance and Digital Finance among her focus areas.
Nithianandh Perumal
LinkedInExperience: Independent Finance Transformation Advisor · Self-employed
Independent Finance Transformation Advisor (self-employed) since 2025. The profile also lists Senior Manager CFO & Enterprise Value Practice Accenture Strategy & Consulting Practice Lead at Accenture (2022–2024) and Associate Director Senior Manager Management Consulting PwC Malaysia (SEA Consulting Practice) at PwC Malaysia (2014–2022), with a headline citing CFO Advisory, GBS & Shared Services, SAP S/4HANA and FP&A.
Richard Battersby
LinkedInExperience: Principal Consultant - Finance Transformation · Version 1
Principal Consultant - Finance Transformation at Version 1 since 2025. His profile describes delivering operating model redesigns, ERP enablement and programme leadership across financial services, insurance, pharma and PE-backed organisations, and says that at EY, where he was a Director (2008–2011), he developed a finance maturity assessment and benchmarking methodology for the EMEA Financial Services practice.
Steve Jaszkowski
LinkedInExperience: Independent Finance & Transformation Advisor · SRJ Consulting
Independent Finance & Transformation Advisor at SRJ Consulting since 2026, after serving as Head Financial Reporting and Account Operations EMEA at Alcon (2020–2026). His profile also lists Transformation & Finance Consultant (Interim Leadership & Program Delivery) at RGP (2018–2019) and describes helping organizations improve how finance operates and supports the business.
Tariq Hammad
LinkedInExperience: Finance Transformation Strategy Consultant · CFGI
Finance Transformation Strategy Consultant at CFGI since 2024. His profile also lists Overseas - Finance Transformation Director at PwC (2023–2024), Sr. Manager - Finance Transformation at PwC US (2018–2023) and Finance Consulting - Director Sr Manager Manager at PwC Middle East (2009–2018), and describes supporting organizations in modernizing finance functions and leading end-to-end finance transformation initiatives.
Choose the right perspective
Decide first whether you need a larger firm's program team or a single hands-on advisor, and look for a consultant whose current role matches that model. Ask each person which finance processes, systems and reporting they changed most recently and how the results were measured.
Questions to take into the conversation
- 01How would you assess our finance function and decide which transformation work to do first?
- 02What typically goes wrong when a finance team changes its ERP or reporting systems, and how do you prevent it?
- 03How do you measure whether a finance transformation actually improved the close, forecasting and decision support?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
Request a correction or removal