Finance Transformation – Consulting and Services

As part of EY’s FSO Consulting Services, we help clients transform their finance function to be a more effective partner to the business by providing change management consulting, creating insights to support strategic decisions, mitigate risk, and driving efficiency through technology innovation, process and reporting, and optimized controllership activities and managed services.

How EY can help with your finance transformation

The role and expectations of the finance function are ever-evolving through constant change and disruptive trends. As C-suite internal needs and external expectations skyrocket, organizations must turn to new thinking regarding the finance function to raise its ambition for the future or risk having it serve as a compliance exercise.

EY cutting-edge methodologies help clients stay on top of industry trends, drive value creation and enable growth, while concurrently maintaining regulatory compliance and promoting efficient processes and results. 

The EY approach to transform the finance function into a strategic business partner leverages emerging technologies to unlock the value of digital finance: advanced analytics and reporting, cloud and next-generation data. Our core offerings provide the ability for organizations to realize leading capabilities for their finance functions quickly and strategically in a global fast-paced business environment.

Service offerings

Learn more about our transformation, reporting and strategy offerings

Latest thinking

Learn more about our thought leadership and transformation use cases.

Embarking on a Finance Transformation journey can be daunting.

EY can help you navigate it.

Finance transformation solutions

Emerging trends in finance 

Today’s advancing technologies and forward-looking solutions are expanding the capabilities of the finance function. The EY Finance Transformation team has strategically developed core capabilities around several emerging trends and disrupters of the finance function, bringing the latest in innovation to financial institutions around the globe. 


As the software landscape changes dramatically, investments in finance technology and architecture will close knowledge gaps, create agility, establish transparency and maximize ROI for the finance function.


In the digital future, businesses will harness the intrinsic value of their data through the data commercialization model. Organizations can maintain security, control and ownership while leveraging the full value of their assets.

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To meet the growing expectations for fast, in-depth, data-driven insights, businesses are implementing analytics and reporting tools that can support these decisions while maintaining security regulatory scrutiny.

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As the need and desire for a deliberate talent strategy continues to grow, businesses are shifting their focus to attracting and retaining top talent, analyzing financial resources and cost efficiency, and automating operational functions.

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As CFOs seek to leverage data for predictive analytics, Pseudonymization is a solution for meeting privacy regulations


Our latest thinking on finance transformation

How P&C insurance finance transformation can drive profitable growth

The Finance function of P&C insurers must transform. Read how prioritizing people, process and technology changes can drive operational agility.

07 Sep 2023 Chad Runchey

The power of vendor portals in advancing the CPO agenda

The CPO agenda is faced with a new breed of challenges with increased demands and shortages. However, digital onboarding remains a promising remedy. Learn more.

08 May 2023 Steven Krueger + 4

Fixing the finance data supply chain

Finance can turn the data supply chain into a strategic asset that drives confidence in regulatory, statutory and management reporting. Find out how.

14 Apr 2023 Geoff Burkholder + 1

How can you make your finance function as agile as your business strategy?

How can finance deliver against unprecedented pressures and sustain disruption at speed, with quality, and within budget? Click to read more.

22 Jun 2021 Steven Krueger

The impact of brokered deposit modernization on bank profitability

Recasting the viewpoint of brokered deposits in light of changing regulatory considerations and technological innovation. Read more.

06 Apr 2021 Vadim Tovshteyn + 1

    The finance transformation team

    Steven Krueger

    EY Global Finance Technology Services Leader

    Provides guidance to FIs on reimagining the operating model and vision of the finance function. Loves spending time with family and playing golf. Avid sports fan.

    New York, USA

    Brian Boyle

    EY Americas Capital Markets Leader

    Transformation leader in capital markets. Investment bank innovation champion. IBOR reform advisor. Brooklyn native. Wine enthusiast. Travel junkie. Novice fisherman. Husband. Animal lover.

    New York, USA

    Geoff Burkholder

    EY Americas Financial Services Principal, Finance and Risk Transformation Leader, Ernst & Young LLP

    Trusted advisor on finance transformation matters. Leader with a deep understanding of data’s place in finance. Experienced in solving complex regulatory issues.

    Atlanta, USA

    Sandy Sposato

    Insurance Finance Transformation Leader, Ernst & Young LLP (US)

    Insurance sector Finance Transformation Leader. Over 30 years of experience in the financial services industry. Focused on both Property & Casualty and Life & Annuity clients.

    New York, USA

    Amin Haque

    EY Americas Dynamic Planning and Profitability Improvement Leader

    Finance strategist devoted to dynamic planning and course correction in banking and capital markets. Trusted advisor to the C-suite of top-tier banks. Avid pilot. Keen tennis player. Proud father.

    New York, USA

    Kedisha Ebanks

    FSO Consulting Partner, Ernst & Young LLP (US)

    Experienced partner in the financial services practice. Helping C-suite executives on large-scale operational and finance transformation programs.

    Tysons, USA

    Andres F Leguizamon

    EY Americas Financial Services Supply Chain Lead; Managing Director, Consulting, Ernst & Young LLP

    Global leader on a permanent learning journey. Helping organizations rationalize spend and reduce risk. Soccer and music production enthusiast. Proud father to a very talented five-year-old lad.

    Miami, USA

    Sacheen Punater

    EY Americas Financial Services Next Generation Data Leader

    Experienced leader in the data and analytics space. Focused on using emergent technologies to capture the transformative potential of data. Father and husband.

    Tysons, USA

    Joseph Sommer

    EY Americas Financial Services Managing Director

    Enthusiastic leader focused on data programs to enable insight. Believer in the power of data to transform organizations.

    Hoboken, USA

    Michael Barnes

    EY Americas Wealth & Asset Management Consulting Partner

    Passionate about producing better outcomes for clients in a constantly evolving regulatory landscape.

    Philadelphia, USA

    Christine Burke

    EY Americas Financial Services Consulting Partner and Regulatory Reporting Leader

    Inclusive leader. Passionate about teaming and relationship building.

    New York, USA

    Tom Eagan

    EY Americas Financial Services Wealth & Asset Management Finance Leader and Finance Merger Integration Leader

    Transformative leader with deep product knowledge across banking products, asset management and more. Strategist thinking about the digital transformation.

    New York, USA

    Financial services organizations must decide now to improve the finance function’s current capabilities and outcomes to bring better insights and P&L impacts to internal decision-makers and external stakeholders.

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