Focus Areas

Strategy and Goal Setting

Southwest Advisors recognizes that the cornerstone of any enduring change is a well-articulated strategy underpinned by clear, actionable goals. We partner with CFOs to crystallize their strategic vision, aligning with the rest of the business including actionable financial targets and operational milestones. Through this alignment, we transform the finance function into a strategic powerhouse, adept at navigating the complexities of market trends and internal capabilities.

Process Optimization

We don’t want to spend a lot of time defining the current state. Southwest Advisors focuses on what the business needs to support its strategy. Let’s define it as a ‘clean slate’ approach. Define what you need from the process in terms of KPI’s and outcomes and use that as the starting point. We take a view to eliminating unnecessary work and taking advantage of automation and the capabilities inherent in your current systems. Finally, we need to consider the capabilities of your current talent and any change management that may be necessary.

Cost Optimization

We begin by setting realistic and measurable goals to reduce your spending profile. From there it’s looking in a variety of areas to achieve your desired outcomes. Is it excess staff? Inefficient processes? Sourcing and vendor opportunities? We will work with you to determine the opportunity and help you understand the impact of pulling the various levers to realize your desired outcomes.

Shared Services Strategy

The creation of shared services centers is a strategic move to consolidate disparate activities into centralized units. This not only reduces costs but also improves service delivery. We guide organizations in developing and implementing shared services models that align with their strategic objectives, ensuring scalability and flexibility.

Outsourcing Advisory

Outsourcing can be a lever to achieve cost savings and operational efficiency. Our expertise helps CFOs navigate the complexities of outsourcing decisions, from identification of outsource process targets, initial high level business case, organizational readiness, value measurement, governance, and high-level program timelines.

Operating Model Design

The ultimate expression of finance transformation is a comprehensive redesign of the operating model. Southwest Advisors collaborates with CFOs to develop a future-ready operating model that integrates digital technologies, aligns with business strategy, and fosters a culture of innovation and continuous improvement.

PMO Advisory

Southwest Advisors offers PMO Advisory services that go beyond traditional project management. We ensure that PMOs become a pivotal element of strategic execution, driving finance transformations that transcend departmental borders and embed value creation. Our approach encompasses the establishment of PMOs that serve as strategic enablers—centers of excellence that prioritize alignment with the enterprise’s strategic objectives, champion governance, and foster collaborative synergies.