Consulting services 

Build the roadmap to a valuable, connected finance function 


Take a step back and evaluate your finance function with VantagePoint’s consulting services.  

Do you feel prepared for the technology and process changes required to meet your business objectives? If you're frustrated by reactionary planning, our consulting services can help you get ahead. 

Our approach


We start by gaining insight into your existing finance processes, discovering how your business currently operates.


Then we define the improvements we’d recommend making, focusing on how to add the most value to your business. 


Our consultants will scope out your team’s development needs: from data literacy basics to developing a long-term roadmap. 


Our team of talented finance consultants and software partners work alongside you to kickstart your finance transformation.


Whether it’s guiding you into data maturity, running an end-to-end finance upgrade or helping you reach reporting standards, we’ll implement the changes you need. 

Group 304

CFO Labs

CFO Labs is an accelerated finance strategy workshop that aims to give you three months of value in a single day.  

The one-day workshop will enable you to drive engagement, alignment and commitment to finance transformation, by providing you with a clear roadmap of prioritised change initiatives. 

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Group 350

Finance strategy

Our finance strategy offering will provide you with a detailed assessment of your current state and business maturity. We will then work across all areas of your business to help you define a target state for finance. 

We aim to accelerate and guide the process, unlocking the value of your finance function and building out a prioritised list of change and transformation projects that enable finance to become the key driver of the business. 

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Group 333

Business process mapping

Whether it is in preparation for IPO, to improve cost saving or simply to speed up month end close, VantagePoint can lead you on the journey to enhance visibility of your finance function with a best-in-class process evaluation that gives you the insight you need to grow. 

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Group 342

Enterprise architecture

Enterprise architecture is the process of analysing, designing and mapping how your data and processes interact with each other to support and drive your business ambitions. 

Our aim is to provide you with full visibility on how data moves around your organisation, a deep understanding of your current technology landscape and a roadmap of incremental change initiatives that will achieve your desired enterprise architecture. 

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Group 312

System selection

Our rigorous selection process, combined with applied knowledge of best-in-class finance technology, puts us in a unique position to give CFOs independent advice and clear direction on which technologies are best suited with an implementation roadmap to make it a reality. 

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Group 362

Governance, risk and controls 

Boards and management are constantly being challenged to achieve greater transparency, objectivity, and compliance as new laws and regulations are introduced. 

Our team are here to transform your approach to risk management and to ensure you have the technology to enhance reporting, making it automated, flexible and scalable. 

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"We first started with VantagePoint to do a project to help us determine our finance strategy. We've got a growth plan over the next five years but we needed a finance strategy to go alongside that. We're quite a lean finance team so if you're trying to do a big transformation project, reaching out and using consultants makes a big difference."

Naomi Ingram

Financial Controller

"Straight from the kick-off we had confidence that VantagePoint would deliver...

We are delighted to have continued our strong relationship post delivery and would have no hesitation in considering VantagePoint for future projects."

Stuart Sinclair

Finance Technology Manager

View our case studies



Learn how Aferian plc unified their people, systems, and processes.

View case study


Discover how Accelerant became a technology led InsurTech unicorn.

View case study

Get in touch

Or you can simply call us on 

UK: +44 207  7888  209
USA: +1 917 672 0145