Why Invictus
Why Invictus Global Advisors
Experience Centric. Practical Solutions. Bespoke Strategies. Measurable Results.
The challenge we solve
The CFO’s balancing act.
Conflicting priorities beset the finance function. Whether it is protecting the firm’s financial assets, executing cost reductions, delivering better and more timely information or enabling the growth agenda, Finance has to find the right balance to meet the needs of the business.
Effectiveness
Drive the business forward.
- Finance strategy aligned to the business strategy, with resources prioritized to match.
- Decision-useful information, delivered on time and specific to the business.
- A defined constituent experience, with an action plan.
- A cost profile that reflects service requirements, with trade-offs resolved.
Control
Promote strong governance.
- Clear guidance and well-maintained governance.
- An appropriate financial control framework.
- Statutory and regulatory change handled as business as usual.
- Accurate, timely data for data-driven decisions.
Efficiency
Do more, and better, with less.
- Talent focused on value-adding work.
- Low-value work eliminated and routine tasks automated.
- A culture that treats change as a better practice.
The challenge is to improve in all three dimensions while keeping the balance right for your organization. That balance is different for every client, which is why our work is bespoke by design.
Why Invictus Global Advisors
Built by an operator, not just an advisor.
A published framework, not a black box
The SFOM™ is set out in full in Building the Strategic Finance Operating Model: The CFO’s Blueprint for Value Creation in the Age of AI.
An operator's perspective
More than 25 years in finance transformation: former EY Partner, senior roles at IBM Consulting, RSM US and Deloitte Consulting, and operating leadership at Prudential Financial and AllianceBernstein.
We have built what we advise on
The Strategic Finance Operating Model™ comes from designing and running finance functions and transformation programs, not from theory.
From design to execution
Through our alliance with BizNuvo and leading finance point solutions, NEXUS™ takes the model from the whiteboard into day-to-day operations.
Invictus Global Advisors: Experience Centric Practical Solutions
Operating model strategy
Co-developed and implemented the multi-year corporate strategy and operating model framework for a Fortune 100 financial services organization, aligning the operating model to the new strategy, optimizing the cost structure and positioning the organization for growth.
Finance function modernization
Led global strategic finance transformation programs for financial services companies facing growth, regulatory and cost pressures, improving operating effectiveness and making Finance a trusted advisor with a seat at the table.
Program governance, risk and controls
Set up a program governance, risk and controls advisory team for a financial services organization sunsetting its legacy systems, found the root causes of its challenges, and gave management what it needed to make critical decisions in time and act on production impediments.
Our approach
The eight pillars
Experience that matters.
We bring decades of senior leadership, consulting, transformation and industry experience to every engagement, combining large-firm capabilities with boutique-level attention and accountability.
Practical, implementable solutions.
We move beyond recommendations and presentations. We translate strategy into clear priorities, executable roadmaps, operating-model decisions and measurable outcomes designed to work in the real world.
Bespoke by design.
No two organizations have the same strategy, operating model, capabilities or challenges. We tailor our approach to the client’s specific business needs, maturity, culture and desired outcomes, rather than forcing a predetermined methodology or technology solution.
Strategy through execution.
Through our Advisory & Implementable Strategy solution, we help organizations define where they are going, determine what must change, design the operating model required to get there, and establish the governance, capabilities and execution discipline necessary to deliver sustainable value. We work with you directly to make this happen.
Technology that enables the business.
Through our Technology Enablement & Partnerships solution, we connect technology, data, digital capabilities and AI to business strategy and the operating model, helping clients deploy technology as an enabler of performance and value creation, not an objective unto itself.
Knowledge that builds lasting capability.
Through our Knowledge Management & Education solution, we transform experience, intellectual property and leading practices into educational programs, executive workshops, courses, thought leadership and other learning solutions that build organizational capability and extend knowledge beyond the engagement.
Talent when and where it is needed.
Through our Talent & Workforce solution (recruiting, fractional finance and staff augmentation), we provide experienced professionals and flexible talent solutions to address critical capability gaps, augment existing teams, provide interim or fractional leadership, and help clients execute their priorities.
Focused on outcomes, not activity.
Whether advising leadership, enabling technology, building organizational knowledge or providing critical talent, our objective is the same: solve the right problem, deliver practical solutions and create measurable, sustainable value.
How we deliver
Keeping transformation on track.
A transformation management office manages the program, project and change enablement day to day. Invictus Global Advisors leverages a transformation program management office approach with a small advisory team that advises your program executives on the program’s complexities and risks: calling out pitfalls early, identifying key risks with mitigating actions, and helping solve complex program challenges.
We look across programs as well as within them. Cross-program dependencies and their knock-on effects on people, process and technology are a common point of failure, so we assess them against the same operating-model framework.
01
Case for change
- Options appraisal: do the chosen options meet the program’s objective and provide longer-term value?
- Business case: does it demonstrate value for the investment required?
- Cost and schedule: are robust estimates and schedules in place?
- Benefits and outcomes: are outcomes defined, measured and being achieved?
- Experience: have the people affected been considered, to improve adoption?
02
Direction
- Program vision: what is the progress against the original objectives?
- Strategic priorities: is the program aligned with the organization’s priorities?
- Stakeholder engagement: have the right people been brought in?
03
Framework
- Governance: is the structure effective for oversight, challenge and direction?
- Resourcing: are the resources needed to deliver the program available?
- Risk management: have major risks been identified, understood and addressed?
04
Execution
- Execution strategy: have alternative delivery options been evaluated?
- Performance management: is progress measured and assessed consistently?
- Lessons learned: is the team learning from its experience on the program?
Illustrative examples of where risks and controls can derail a program, not an exhaustive list. For programs already in flight, see the Transformation Health Check.
What guides us
Our values
Trust
Trust between our clients and the Invictus Global Advisors team, within the joint teams we work in, and amongst our own people. Doing the right thing, every time, is how we work.
Quality
Quality is the hallmark we have been known for throughout our careers.
Agility
We bring agility to every engagement. Our methodologies are a guide, and we customize our approach for each client.
Commitment to Results
We are committed to delivering outcomes and experiences our clients care about.
Integrity
Honesty and strong moral principles in all we do.
From strategy to technology. From knowledge to talent. Invictus Global Advisors delivers bespoke, practical solutions designed around your organization and the outcomes that matter.
Ready to fix the model? Let’s talk.
Tell us where your operating model is holding you back.