Finance Role in Ai World
Embedding Financial Intelligence Across the Organisation
Through automation and Ai digitising routine financial tasks, finance professionals are freed to focus on strategic decision-making and value creation.
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This case study illustrates how embedding financial expertise within operational teams enables real-time insights, drives accountability, and fosters a performance-focused, financially empowered culture.
The Organisation
The organisation relied on a centralised Finance team responsible for all transactional and reporting functions. While this structure ensured control, it created disconnects between financial processes and frontline decision-making. Operational leaders lacked visibility into financial drivers, and Finance teams were overburdened with low-value, repetitive tasks. As digital systems and AI tools became more capable, the structure no longer supported agile, data-informed decisions at the service level.
Challenges
Finance knowledge siloed from service delivery teams
Heavy reliance on manual reconciliation and reporting
Limited real-time visibility into financial performance
Delayed decision-making due to centralised controls
Underutilisation of AI in financial planning and operations
Approach . Outcomes
Organisation can be transitioned from a centralised finance function to a distributed model, by digitising core financial processes and embedding financial acumen within operational teams. This enabling faster decisions, greater accountability, and a culture of financial ownership across the business.
Real time financial insights were accessible across all areas of the business
Eliminates an estimated 500 - 700 hours per year in meetings and data requests to Finance Teams
Projected 60% - 70% reduction in future finance function growth costs
Improved forecast accuracy by 25–40% due to real-time ownership and contextual insight at service level
