1. A personal approach. Dedicated resources.
Finance should not only be able to report on current
conditions—it should also be capable of projecting the
changes, opportunities and risks that lie ahead. Increasingly,
organizations are turning to technology solutions that enable
finance to play a proactive role in their companies’ business
planning strategies.
For some companies the finance function may be bogged
down with manually intensive reporting tasks and are
therefore unable to provide strategic support to the business.
Some of the challenges, outlined below, can prevent the
finance function from adding value:
• Multiple reconciliations resulting in a drawn-out
close process
• Manual intervention as part of the financial
reporting processes
• High effort and costs associated with ongoing
maintenance, system upgrades, inconsistent data
sources and IT support
• Lack of scalability restricting growth
• Control deficiencies leading to recurring restatements
How we can help you
PwC’s finance transformation solutions are designed to meet
the needs of private companies, bringing speed, efficiency
and insight to your challenges. Our team of finance and
technology practitioners will perform a rapid and
comprehensive assessment to better understand
your organization's current financial and technology
environment, and help you create the case for change.
Our finance transformation solutions provide you with the
following benefits:
• Speed and efficiency: Improve “record to report”
effort; reducing time associated with
transaction processing
• Improved decision making: Access to operational
data in real-time; ability to make smarter decisions with
analytic insights
• Maintaining compliance: Financial and regulatory
reporting aligned with global accounting standards
• Secure access: Providing secure access to authorized
users across multiple devices
• Speed to value: Rapidly deploying a pay-as-you-go
solution that lowers operating expenses and
resource needs
Private Company Services
Finance
transformation
solutions
Keeping ahead of the accelerating pace of change in today’s business environment
requires a finance function that aligns costs to your business strategy and delivers
insight, efficiency and control.

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consultation with professional advisors. PwC United States helps organisations and individuals create the value they’re looking for. We’re a member of the PwC network of fi rms in 157 countries with
more than 195,000 people who are committed to delivering quality in assurance, tax and advisory services. Find out more and tell us what matters to you by visiting us at www.pwc.com/US
Solicitation
A large, private university gains insight into financials, improves decision-making
capabilities with ERP solution
Before embarking on an enterprise resources planning (ERP) project, a large private university sought to understand the
risks involved and the overall fit of the ERP solution to the institution’s business needs. PwC was engaged to conduct an
organizational readiness assessment for a cloud-based implementation.
What we did
PwC’s team performed a risk analysis, identifying potential points in the implementation process that might affect the
return on investment, and evaluated the fit between the university’s needs and cloud-based solutions for finance,
supply-chain and human capital management.
We reviewed the current state including structural and people-based, and suggested recommendations to mitigate risk.
We also provided foundational actions needed ahead of any solution.
Results
The system implementation drove process efficiencies, eliminated manual and fragmented processes, and provided
critical data and insights to support business decisions.
Transforming a restaurant company
A privately-held restaurant company with multiple
brands and locations needed to transform its finance
and human resources functions to deliver real-time
information and support the company’s growth plans.
The current ERP system lacked the functionality
needed to provide insights into the company’s business
and employees.
What we did
PwC was engaged to explore the company’s needs and
implement a cloud-based solution that defined a new
business model, and recommended applications that
would transform operations.
Results
Our finance and HR solution gave our client the
flexibility and scalability it needed to meet changing
business conditions at a lower cost.
The company is now able to act quickly if the business
climate changes.
Top areas where private companies plan to
increase their spending over the next 12
months
Source: Trendsetter Barometer Business Outlook, PwC, 2015
Period covered: 2Q 2014 & 2Q 2015
Percentages denote the number of companies who plan increases.
For more information:
Tyson Cornell
Principal
(312) 933-8976
tyson.cornell@pwc.com
Dan Fitzgerald
Managing Director
(773) 412-7840
daniel.p.fitzgerald@pwc.com
Jay Hill
Director
(317) 408-2869
jay.d.hill@pwc.com
18%
19%
20%
22%
31%
23%
30%
11%
15%
27%
Geographic expansion
New product/service
introductions
Advertising
Marketing & sales promotion
Information technology
Today(2Q 2015)2 A year ago(2Q 2014)
18%
19%
20%
22%
31%
23%
30%
11%
15%
27%
Geographic expansion
New product/service
introductions
Advertising
Marketing & sales promotion
Information technology
Today(2Q 2015)2 A year ago(2Q 2014)
How we have helped others