FORWARD FACING FINANCE SOLUTIONS
We build operational finance solutions, develop finance governance and control, and manage finance projects.
Experience in unlocking value
We help finance teams operate with speed and control. Our work includes designing the finance operating model, governance and control and providing technology oversight that enable faster forecasts, confident closes and decisions your business can rely on.
Since 1998, we've supported finance teams in mid‑sized organisations and household brands across the UK including Hiscox, Legal & General, Sanofi, Quilter, Allianz, Johnson & Johnson, Sanofi, Sophos, Ultra Electronics and many more.
In today's fast-paced change we understand to need to respond. Our solutions are designed to help finance teams focus on operational excellence and deliver the best value in your organisation.
Whether it's an operational challenge or a new project, Thomas Allan are ready to step in to work with you.
If you've got a problem, we've got the solution.
OUTCOME FOCUSED DELIVERY
Outcomes finance leaders expect
Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we'll be more than happy to help.
Faster, controlled forecasting
From static cycles to dynamic planning:
- shorter cycles
- better driver‑based insight
- scenario agility.
Close with confidence
Clear controls, reconciliations and ownership:
- shorten the close
- strengthen assurance
- reduce rework.
One version of the truth
Governance, data lineage and model standards so finance can:
- trust
- explain
- scale decisions.
Change ready operating model
Clear roles, RACI and cadence so transformation:
- lands
- sticks
- improves quarter by quarter.
Performance you can act on
Tie activity to financial outcomes with:
- unit economics
- cost to serve
- operational telemetry.
Safely deployed automation and AI
Implement new technologies with confidence using:
- embedded controls
- enterprise grade automations
- guardrails.
SERVICES THAT DELIVER REAL OUTCOMES
Our service pillars
We focus on strategic oversight by designing the operating model and governance that make technology, process and people work together at scale.
Pillar
1.0
FP&A & EPM programme oversight
Operating model, design authority, benefits tracking, model standards and cross‑functional governance.
Pillar
2.0
Technology procurement advisory & vendor selection
Requirements, RFP/RFI, bake‑offs, commercials and risk management. We offer product‑agnostic guidance to secure the right fit.
Pillar
3.0
Programme delivery & PMO
Roadmaps, RAID management, sprint discipline and value realisation. Deliver projects on time, on scope, on value.
Pillar
4.0
Finance operating model design
Roles, RACI, competency mapping and cadence. From change councils to centres of excellence to drive the right decisions.
Pillar
5.0
Workflow & automation for finance
Enterprise roll‑outs integrated with finance calendars, close, forecast and project delivery.
Pillar
6.0
Pragmatic & guardrailed AI for finance
Use‑case discovery workshops, pilots, governance (policies, lineage, model risk) and change adoption.
Pillar
7.0
Transformation, change management & adoption
Leadership alignment, process mapping, governance, training and behavioural reinforcement so new ways of working actually stick.
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BUILDING CREDIBILITY SINCE 1998
Trusted by finance teams in complex organisations
We’ve supported teams from mid‑sized organisations to globally recognised brands across regulated and fast‑moving industries.
Case snapshots
Global planning standardisation
Consolidated disparate planning processes into a governed framework with a single data model and design authority enabling consistent rolling forecasts and budgets across regions.
Close acceleration & controls
Introduced workflow transparency, hand‑offs and reconciliations that reduced rework and improved auditability.
Driver-based forecasting
Established driver libraries and scenario standards so finance could explain variances and respond to market changes faster.
HOW WE WORK
Clarity on delivery with a disciplined, value first approach:
Rapid assessment of operating model, data lineage, controls and delivery risks. Clear findings and prioritised actions.
Blueprint for process, governance and technology oversight. RACI, cadence and adoption plan.
PMO discipline, benefits tracking, change management and quality gates. We ensure value is realised, not just promised.
AI & AUTOMATION FOR FINANCE
AI and automation that respect control
We help finance unlock practical automation and AI, safely. From close and forecast workflows in Asana to AI‑supported variance narratives and anomaly detection, we align use cases with your policies, data governance and model‑risk standards.
No hype -just secure, governed improvements to speed and quality.
We have developed a foundational AI workshop for all users of AI. The course gives you industry relevant use cases to develop your skills and gain a better understanding what AI really is and how to take a pragmatic approach to using it. The workshop is delivered in 2-3 hours depending on requirements.
Policy guardrails and reasoning
We embed AI within the governance structures your finance team already trusts, ensuring every output is explainable, reviewable and compliant with internal controls. This gives executives confidence that AI accelerates insight without introducing risk and strengthening audit readiness rather than complicating it.
Integration with your ERP/EPM and data platforms
AI is connected directly to your core finance systems, so it works with your existing data lineage, reconciliations and reporting structures. The result is faster, higher‑quality insights without manual data movement with a single, trusted source of truth across planning, close and performance cycles.
Pilot, learn and scale without compromising controls
We take a structured approach to experimentation, proving value in controlled pilots before expanding safely across regions, functions or processes. This ensures your organisation captures measurable gains quickly while maintaining the governance, quality gates and assurance expected in enterprise finance.
WHO WE WORK WITH
Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of experience in finance, they have the expertise to provide comprehensive, first-rate services to our clients. We work with...
CFO & Finance Leadership
Assure the board: faster forecasts, clear controls and decisions you can defend.
Head of FP&A
Driver‑based planning, scenario agility and data you can trust and standardised across markets.
Finance Operations / Shared Services
Reliable workflows, transparency and hand‑offs that shorten the close and reduce rework.
Transformation / PMO
Tool‑agnostic governance, delivery discipline and value tracking from day one.
READY TO MAKE FINANCE YOUR ORGANISATION'S ADVANTAGE?
Contact us
Let's align on your top three priorities and a 90 day plan.
Book a 30-minute consultation with Thomas Allan!
OR
Drop us a message, and let’s explore how we can work together to create lasting success in your organisation.
OR
email us: hello@thomas-allan.co.uk
Whether you need expert guidance in change management, process improvement or achieving operational excellence, we’re here to help.
We’re just a conversation away!