the modern millionaires review

Global nuclear energy provider


The CEO sought to consolidate redundant corporate functions across several geographies and business units to improve organizational efficiency and reduce cost.  The client retained Booz & Co. to design a virtual shared services organization for Human Resources, Information Technology, Legal, and Finance.  Booz, in turn, retained Levelx as a partner to lead the Finance work stream for the initiative.

Levelx Actions
  • Helped establish credibility (finance) with the client CFO
  • Mapped the key finance processes (close-to-report, order-to-cash, procure-to-pay, internal controls, treasury management)
  • Performed a best practices gap analysis to assess the finance organization’s position on the maturity curve and identify improvement opportunities
  • Designed a “future state” virtual services solution for the finance function
  •  Delivered scope of work for which Levelx was responsible on time and within budget