Global Financial Services Outsourcer: RTR Transformation

Full life cycle transformation of RTR function as part of the finance transformation programme including; locations, skills and sizing of the finance team, digital technology implementations and improvements and creating policies and procedures


  • Automate; tracking of month end close by leveraging BlackLine Task Manager to document sequencing, timelines and responsibilities of month end tasks
  • Automate; workflows of reconciliations by deploying Blackline Account Reconciliation module
  • Accelerate; close by enhancing policies and introducing de minimis journal limits
  • Accelerate; transition to captive SSC by deploying BlackLine quickly and initially using as a repositary
  • Elevate; employee experience by implementing new cloud ERP (Workday)
  • Elevate; control environment by deploying digital tools

Project scope and digital technologies leveraged

  • Project approach; As Is and To Be process mapping, Operating model design, Sizing and recruitment of onshore and offshore SSC captive teams, optimise technologies to enable successful transition
  • Project locations; UK, India, USA, Netherlands
  • Volumes; 4 countries, 3 ERPs
  • Technology enablers; Blackline, Workday, Unit 4 Agresso, SAP Concur, Proactis
  • BlackLine Modules deployed; Account Reconciliations, Task Manager, Reporting

Key systems leveraged

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