Available now

You can't layer AI over a broken operating model.

The greatest constraint on transformation is no longer technology. It is the operating model.

  • Experience25+years in finance transformation
  • Practice growth$200M+EY CFO Advisory revenue, from under $20M
  • EY Partner10years leading CFO Advisory and performance improvement
  • Leadership4global consultancies: EY, IBM, Deloitte and RSM
Show the back coverFront cover of Building the Strategic Finance Operating Model, by Donald B. Rogers, CPA, MABack cover of Building the Strategic Finance Operating Model

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New release

Building the Strategic Finance Operating Model

The CFO's Blueprint for Value Creation in the Age of AI

The Strategic Finance Operating Model™ (SFOM™) redesigns finance from a reporting function into a driver of enterprise value: ten interconnected components, four stages of maturity, one shared language for finance and the business.

  • Why finance must transform: The new CFO mandate

  • Designing the Strategic Finance Operating Model™: The finance maturity model, assessing today and designing for tomorrow

  • The Strategic Finance Operating Model™ journey

  • Leading transformation: Where operating models meet human behavior, and why transformations fail

  • The future of finance: The AI-native finance function

  • How is artificial intelligence being governed? The fiduciary responsibilities of corporations and governments

Foreword by John T. Weisel, Former EY Global Consulting Leader, Financial Services. Available in multiple formats on Amazon, including hardcover and paperback. Kindle and audiobook editions coming soon.

Inside the book

Five parts. One blueprint.

From why finance must transform, through designing and delivering the Strategic Finance Operating Model™, to leading the human side of change and the future of finance.

Don Rogers speaking among guests at the book launch
Invictus Global Media

Part I · Chapters 1–3

Why Transformation Now?

Why finance has to change, and why the operating model, not the technology, is where that change has to start.

  • The CFO mandate has changed
  • The case for a new operating model
  • Introducing the SFOM™ as the blueprint
Explore Why Transformation Now?

Solutions

Fix the model. Then scale it.

Invictus Global Advisors helps boards, CEOs, CFOs, finance executives, private equity sponsors, operating companies and leadership teams fix the model first, then make it work. One holistic solution, built on a comprehensive, foundational blueprint: the Strategic Finance Operating Model™.

Don Rogers advising an audience from the podium
Invictus Global Advisors

Strategy that can be implemented. Transformation that creates measurable value.

Most strategies don't fail because they're wrong. They fail in execution and project proliferation. We design the operating model that can carry your strategy, design an implementable roadmap for value creation, then help you put it to work.

  • Strategic Finance Operating Model assessment and maturity diagnostic

  • Actionable future-state design and a realistic, implementable roadmap

  • Constituent, consensus-driven prioritization of initiatives based on business cases, value creation and ROI (return on investment)

  • Change leadership through execution, with an apprenticeship model and a human-in-the-loop focus

  • Hands-on executive leadership: practical, experience-centric solutions

Learn moreabout Advisory & Implementable StrategySee our entry-level solutions

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Endorsements

What leaders are saying

Don Rogers smiling at the Business Expo

Founder & Managing Partner

An operator who has built what he advises on.

Donald B. Rogers, CPA, MA, founded Invictus Global Advisors to help organizations close the gap between strategy and execution. A former senior EY Partner, he was a significant catalyst in building EY’s CFO Advisory practice. He has also held senior leadership roles at Deloitte Consulting, RSM and IBM.

  • Strategy & Management Consulting

  • CPA

  • Columbia University MA

  • Former EY Senior Partner

  • Author

  • Podcast Host

  • Founder

Read Don’s story

Why Invictus Global Advisors

Experience Centric. Practical Solutions. Bespoke Strategies. Measurable Results.

Fix the model before you add the AI.

Read the blueprint, or start a conversation about your operating model.