Matt Rollings spent more than twenty years in consulting across boutique firms and the Big 4, leading Oracle EPM and finance transformation at Hackett, Deloitte, KPMG, and Inoapps before founding Proforma Global.
He has worked with AI at the intersection of software design and engineering since 2022, and has built and deployed the most advanced AI agent framework in the Oracle EPM ecosystem. Candor over politics guides his work, which the consulting world too often lacks.
Phillip Walters spent more than twenty years in finance transformation across boutique firms and the Big 4, redesigning Plan-to-Perform, Record-to-Report, and Procure-to-Pay processes to deliver measurable results for his clients. At BearingPoint and KPMG he stood up new service delivery models, implemented a wide range of technology platforms, and led merger integrations across many industries.
His grounding in process is what makes the technology stick. He pairs a deep command of the finance operating model with hands-on delivery of Oracle ERP and EPM, SAP, and AI, so new systems reinforce better processes rather than paper over broken ones. Substance over slideware is his standard.
Proforma Global was founded in 2023 by Matt Rollings and Phillip Walters, each with more than twenty years in Oracle EPM and finance transformation. Both lead engagements directly as Founder and Principal.
Where is Proforma Global located?
Proforma Global is headquartered in Miami, Florida, with a delivery team in Cebu City, Philippines. The team is fully remote and serves clients across the United States, Canada, and the United Kingdom.
Is Proforma Global fully remote?
Yes. The team operates from Miami and Cebu. We travel for kickoffs and major milestones when it matters, otherwise async work and scheduled working sessions.
