Corporate Performance Management

Focused on Driving Informed Business Decisions

Using your financial information to make better business decisions is one of the critical drivers of management’s success. Financial reporting, analytics, forecasting and budgeting, and collaborative business planning work together to make your finance function more strategic, efficient, and valuable

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Services Included

CPM Advisory

  • We advise clients on how to use CPM software to drive the performance of their business.

CPM Implementation

  • Our certified consultants provide end-to-end implementation of Vena CPM software to enable and empower your team.

CPM Training

  • We work with you every step of the way. Our collaborative approach ensures successful knowledge and skill transfer.

How Citrin Cooperman Can Help

Our team enables these capabilities by implementing Corporate Performance Management (CPM) software. CPM brings all of your decision support together in one place and helps automate and effectively manage your financial workflows. Our professionals provide management and implementation consultation services to successfully navigate your digital transformation journey.

We are an implementation partner of Vena Solutions. Our team won Vena’s Dedicated Partner of the Year award in 2021 and Vena’s Ambassador Award in 2022. Using the world's leading spreadsheet platform, Vena connects people, systems, and data to power finance-led business planning and real-time reporting.


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Vena Advanced Partner Badge Vena 2021 Vena CC Badge

Introducing Vena for Franchising

Get up and running and start generating results in no time with a preconfigured solution purpose built for custom budgeting and projections, what-if scenario modeling, month-end reporting, and revenue planning. Vena for Franchising by Citrin Cooperman enables next-level productivity leveraging native integrations with Excel and Microsoft 365 in an intelligent platform for Complete Planning. It also includes pre-built planning templates, data models, reports, business logic, predefined workflows, and source system integrations to give you the simple setup, configuration, and capabilities you need to get started fast with the right planning foundation for your franchise needs.

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Our Process

  • Gather data from across your organization
  • Define your forecasting, planning, and financial reporting processes
  • Drive business performance using best-in-class, collaborative planning processes

Corporate Performance Management (CPM) professionals are here to help.

Get in touch with a specialist today.

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