Finance Transformation

Focused on Generating Deeper, Faster Business Insights

The core of managing business performance is the ability to measure and control profitability and liquidity. This requires a highly efficient finance department with the capabilities and tools to generate deep insights about the business. Our proprietary methodologies quickly uncover your highest priority improvements and we use these to build you a leading-class finance organization, technology environment, set of processes and procedures, and core accounting function.

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Services Included

Rapid Finance Assessment 
  • Perform a full diagnostic of your finance function in four weeks or less to get a future-state vision, prioritized list of projects, and an implementation roadmap.


Close and Consolidation Transformation 
  • We use our best practice process framework and a carefully curated list of technologies to shorten your close cycle, automate repeatable accounting activities, and generate consolidated financials and investor reporting faster. Learn more here.


Finance Transformation 
  • Transform your core finance capabilities – from subledgers through reporting and analytics – to be a modern, scalable, and highly efficient strategic capability for your company. Get best-in-class, scalable architectures.


Robotic Process Automation 


Interim CFO Services 
  • We combine our finance transformation services with an interim CFO leader who can quickly upskill your finance department and put in a great foundation to get access to better CFO candidates and set your next full-time CFO up for success.


Cost Structure and Allocation 
  • Gain visibility to your cost structure and improve your bottom line by allocating different cost allocation methods while improving the level of sophistication of your management fees across your organization.



How Citrin Cooperman Can Help

We help our clients improve the efficiency of their finance departments while generating deeper insights, quickly. Our best-in-class diagnostic methodologies rapidly uncover the highest priority improvements enabling us to execute process improvements with the latest technologies to get you results, fast.

Exceptional finance functions create enduring business growth. How?

  • Provide timely, high-integrity financial reports and key metrics to shareholders as they make business decisions
  • Leverage automation and the latest technology to drive efficiency up and costs down
  • Give executives and managers relevant data in real time they can use to drive business value
  • Manage business risk with strong, technology-enabled controls



Our Finance Transformation professionals are here to help.

Get in touch with a specialist today.

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