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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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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Our Services

At Citrin Cooperman, we understand the significance of data integrity and accessibility in driving informed decision-making. Our CPM solutions serve as a centralized hub for consolidating and analyzing data from diverse sources, ensuring accuracy and reliability in financial and operational reporting. By leveraging advanced analytics and customizable dashboards, our clients gain real-time insights into key performance metrics, enabling them to identify trends, mitigate risks, and capitalize on opportunities swiftly. With our collaborative approach, we empower clients to harness the full potential of their data, transforming it into actionable intelligence to fuel strategic initiatives and drive business performance.

  • Budgeting & Forecasting
  • CapEx Planning
  • Revenue Planning
  • Workforce Planning
  • Allocations
  • Scenario Planning
  • Cash Flow Planning
  • Rolling Forecast
  • Sales Planning
  • Incentive Compensation Management
  • Marketing Planning and Reporting
  • Financial Consolidation
  • Account Reconciliation
  • Tax Provisioning
  • Management Reporting
  • Profitability Analysis
  • Variance Analysis
  • Dashboard
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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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Contact Us Today to Learn About Vena Solutions

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