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Finance Transformation Case Study - Holding Company

Case Study:

A family-owned diversified holding company with a long history of poor financial information. The company had a board that was frustrated with poor financial reporting, auditors issued multiple material weaknesses, their budgeting and forecasting was weak, and their staff was under-skilled for the various lines of business.



Family-Owned Agricultural, Building Material, and Real Estate Company

Service Provided:

Finance transformation – assessment through implementation

How We Help

Citrin Cooperman serves as the lead technology and operations advisor for the client’s full transformation including an end-to-end rapid finance assessment, financial cleanup, close transformation, and FP&A build.



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