Focus on what counts
Education

Bachelor of Science in Finance, University of Maryland Baltimore County

Master of Business Administration, Johnson Business School, Cornell University

Licenses

Project Management Professional (PMP)

Carlos A. Catalan is a director and key player within Citrin Cooperman’s Strategy & Business Transformation Practice. He is leading the Robotic Process Automation and Finance Transformation Service Lines for Citrin Cooperman. He is an experienced professional in the field of finance and execution while focusing on areas of finance acceleration, financial reporting, and automation.

Experience

Carlos has delivered and partnered with a range of middle-market companies, to transform their finance transformation business models while implementing strategies that can lower operational cost and increase productivity within the CFO office. Carlos continues to achieve financial excellence and efficiencies by levering key enablers across technology, process, talent, and governance. Carlos brings key differentiators by tailoring and driving business transformation programs more effectively within organizations in the area of finance while increasing the level of collaboration and success for each initiative. His industry experience includes life sciences, health care providers, and health plans. He advises his clients on incorporating the latest “digital finance” transformation programs to increase ROI and improve operational finance activities.

Prior to Citrin Cooperman, Carlos worked at a Big 4 accounting firm for eight years as part of the Finance Transformation leadership team and led multiple programs across fortune 500 companies

Education & Licenses
Education

Bachelor of Science in Finance, University of Maryland Baltimore County

Master of Business Administration, Johnson Business School, Cornell University

Licenses

Project Management Professional (PMP)

Affiliations

Member, Association for Corporate Growth (ACG)

Member, The Alumni Society