Focus on what counts

Finance Transformation

Enabling finance to efficiently generate deeper, faster business insight

How Citrin Cooperman Can Help

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

  • 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
  • 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: Automate repeatable, manual finance processes. Learn more here.
  • 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 

No matter your budget, your industry, or your foundational systems, we have methodologies and solutions we can craft to work for your business and meet your specific strategic goals.

We don’t just advise – we also implement. Our advise is rooted in what we know what works in real life, not just in a report. We will guide you through the entire journey – from analyzing the current state and developing your strategy, all the way through implementing the processes and technology solutions.

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When to Reach Out

  • Are your processes predictable, measurable, and controllable?
  • Are you spending a lot of time on repeatable and time consuming activities?
  • Are you running reports across different data sources and then parsing and consolidating the information? 
  • Are you having a high volume of transactions that require reconciliation checks to improve quality? (E.g. Accounts Payable, Business Contracts, etc.)