Focus on what counts

Office of the CFO

Focused on supporting the office of the CFO

In today’s environment, executives are expected to do more with less.  With the demand to grow profits without increasing overhead, many C-suite professionals are trying to manage it all with limited resources and time.  If this sounds familiar to you, turn to Citrin Cooperman’s Office of the CFO (OOTC) practice offering integrated CFO advisory and outsourced services in the areas of financial reporting, budgeting, forecasting and modeling, performance management, and financial decision making.

How Citrin Cooperman Can Help

Even with a fully-staffed department, there are times when companies and clients need additional support due to industry changes, new regulations, special projects, or unexpected transitions.  Citrin Cooperman’s professionals are experienced in immersing themselves into organizations across a wide range of industries and have a proven track record of hitting the ground running to provide immediate value. 

Our team approach to providing services brings the best talent to the table. With one point of contact, you will have access to our team of experts who will help you assess areas of need, advise you on how to create a practical plan or solution, and implement that plan to achieve desired results.

OurRelated Services

CFO Advisory
Strong leadership and exceptional management is vital to any high performing business.   Today, CFO’s and C-suite executives are expected to do more with less. To achieve and maintain a high performing company, requires help.

Citrin Cooperman partners with C-Suite professionals helping them to make strategic, impactful decisions that contribute their company’s performance and growth in the areas of:

  • Financial reporting
  • Strategic planning support
  • Performance management
  • Process improvement
  • System selection and implementation
  • Talent management
  • Compliance reporting assistance
  • Special projects

CFO Outsourcing
Whether it’s a one-time special project, an ongoing advisory or consulting arrangement, or filling a temporary vacancy, count on Citrin Cooperman’s Office of the CFO to help you bridge the resource gap.  Our team provides oversight and on-the-ground CFO level advisory services, including:

  • Oversight of the financial and accounting functions
  • Oversight over cash management
  • Oversight over financial statements preparation
  • Train accounting staff on industry best practices
  • Liaise with financial institutions
  • Design and implement effective budget and forecast models
  • Develop and evaluate KPI’s
  • Design and implementation of financial dashboards

Budgeting, Forecasting & Modeling

  • Design and implement effective budget and forecast models
  • Codify formalized budget and forecast policies and procedures
  • Preparation of Board presentations
  • Development of rolling cash forecast

Performance Management and Process Improvement

  • Develop and evaluate KPI’s
  • Design and implementation of financial dashboards
  • Evaluate and analyze revenue and expenses
  • Analyze business activities

Financial Reporting and Analysis

  • Enhance timeliness and quality of financial reporting and closing process
  • Support selection of reporting systems including design and implementation
  • Assist with monthly accounting and bookkeeping services
  • Perform analysis and account reconciliations

Credentials