Finance Transformation Overall 2 - Citrin Cooperman · Capture financial transactions across all...

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Finance transformation Citrin COoperman’s Strategy & Business Transformation Practice Great finance functions create value exceptional finance functions create enduring business growth CITRIN COOPERMAN 529 Fifth Ave, New York, NY 212.697.1000 [email protected] citrincooperman.com @citrincooperman WE TRANSFORM YOUR END-TO-END FINANCE PROCESSES Provide timely, high-integrity financial reports and key metrics to shareholders as they make business decisions Leverage automation and the latest technology to drive efficiency up and costs down Give executives and managers relevant data in real time they can use to drive business value Manage business risk with strong, technology-enabled controls TRANSACTION PROCESSING Capture financial transactions across all operating systems and data sources FINANCIAL CLOSE Prepare trial balance and perform month-end reconciliation procedures FINANCIAL REPORTING Consolidate financial statements and perform analytics for decision making FINANCIAL SYSTEMS PROCESS GOVERNANCE & PEOPLE TECHNOLOGY Improved processing within your ERP system and standardization procedures FINANCIAL CLOSE TRANSFORMATION Automated specific finance close processes and accelerated close process FINANCE INTELLIGENCE & ANALYTICS Increased visibility for your business’s finance operations and understanding analytics OUR FINANCE SOLUTIONS ECOSYSTEM FINANCE TRANSFORMATION

Transcript of Finance Transformation Overall 2 - Citrin Cooperman · Capture financial transactions across all...

Page 1: Finance Transformation Overall 2 - Citrin Cooperman · Capture financial transactions across all operating systems and data sources FINANCIAL CLOSE Prepare trial balance and perform

FinancetransformationCitrin COoperman’s Strategy &

Business Transformation Practice

Great financefunctions createvalue

exceptional finance functions create enduring business growth

CITRIN COOPERMAN 529 Fifth Ave, New York, NY

212.697.1000

[email protected]

citrincooperman.com@citrincooperman

WE TRANSFORM YOUR END-TO-END FINANCE PROCESSES

• Provide timely, high-integrity financial reports and key metrics to shareholders as they make business decisions• Leverage automation and the latest technology to drive efficiency up and costs down• Give executives and managers relevant data in real time they can use to drive business value• Manage business risk with strong, technology-enabled controls

TRANSACTION PROCESSING

Capture financial transactions across all operating systems and data sources

FINANCIAL CLOSE

Prepare trial balance and performmonth-end reconciliation procedures

FINANCIAL REPORTING

Consolidate financial statements andperform analytics for decision making

FINANCIAL SYSTEMS

PROCESS GOVERNANCE& PEOPLE TECHNOLOGY

Improved processing within your ERP system and standardization procedures

FINANCIAL CLOSETRANSFORMATION

Automated specific finance close processes and accelerated close process

FINANCE INTELLIGENCE& ANALYTICSIncreased visibility for your business’s finance operations and understanding analytics

OUR FINANCE SOLUTIONS ECOSYSTEM

FINANCETRANSFORMATION

Page 2: Finance Transformation Overall 2 - Citrin Cooperman · Capture financial transactions across all operating systems and data sources FINANCIAL CLOSE Prepare trial balance and perform

FinancetransformationCitrin COoperman’s Strategy &

Business Transformation Practice

WHY CITRIN COOPERMAN?

BUILT FOR THE MIDDLE MARKET FOCUS ON EXECUTION WE UNDERSTAND VALUE

Our consultants don’t just advise, they also execute. We only provide advice we know is

realistic for your business.

Our background as an accounting firm means we care about the numbers in everything we recommend and

always consider bottom-line benefits.

Fortune 500 experience with expertise in the middle market. We understand how the middle market determines priorities and what it takes

to execute here.

CITRIN COOPERMAN 529 Fifth Ave, New York, NY

212.697.1000

[email protected]

citrincooperman.com@citrincooperman

What you get with our transformation services

results achieved by transformation

TRANSPARENCYInformation is simplified

and standardized to makeit easily understood

ACCURACYData provided represents

the true picture of performance

TIMELINESSManagement is responsive

to business owner questions and requests for information

RELIABILITYContinuous planning provides

management and business owner the ability to react to

economic changes

Forward looking,practical advice

Realistic road maps to execute your transformation

Best-in-class program management to achieve your execution results