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Finance Transformation Case Study - Manufacturing

Case Study:

A successful family-owned building material manufacturer was transitioning their leadership to the second generation. The company had a variety of needs, including assistance with a lean management team and long-tenured employees. The leadership set goals to capitalize on success, improve efficiency and discipline, and generate better decision support.



Family-Owned Custom Manufacturing Company

Service Provided:

Full strategy, assessment, executive advisory, and implementation services

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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A digital roadmap helps executives invest in and manage technologies that best align with their strategy for the company. Our comprehensive guidebook provides you with the information and best practices on how to build the best roadmap for your business. Click here to view the guide.

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