Finance and Operations

Focused on Supporting Your Business Through Outsourcing

Focusing on what counts has become more difficult as executives are forced to make more complex decisions with fewer resources. Fortunately, Citrin Cooperman has the solution. Our Business Processing Outsourcing (BPO) practice will elevate your finance function to provide timely and meaningful information and simplify your decision-making process. It’s like building a high-performing, sophisticated finance department in-house, for less than the cost of a full-time team.

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Services Included

CFO Services and Decision Support

  • Budgeting and Reporting
    • Annual Budgeting
    • Driver-Based Budgeting
    • Operational Budgeting
  • Continuous Forecasting
    • Monthly Forecasting
    • Ongoing Cash Forecasting
    • Sales and Revenue Forecasting and Re-forecasting
  • Scenario Modeling
    • Driver-Based Financial Modeling
    • Model Different Growth Levels
    • Model Operation Requirements

Financial Planning and Analysis (FP&A)

  • Gather data from across the organization
  • Define your forecasting, planning, and financial reporting process
  • Drive business performance using best-in-class, collaborative planning processes

Finance Operations

  • Policies and Procedures
  • Financial Reporting of Historical Data
  • Forecasting of Future Financial Information

Finance and Accounting Special Projects

  • We can provide experienced response teams to address pressing short-term needs on a project basis. From audit preparation to assisting with providing financials for tax purposes, our team is ready to mobilize and help quickly.

How Citrin Cooperman Can Help

Citrin Cooperman’s Business Process Outsourcing (BPO) team of industry-specific finance professionals have significant experience in providing outsourced financial solutions to elevate your business. Our focus is to provide cost effective services necessary for your business to achieve desired outcomes through ongoing services or project-based work.

Our team works in tandem with other services provided by our firm, including tax advisory, wealth management, cybersecurity, transaction advisory services, and more. The interplay of BPO along with advisory services allows us to add value to your business in a variety of ways.

Elevate Your Finance Function

Citrin Cooperman’s Outsourced Finance and Accounting Practice is your turnkey solution for elevating your finance capabilities.  Our team provides your company with a high-performing, sophisticated finance department to support your ongoing operations and transform them as your grow and evolve.

Finance and Operations Insights & Resources

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Our Finance and Operations professionals are here to help.

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