2023 CPM Services Placemat

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WHAT WE OFFER

We specialize in Corporate Performance Management (CPM) Software implementation. With over 70+ years of combined FP&A experience, our professionals provide management and implementation consulting services to successfully navigate your digital transformation journey.

Gather data from across the organization

Define your forecasting, planning, and financial reporting processes

OUR SERVICES

Drive business performance using best in class collaborative planning processes

We advise clients on how to use CPM software to drive the performance of their business

IMPLEMENTATION

Our certified consultants provide end-to-end implementation of Vena CPM software to enable and empower your team TRAINING

We work with you every step of the way. Our collaborative approach ensures successful knowledge and skill transfer

A D VISO R Y
OUR PROCESS

WHY CITRIN COOPERMAN

BUILT FOR THE MIDDLE MARKET

We have the skill level of Fortune 500 but our history is in the middle market. We understand how the middle market determines priorities and what it takes to execute here

FOCUS ON EXECUTION

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

WE UNDERSTAND VALUE

Our background as an accounting firm means we care about the numbers in everything we recommend and always consider bottom-line benefits

Citrin Cooperman has developed processes for Cumming that enabled real-time control of a sprawling and rapidly growing company that was a major reason for the bottom line to improve with over 25% CAGR on revenue through organic and acquisitive growth. For us, Citrin Cooperman is not a short end result, the power of data and the need to use it meaningfully has been part of Cumming’s DNA; Citrin Cooperman has been able to take that critical need and make it on demand and hugely valuable. The impact to enterprise value through improved metrics is massive, probably 20% of EV.

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. Audit and assurance services are provided by Citrin Cooperman & Company, LLP. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

Finlay Cumming Chairman of the Board Cumming Corporation 80,000 hours of consulting 200+ projects across 100+ clients 98.3% CSAT Score

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