CohnReznick can help address transformation challenges by equipping you with the insight and strategy needed to optimize and automate your operations, implement technologies that support business digitization and growth, develop standard operating procedures, and safeguard assets from regulatory and cybersecurity risks. We design holistic and customized solutions that are aligned with your company’s size and complexity to help support strategic objectives, drive efficiencies and innovation, and, most importantly, produce high-impact, immediate, and measurable results.

Beginning with a cohesive understanding of your business requirements, we work closely with stakeholders to optimize performance, galvanize support for transformation, and implement solutions that foster collaboration and efficiencies.

Our goal is to help you establish change management philosophies that are embedded and integrated into your firm’s culture.

Service offerings:

  • Finance function

    Benchmark and upscale the Office of the CFO’s capacity and capabilities with best practices.
  • Finance operations

    Optimize and streamline processes to better support data-driven decision-making and connect operating processes.
  • Service delivery model

    Improve services to internal cross-functional customers through process alignment, centralization, consolidation, or outsourcing.
  • Finance shared services

    Identify cost optimization and efficiencies through centralization and standardization and automation of processes.
  • Transformational events

    Plan, manage, and successfully execute on transformational events related to the exit or liquidity events including IPOs, mergers, acquisitions, carve-outs, and market repositioning, and internally driven transformation triggered by growth objectives, restructuring, and/or leadership changes.

  • Business process improvement

    Optimize and automate processes through the deployment of enabling technologies, including robotic process automation (RPA).
  • Integrated Business Planning

    Collect and transform disparate planning processes into a single integrated, data-harmonized, and connected planning process that provides real-time insights, allowing all teams across the organization to collaborate and plan with confidence. Utilize platforms' enhanced capabilities around artificial intelligence (AI) and machine learning (ML) to boost forecast accuracy while cutting down on planning cycle times.
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Meet the team

  • Swami Venkat
    Contact Swami Swami+Venkat
    Swami Venkat

    CPA, CISA, CFE, ACA, Partner, CFO Advisory Leader

  • Kim Clark-Pakstys
    Contact Kim Kim+Clark+Pakstys
    Kim Clark Pakstys

    Managing Director, CFO Advisory

  • bates-jim
    Contact Jim Jim+Bates
    Jim Bates

    Director, CFO Advisory

  • Catherine Tran
    Contact Catherine Catherine+Tran
    Catherine Tran

    Director, CFO Advisory – Business & Finance Transformation

  • Close


    Let’s start a conversation about your company’s strategic goals and vision for the future.

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Related services

Our CFO Advisory solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture – addressing any industry-specific needs.