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

  • Benchmark and upscale the Office of the CFO’s capacity and capabilities with best practices.
  • Optimize and streamline processes to better support data-driven decision-making and connect operating processes.
  • Improve services to internal cross-functional customers through process alignment, centralization, consolidation, or outsourcing.
  • Identify cost optimization and efficiencies through centralization and standardization and automation of processes.
  • 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.
  • Optimize and automate processes through the deployment of enabling technologies, including robotic process automation (RPA).

Get in touch with our specialists

View All Specialists
Swami Venkat

Swami Venkat

CPA, CISA, CFE, ACA, Partner, CFO Advisory Leader
Kim Clark-Pakstys

Kim Clark Pakstys

Managing Director, CFO Advisory
Catherine Tran

Catherine Tran

Director, CFO Advisory – Business & Finance Transformation

Looking for the full list of our dedicated professionals here at CohnReznick?



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

Please fill all required fields*

Please verify your information and check to see if all require fields have been filled in.

Please select job function
Please select job level
Please select country
Please select state
Please select industry
Please select topic

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.