Teams at Citrin Cooperman

Manages outsourced client financial operations, including general ledger, payables, receivables, payroll, reporting, reconciliations, month-end close, budgeting, forecasting, and accounting system conversions. Oversees onshore and offshore teams, reviews financial accuracy, supports GAAP-compliant statements, advises on technical accounting, communicates with stakeholders, and develops process, technology, and structural improvements.

Leads client-facing AI engagements from discovery through production, identifying use cases, scoping statements of work, designing workflows, prototyping prompts and agents, coordinating engineering delivery, and managing enterprise rollouts. Measures adoption and ROI, presents results to executives, trains users, navigates security and compliance reviews, supports presales, and develops reusable AI deployment playbooks for a new practice.

Lead client-facing AI engagements from discovery through production. Identify and scope use cases, design workflows, prototype prompts and agents, define requirements, coordinate engineering delivery, and guide enterprise rollouts. Establish governance, train users, measure KPIs and ROI, and present outcomes to executives. Build reusable consulting playbooks while supporting pre-sales and developing follow-on opportunities.