Tess Lumia
- Role
- Director at Citrin Cooperman
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Tess Lumia
Citrin Cooperman’s Corporate Performance Management (CPM) team empowers businesses to…
Experience
Director
Oct 2024 — Present
AdvisoryDigital ServicesCorporate Performance Management (CPM)• Lead end-to-end Vena Solutions implementations across budgeting, forecasting, reporting, and workforce planning for mid-market and PE-backed clients• Manage a CPM consulting team, overseeing delivery quality, utilization, and time compliance across multiple concurrent engagements• Serve as primary advisor to CFOs, Controllers, and FP & A leaders, guiding system design and FP & A best practices• Own CPM solution architecture, including model design, data structures, and reporting frameworks• Partner with sales and leadership on engagement scoping, estimates, and solution strategy• Drive post–go-live optimization and additional implementation phases to increase client adoption and lifetime value• Act as escalation point for complex delivery issues and client strategy discussions
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