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Financial Management Services
We can help in all areas
of financial issues targeting community banks including facilitating staff
or board discussion of financial goals or provide a more comprehensive
approach by designing & establishing the chief financial officer role for
implementing the strategic goals for your organization. For emerging
companies with the need for a seasoned financial professional who require
exceptional results but cannot justify the expense of a full-time officer,
we can function as Chief Financial Officer on a temporary or limited basis.
For a summary & more
information on our qualifications & capabilities click
here.
- We can help you to write a new financial
management plan or tailor an existing financial management plan to take
your organization to the next level
- We can provide a range of financial services
from comprehensive financial management plans to specialized needs
including investment management services and internal operational issues
- We can have a highly skilled Chief Financial
Officer to analyze your business processes that are integral in financial
management who can serve in a part-time
or temporary capacity
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- Capability 1
- We can help you establish
financial management plan
- Capability 2
- We can take your financial management plans
& develop an
implementation
plan & support your efforts
- Capability 3
- We can provide a
broad range of financial management services
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- We
have extensive experience in both facilitating, with
staff & volunteers, & writing financial management plans to meet the needs
of the organization. Generally, financial management planning
efforts should be tied to an organization's strategic plans so that the
financial management efforts make sense with the organization's mission &
goals, both short and long term.
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Sometimes financial
management gets "managed by the seat of the pants" and plans are sometimes
put on the shelf next to the strategic plan with no clear operational
budget & implementation plan. Our consultants have have extensive
experience taking both simplex & complex plans and facilitating the
implementation of these plans using project management techniques.
We specializes in facilitating & teaching organizations to work with teams
to implement the planning efforts, bringing everyone to the table.
We also has the computer skill set to complete many of the projects to
implement the the financial management plan including investment &
operational issues.
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We have extensive
experience & a passion for the "numbers" that come from solid financial
management. Every position that our consultants have over the last
30 years have already had a strong research component in it due to her
belief that good decisions are based on good research & sound economic
activities. These efforts can include the following activities:
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Management of the investment portfolio to
maximize shareholder value
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Recommend changes in investment policy on the
basis of security analysis, trends, and market conditions
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Provide management with meaningful analysis of
securities from the standpoint of their suitability for investment
purposes
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Provide measures that, evaluates and controls
the effectiveness of the interest rate risk of the institution through
observation and systemic review of results
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Develop and monitor “Economic Value Added
Models” and provides their interpretation
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Develop strategic plans
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Prepare institutional budgets and explain all
variances
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Provide educational and training programs for
management, staff, and board of directors
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Provide consulting services for mergers and
acquisition activities
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Provide consulting services for
managing change within the institution
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Contact
us for more information, services & fees. |
