Financial Management

Experienced professionals knowledgeable in financial institution management.

The consulting staff at Forvis Mazars can assist financial institutions with their planning and implementing of a course-of-action to help them improve operations, enhance profitability, and help them successfully navigate the complex compliance issues necessary to satisfy regulatory requirements.

We assist asset liability committees, senior management teams, and Boards in developing strategies to help them improve their earnings, while maintaining acceptable levels of Interest Rate Risk (IRR), liquidity risk, and credit risk. Our monthly Asset/Liability Management (ALM) and quarterly Interest Risk Rate (IRR) reports are designed to be inclusive and to help you satisfy examiner expectations. And, because we’ve worked with so many institutions, our Financial Management team can help you efficiently identify regulatory issues and prepare for safety and soundness exams.

Let us share our Financial Management tools, knowledge, and industry best practices to help you navigate regulatory expectations.


Financial Management Services:

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What Our Clients Say

Our examiners appreciate and are impressed with the reporting that Forvis Mazars provides. Since we began using the firm 12-years ago, there has not been any regulatory issues with our Liquidity and Sensitivity (to IRR) components. The breadth of their client base keeps them informed on regulatory hot topics, which is beneficial to us at exam time.

John Castle

Chairman and Chief Executive Officer, Southern Michigan Bank & Trust, Coldwater, Michigan