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:

• Asset/Liability Management (ALM) and Interest Rate Risk (IRR) Management
  • Budgeting
  • Deposit Decay & Beta Analysis
  • Independent IRR & Liquidity Reviews
  • Liquidity Risk and Stress Testing
  • Loan Prepayment Analysis
  • Monthly ALM reporting
  • Quarterly IRR reporting
• Third Party Reviews
  • Interest Rate Risk Management (IRR)
  • Liquidity Risk Management
• Profitability Analysis
  • Customer
  • Branch
  • Officer
  • Product
  • Line of Business
• CECL AdvisorPRO^®
  • Loan Data Extracts
  • Storing Data
  • Computer Programming