PEOPLE

Interim CFO & CEO Assignments

Succession Planning & Management Assessment

Compensation & Incentive Plan Development

CFO Mentoring & Development Plans


FINANCE

M&A Readiness / Due Diligence Support

Financial Reporting, Planning & Analysis

Profitability Analysis (Branch/Customer/Product)

Loan & Deposit Pricing Review

Asset/Liability (ALCO) Support

Capital Planning

Detailed Forecasting & Budget Support

Contingency Funding Plan

Current Expected Credit Loss (CECL) Support

Key Performance Indicators (KPI)

Streamlined Board Reporting and Governance


SYSTEMS

Core Processing Contract Renewal Evaluation

Vendor Management & Analysis

Financial Closing Process Acceleration