PEOPLE

Interim/Part-Time Chief Financial Officer (CFO) Engagements

CFO/Controller Mentoring & Development Plans

Succession Planning & Management Assessment

Retention & Incentive Plan Development

FINANCE

M&A Capacity & Due Diligence Support

Asset/Liability (ALCO) Support

Key Performance Indicators (KPI) / Executive Dashboard

Profitability Analysis (Branch/Customer/Product)

Mortgage Profitability Analysis

De Novo Bank / Branching & Growth Strategy

Financial Reporting, Planning & Analysis

Capital Planning & Investment Analysis

Detailed Forecasting & Budget Support

Contingency Funding Plan

Loan & Deposit Pricing Review

CECL Support (Current Expected Credit Loss)

Streamlined Board Reporting and Governance

SYSTEMS

Core Processing Contract Renewal Evaluation

Vendor Management & Analysis

Financial Closing Process Acceleration