Financial Modeling and Reporting

With the ever increasing monthly DICO reporting requirements and the need for timely and accurate financial reporting to the audit committee and board, CEO’s and financial managers find more of their time being spent on financial reporting.  We have vast experience in assisting credit unions improve their efficiency in this area through the creation of templates that electronically draw data from the credit union’s banking system.  We have assisted credit unions in the creation of monthly reporting templates, annual budgeting templates, GAP analysis templates, investment report templates, loan fair value templates, IFRS general allowance templates, mortgage securitization templates, member deposit fair value templates, etc.  As well, we are very adept at data manipulation and capturing data from the banking system to create exception reports tailored to the credit union’s needs.


Contact Us to discuss how we can serve your credit union today.

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