Turnkey Services

CFO Analyst has developed sophisticated and focused analysis reports based upon a combination of bank call, UBPR, and industry data. These reports can be run for your bank for a nominal fee or incorporated into a larger project, e.g. CECL implementation. The following reports can be run stand-alone for $150 each and are as follows:

  • Bank Performance Report - A 16+ page report with eight (8) sections that covers five (5) and three (3) year periods of time documenting a bank’s performance and key risk metrics. Sections including operating results, yields and cost of funds rates %, bank effectiveness and efficiency, asset and liability composition, liquidity measures, basic GAP analysis, and Capital Analysis. A great tool to kick off budgeting and projection work or other financial reporting type project.

  • Bank 10+ Year Loan Loss History - an 18-page historical loan loss report, showing your bank’s net credit loss experience by type of loan over the last ten (10) years for most types. The report shows your bank’s peer group experience here too. Community banks should be getting prepared for the new CECL accounting rules now, this report can be included with our CECL project training, a 90 minute webinar.

Our turn-around time to get these reports generated and delivered to you in a secured PDF format is 2 to 3 business days. Reports can be delivered via standard email or thru secured access via CFOAnalyst.com.