Family owned company sought tax effective method to issue dividends. Worked with client to establish a captive that provided select coverages under its existing insurance program, i.e. liability and coverage for its primary insurance program’s loss deductibles. Captive program was designed to generate underwriting and investment gains that were used to fund its dividend program.… Continue reading Indutry: Financial Institutions
Type of Service: Planning & Analysis
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Indutry: Financial Institutions
Industry: Financial Institutions
Type of Service: Planning & Analysis
Worked with a large credit association that incurred a dramatic increase in the purchase of their liability insurance. Developed a risk retention group (RRG) that issued liability insurance policies on a national scale, significantly reducing the regulatory constraints of obtaining individual state licenses. Association was able to significantly reduce the cost of its coverage based… Continue reading Industry: Financial Institutions
Type of Service: Planning & Analysis
Industry: Business Services
Type of Service: Finance Transformation
Project Managed and executed the installation of a cloud-based Enterprise Resource Planning system for a 100+ staff, multi-office professional services firm. Over a three-month period, analyzed and documented existing accounting and billing processes; created integration plan between ERP system and three supplemental (different vendor) modules; designed new accounting processes; migrated 7 years of history; develop… Continue reading Industry: Business Services
Type of Service: Finance Transformation
Case Study – Finance Transformation for Professional Services Firm
Industry: Business Services Type of Service: Finance Transformation Issue Our client, a 100+ professional, multi-office professional services firm was ending its affiliation with an International Firm. As part of the separation, our client was required to migrate off the International Firm’s infrastructure, including their Enterprise Resource Planning (“ERP”) and Billing systems, at a date certain… Continue reading Case Study – Finance Transformation for Professional Services Firm
Case Study – Interim Controller for Year-end Audit Process
Issue The Controller of a $1 billion (in assets) mortgage finance company departed at the beginning of its annual audit process. The audit, however, could not be delayed. The company needed an Interim Controller who could come up to speed quickly, manage the accounting function and lead the year-end audit process. What We Did We… Continue reading Case Study – Interim Controller for Year-end Audit Process