Financial, Risk, and Regulatory Reporting
We analyze your needs to deliver cost-effective, compliant, and flexible reporting for your regulators, management, board, or investors
We’ve delivered large-scale business and technical solutions for complex reporting requirements including stress testing, capital, liquidity, complex trade reporting, and more.
We maximize the value of our work by applying our data governance expertise, rationalizing data marts and implementing mature operating models to support efficient enterprise-wide reporting.
What We Do
- Interpret rules to identify data requirements
- Develop and update documentation
- Analyze how to retrieve and organize report data
- Ensure accurate data is delivered on time
- Self-identify and report any errors
- Build efficient support and oversight practices
- Call reports and FFIEC financial reports
- Liquidity reports, including 2052a
- Calculate NSFR and LCR
- Track quality and provenance of financial statements
- Comply with Basel III Liquidity reporting needs
- Automate and streamline adjustments process and audit trail
- Identify CDEs and build lineage
- Reconcile financial reports and ensure consistency across time and jurisdictions
- Review and/or create KPIs and KRIs
- Tailor reports for audiences (Board, Executives, Line Management)
- Create comprehensive reporting in user-friendly formats (charts, graphs, prior period comparisons, etc.) using your in-house reporting tools
- Ensure consistency with other management and regulatory reports
- CCAR, FRTB, and other stress scenarios
- Deliver CVA calculations
- Manage scenario parameters
- Build out model governance
- Manage adjustments and amendments
- Aggregate risk outputs
- Verify consistency and accuracy of submission
- Quantitative analysis to produce updated CVA and RWA results
- Qualitative review of the risk aggregation pipeline
- Interpret Basel qualitative requirements
- Respond to Basel IV CVA and RWA changes
- Carry out internal model validation
- Support migration to/from standard models
- Respond to operational risk framework changes
- Deliver efficient, timely near-real-time swaps reporting and controls
- Implement CFTC update changes
- Implement EMIR update changes
- Create real-time eligibility and disclosure rules
- Implement reconciliation and amendment logic
- Migrate to ISO 20022
- Support ESMA DQ metrics
- Rationalize data marts and reporting platforms
- Define operating model for reporting pipeline
- Embed and productionize operating model
- Assemble data marts for regulatory use cases such as HMD
- Architect risk and finance aggregation layer
- Manage reporting platforms such as Wolters Kluwer and AxiomSL
Ready to Talk?
We work with you to understand your needs, so we can tailor our approach to your engagement. Learn more when you connect with our team.
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