Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

Finance services

 

 

Transforming the finance function to build resilience

The rapid pace of innovation and regulatory reforms is creating significant opportunities for financial institutions to optimise their financial processes and systems to drive efficiency and competitiveness.

Financial institutions are also seeking to streamline and rationalise their financial controls and reporting processes to mitigate risks and manage change. Our unique blend of technical and functional expertise, aided by a comprehensive suite of services, helps financial institutions enhance finance control frameworks, ensuring accuracy, transparency and compliance.

We empower financial institutions to modernise and enhance their legacy technology systems and simplify and rationalise their financial management and reporting processes.

By partnering with us, financial institutions can transform their technology infrastructure and build next-generation financial architectures, driving efficiencies, reducing costs, and ultimately achieving business growth and increased profitability.

 

 

 

Our services

 

 

  • Daily P&L reporting - produce, validate and substantiate profit and loss reports, ensuring alignment with trading and risk systems
  • Variance analysis – identify and resolve breaks between risk, finance and trading, including positions, pricing and risk sensitivities
  • Align P&L with trading desk performance for accurate profitability tracking
  • Valuation control - adjust reserves and valuation, and perform fair-value levelling
  • Build robust IPV processes for vanilla and complex products, integrating automated pricing tools and third-party data sources

  • Build effective cash flow forecasting and liquidity management frameworks
  • Enhance compliance with regulatory liquidity metrics, such as LCR and NSFR
  • Support in crafting optimal funding and investment strategies to ensure sustainable growth
  • Analyse and address risks that impact financial stability, including FX, interest rate and credit risks

  • Assess and improve the structure of assets, liabilities and capital for better financial performance
  • Design liquidity strategies to maintain stability and enhance operational efficiency
  • Identify opportunities to maximise RoE and streamline RWAs
  • Classify and adhere to accounting standards such as GAAP and IFRS
  • Support hedge accounting processes to optimise risk and financial performance

  • Accounting and regulatory reporting – prepare, review and validate essential regulatory filings tailored to jurisdictions, and develop financial reports in accordance with IFRS, US GAAP and regulatory requirements
  • Conduct comprehensive reviews for ICAAP, CCAR and other stress-testing requirements
  • Assist in incident and financial reporting, and over-hedging/ approximations reporting
  • Generate P&L reports for  daily, weekly and monthly incident reporting and incorrect position(s) reporting

  • Automate, standardise and centralise the risk factors across asset classes and the cross-LOB P&L and product control activities
  • Strengthen governance and control frameworks to meet regulatory and audit requirements
  • Enhance month-end and year-end financial close processes for efficiency

  • Implement innovative data analytics tools to support informed financial decisions
  • Automate repetitive finance tasks, such as reporting and reconciliations, to save time and minimise errors
  • Establish centralised data systems for improved reporting and operational clarity
  • Standardise sub-ledger
  • Automate P&L workflow

 

 

 

 

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