American Planning | Community Bank Financial Consulting

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Outsourced CFO Services

Through a combination of our monthly, quarterly, annual and on-demand financial consulting services, American Planning Corporation can fill many of the high-level functions of an internal CFO, allowing your bank to focus more of its limited personnel resources on those functions that directly touch your customers. For banks with a CFO, we work side by side with him or her to identify tasks that are best suited to outsourcing, allowing for more efficient use of the limited hours in his or her workday.

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  • Outsourced
    CFO
  • Annual
    Financial
    Plan
    Preparation
  • Management
    & Board
    Financial
    Reporting
  • Liquidity Risk Management
  • Interest Rate
    Risk
    Management
  • Comparative
    Risk Analyses
  • Long-Range Financial Projections
  • IRR Model Validation & Backtesting
  • Liquidity Risk
    Process
    Validation

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