Banking and Insurance Consulting
Primexis offers its “Banking and Insurance” clients a dedicated team of specialists, able to respond to all of the finance department needs.
Operational consulting and transformation projects
Support with transformation projects or internal and regulatory change:
- Regulatory impact implementation
- Internal-process optimization
- Report preparation
Transformation of the Finance functions :
- IS developments – changes to tools
- Project Management Assistance (specifications, impacts, acceptance etc.)
- Organizational changes
- Intervention on all project phases: from feasibility study to launch support
Management control and Data management
Management control expertise
- Reports / Dashboard preparation and analysis
- Budget preparation and forecasting
- Business case / project budget monitoring
- Multiannual modeling
Operational Management
- Implementation of dashboards
- Operational budget monitoring
- Expense analysis / optimization of costs bases
Financial management and sector-expertise support
- Assistance in implementing multidimensional databases in a multi-source environment
- Assistance in implementing modeling tools

Operational assistance and accounting controls
- Financial statements preparation
- Implementation of a reconciliations accounting/management framework
- Production of tax forms, tax returns, notes and the management report
- Second-level controls
- Accounting for market transactions (securities, derivatives, currencies etc.)
- Risks, internal control and compliance (procedures, risk-mapping, risk monitoring etc.)

Report-preparation assistance
Regulatory reports:
- Preparation of SURFI and FINREP statements
- Second-level controls
Consolidation reporting :
- Preparation of the consolidated financial statements
- Preparation of various reports intended for management

“The department was created ten years ago to offer our clients a team dedicated to supporting the accounting and finance teams of banks and insurance companies”
Sector support