Banking and Insurance Consulting

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
  • Multi annual 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

Jean-Christophe Lemière

Partner, Managing Director

Robert Filser



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