|
Project
Experience to Ensure Your Bank's Success
Following are examples of
successful projects we have completed for various
financial institutions. |
Strategic Planning
Projects
|
Company Size
|
Project Description
|
|
$7.0 Billion |
GNA served as interim
financial manager to identify, guide, and support
strategic initiatives designed to improve efficiency and
profitability. The company improved run rate income by
20% or $16 million in 6 months. |
|
$4.5 Billion |
Developed a strategic
planning process that leveraged action plans to achieve
balance between vision and annual priorities that served
as a basis for a communication tool targeted at
shareholders, market analysts, and employees;
implemented a resource allocation and capital investment
process that resulted in cost avoidance, expense
savings, and allocation of resources toward growth
markets. |
|
$4.5 Billion |
Focused executive
management toward primary strategic initiatives through
the facilitation of 14 executive level and 3 employee
level task forces in a 2 month period. Each initiative
was prioritized and defined by an action plan with
resource requirements and timelines. |
Financial Management and Process Improvement Projects
|
Company Size
|
Project Description
|
|
$7.0
Billion |
Interim
manager of finance function to rebuild finance team and
target reporting and analysis to support profit
improvement initiative along with supporting 5 regional
presidents and over 20 bank presidents. |
|
$2.0
Billion |
Provided financial division assessment identifying
immediate, short term, and long term recommendations for
the division’s organizational structure, processes, and
systems. |
|
$3.5
Billion |
Designed concise package of 2008-9
executive and
management level reports, guided technical support, and
identified implementation steps. Provided assessment and
process improvement guide for management reporting,
planning and forecasting. |
|
$3.5
Billion |
Evaluated 45 IT initiatives in a 2 week period, leading
IT, retail, and marketing teams to consensus on
significant value added projects. Eliminated 22
unnecessary projects, saving $500,000 annually. |
|
Project Management |
|
Company Size |
Project Description |
|
$250
Million |
GNA served
as project manager to transfer all banking operations
from the holding company headquarters to the newly
formed independent bank in another city. The project
included facilities, hiring, systems, and operational
procedures over a 120 day period, 2 months ahead of
schedule. |
|
$115
Million |
GNA
conducted a project start-up assessment in a 3 day
engagement to scope a systems conversion, legal
consolidation, and operations centralization. GNA
provided CEO counsel, team building, project management
tools, and a first draft 250 task action plan with key
milestones. |
|
$2.5
Billion |
GNA is
project manager guiding improvements to the financial
division’s organization structure, people, process, and
systems. |
|
$80
Billion |
Completed a corporate level project to align,
consolidate, and convert management reporting systems
for two merging companies. The six month project
involved 800 high level tasks and 15 senior level
managers. |
|
Projects
Completed with a Strategic Partner, Cornerstone
Advisors, Inc.* |
|
Company Size |
Project Description |
|
$25 Billion |
Designed and facilitated strategic planning effort that
identified long term direction for all business lines
and operational units with documented and measurable
goals and initiatives. |
|
$2.5 Billion |
Performed an assessment of the Accounting/Finance
Division providing actionable recommendations in
processes, systems, and organization structure. GNA is
currently serving as project manager for the
implementation. |
|
$600 Million |
Completed Cornerstone Advisors’ benchmark survey
providing comparison to detailed best practice
benchmarks for all functions of the company and
highlighting recommended actions for process
improvement. |
|
$500 Million |
Completed Cornerstone Advisors’ benchmark survey
providing comparison to detailed best practice
benchmarks for all functions of the company and
highlighting recommended actions for process
improvement. |
|
*Cornerstone Advisors
provides best practices, strategy, technology and
process improvement consulting services to financial
institutions nationwide. |
|
Call Us Today at 877.616.4385 to Discuss Your Financial
Institution’s Upcoming Projects. |
