Financial Services Industry

Contact Our Experts

Driving Strategic Improvements For Growth-Minded Financial Institutions

Operating efficiently, staying compliant in times of increased regulatory pressure, working with outdated legacy infrastructure and processes, and combating cyber threats — these are just a few of the ever-changing demands and challenges impacting your organization. Our financial services industry professionals have the experience and knowledge to help you overcome industry challenges, mitigate risk, and provide you with the guidance and expertise you need.

From accounting support to business advisory, we’re here to help financial services companies navigate any stage of the business lifecycle. We’re your go-to partner for finding personalized financial services industry solutions to move you forward.

Who We Serve

Our financial services accounting and advisory professionals support companies of all sizes, both public and private, including:

  • Banks
  • Credit Unions
  • Business Development Companies (BDCs)
  • Specialty Finance Companies
  • Mortgage Companies

Meet Our Financial Services Leadership

Centri’s team of experts is ready to help you navigate the multifaceted challenges of the financial services industry. You can learn more about our practice leader on the One Team page.

Brian Kaiser

Managing Director

Financial Services Practice Leader

Our Financial Services Sector Solutions

When working with an advisory consultant for the financial services industry, what kind of support you get is one piece of the puzzle. Who you work with is also just as important.

When you work with Centri, you get the benefit of one firm with many experts. We specialize in a range of accounting and advisory services, giving you access to multi-faceted support all through one partner. Here are some of the ways we help businesses in the financial services industry:

  • SEC Financial Reporting & Compliance for both public and private institutions, to meet your quarterly or annual filings to comply with your specific reporting requirements. 
  • Accounting and audit support to assist your accounting and finance teams in your day-to-day operations and month-end close or support your team through its annual audit process. Including regulatory remediation support service from regulator exam findings.
  • Technical Accounting matters including CECL memos and Allowance for Credit Loss policies and procedures, including implementation and ongoing post-implementation refinement support.
  • Risk Advisory Services including internal audit co-sourcing or outsourcing. 
  • IT Risk & Cybersecurity to support your data governance and protect your people, systems, and business
  • Accounting Transformation to enhance or eliminate inefficient, manual, or outdated processes and transform legacy infrastructure, including implementation of account reconciliation and month-end close support tools. 
  • M&A Advisory to support your institution through all phases of the M&A lifecycle.
  • ESG Advisory to help develop and implement your organization’s strategy and adapt to increasing ESG compliance requirements. 

Explore How We Support Financial Service Companies

Our team can support businesses in all stages of their life cycle, from start-ups to fully mature businesses. Here’s a sampling of some of the ways we can help.

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