1. STRATEGIC PLANNING
ASSET / LIABILITY MANAGEMENT
INFORMATION TECHNOLOGY
CREDIT REPORTING
PERFORMANCE MANAGEMENT
AML / COMPLIANCE
FINANCE / CONTRACT
Competitive Analysis / Market Research
ALCO Reporting Packages
Business Analysis
ALLL Methodology
KPIs and Metrics
Risk Methodology
Financial Analysis
Peer Analysis ‐ UBPR, Custom UBPR, SNL Templates
Summary Reports
Datamarts
ALLL Adequacy
Dashboards
Customer Risk Profiles
Business Analysis
SWOT analysis
ALCO & Investment Policies
Business Intelligence Reporting
Historical & Economic Loss Analysis
Incentive Performance Scorecards
AML Rule Testing
Budgeting
Key Objective & Goal Setting workshops
Prepayment Analysis
ALERT FILE validation and preparation
Economic Factor Support
COGNOS / ORACLE (Hyperion) / Business Objects implementations
Validation
Project Management
Acquisition / Branch Profitability Analysis
Policy Limits
Data mining / analytics
Rating Migration
Customer & Relationship Reporting
HMDA reporting
Ad Hoc Projects
Branch / Deposit Mkt Share
Sensitivity Analysis
Data Extraction / Normalization / Aggregation
ASC 310 (FAS 5 ) and ASC 450 (FAS 114) Methodologies
Loan Pricing Models
Call Report FFIEC 041
5 Year Business Plans
Stress Testing
Project Management
Migration Testing
Performance Benchmarking
Country Exposure Reports ‐ FFIEC 009
Excel Based Budget Models
Data Validation/ Testing (Backtesting)
Report and Process Automation
Loan Reporting
Staffing Models
Treasury TIC Reporting
Budget /Actual Reports
Post Implementation Refinements
System & Process Design
Loan Concentration
Incentive Plan Design, Management and Reporting
Access Databases and Excel Reports
Board Financial Packages
Deposit Studies ‐ (Decay rates and Pricing Betas)
Data Scrubs / Mail Merges
Loan Segmentation and Stratification
Rate / Volume Reports
GL Setup and Design
Model validation
MS Office Training
Model Validation
Documentation
Documentation
Business Productivity Solutions, Inc. Summary of Service Offerings
2/12/2014 Phone ‐ 786‐457‐0871 Address: 3401 N Country Club Dr. #408, Aventura, FL 33180 gpuritz@bpsusa.net