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Consulting Services > Compliance, Financial & Operational Management |
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Compliance, Financial & Operational Management
Plexus Consulting Group...
Helps associations, non-profit organizations, businesses, and government entities develop effective systems of financial management as a stepping stone to establishing sound business operations. Once the necessary core financial management systems are in place, our seasoned professionals will work with you to make significant progress on implementing your operational goals.
Financial Management Analysis
Our consultation and reviews begin with a thorough understanding of your organization. From there, we will evaluate and provide means of reforming all necessary functions, including:
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Cash flow analysis
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Financial ratio analysis
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Revenue and expense budgeting and forecasting processes
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Banking and investment arrangements
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Receivables, payables, and inventory controls
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Risk management analysis
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Operational Management Development
Plexus is prepared to work with you on the plethora of opportunities and concerns that our financial analysis may expose, including:
- Strategic planning implementation and monitoring
- Board and staff development
- Technological efficiencies
- Expense management controls
- Corporate policy and procedure reform
- External industrial standard compliance
Unique Advantages to Operational Reform Built on Sound Financial Analysis
Sound financial analysis will provide a concrete background for the often-nebulous development and implementation of efficient and effective operational plans. Plexus' financial and operational management services will help you to develop and implement tailor-made planning and management practices that will enable your organization to:
- Build a foundation of excellence in all of your operational management practices.
- Optimize your allocation of resources in implementing and measuring the progress of your strategic plans.
- Clearly communicate your goals to your board members, employees, and the general public, so that they gain confidence in your organization and solidify their commitment.
- Devise practical processes to measure how well you are meeting your customers' and constituents' true values and expectations.
Broker-Dealer and Hedge Fund Compliance Consulting
Plexus Consulting Group:
- Advises broker-dealers and hedge funds with respect to compliance and advocates their positions before regulatory agencies and SRO’s.
- Works closely with the Public Management Corporation and International Association of Small Broker-Dealers and Advisers to provide advocacy, advice and research to the international small financial services and issuer community
- Provides temporary or part-time compliance assistance to BD’s and hedge funds that cannot afford full-time staff.
- Special expertise in short sales, married puts, REG.M, stock loan, prime brokers, international, derivatives, compliance procedures, BD employment issues, supervision, registration and qualifications, business continuity, long distance supervision, securities futures, institutional sales and trading, hot issues, research.
- Provides expert testimony in all the above referenced areas.
[Click Here for Additional Information on our Services] |
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