Profit Planner Budgeting, Board Reporting, and Financial Analysis
Although every financial institution may have a different interpretation of Profit Planning, one underlying objective is clear: to maximize earnings. Financial institutions must be prepared to meet increasing risks by being better equipped to monitor and react to external forces that impact earnings. Increased competition, uncertainty in interest rates and the regulatory environment all impact profits. It is important to know what and where your costs are and where you are going before you can make truly informed decisions regarding profit planning. The Profit Planner
The Profit Planner is a financial management information tool developed by bankers for bankers. The reporting capabilities allow you to see the performance of your bank in an informative manner. It is a coordinated financial analysis tool providing comparisons to historical marks. It is more than just a management information reporting tool; it is a planning tool. It will assist you in creating profit plans by analyzing the historical performance of your institution. During the year it will assist you in evaluating your profit plan and allow you to modify and create new plans as a result of actual, current year results. Features
The following are just a few of the features you will receive with the Profit Planner: Store 60 months of Balance Sheet, Income Statement, Key Ratio, Interest Margin Report, and Statistical Data Flexible report writer gives you the ability to format your own style of reports with historical and budget comparison Automatic budget projections and financial plans based upon historical performance Computer generated profit analysis identifying key areas of performance enhancement 999 User-definable key ratios Full user-defined graphics Windows® based Customer support and training by experienced professionals
Available Reports
A variety of user defined reports identifying historical and future performance in the following areas: - Statement of Condition
- Statement of Income
- Statement of Interest Margin
- Key Ratio Report
- Price/Volume Report (Margin Analysis)
- Funds Flow Report
- Annual Budget w/Comparisons ($ and %)
- Report Writer (Design your own!)
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