FINANCIAL SERVICES
Enhancing Compliance and Reporting for a Financial Services Company
Client challenge: Meeting strict regulatory reporting deadlines was becoming a risk due to staff turnover.
Senior-Led Managed Finance
"OFP acted as a senior-led managed finance partner in this engagement."
Challenge
Meeting strict regulatory reporting deadlines was becoming a risk due to staff turnover. The firm needed reliability and a higher standard of compliance documentation than their generalist staff could provide.
OFP Role & Responsibility
What OFP Did
Established a dedicated compliance pod to handle all regulatory filings and client account reporting. Provided CPA oversight on all outputs.
What Client Kept
Focused on client relationship management and investment strategy.
Outcome
Achieved full compliance reliability and improved reporting efficiency by 50%. The firm eliminated the risk of missed deadlines associated with staff turnover.
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