Case Studies

Comprehensive Compliance Review

Issue Our client is a renewable generation developer, owner, and operator in North American energy markets whose rapid growth into new markets has resulted in a multi-threaded compliance reporting landscape. After the winter storm in 2021and several related regulatory inquiries, our client asked us to perform a review of their three distinct business line compliance […]
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Analytical System Pilot Study

Issue Our client was considering the deployment of a portfolio risk analytics system throughout its global organization, but first wanted to prove the software’s applicability to the client’s unique set of challenges. The software needed to do the following: organize and store information obtained from multiple sources and in various formats; calculate and report exposures […]
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Cash Month P&L Variance Reduction - Forecast to Actual

Issue Our client’s daily intra-month P&L report had significant variances when compared against the month end actual P&L results. These variances contributed to loss of confidence and trust between the corporate executives and the front and back office. Our objective was to reduce variation and re-establish confidence in the process, thus increasing executive trust in […]
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