Financial Analysis and Forecasting

Member Relations uses its expertise in credit union finance to help credit unions optimize their financial position. Our expertise includes ratio analysis, budgeting and financial forecasting. We can assist in developing a one-year budget including balance sheet, income and expense statement and variance reports. A comprehensive three to five-year financial forecast is also available. We will create a fully customized financial forecast including individual assumptions pertaining to each of the years included. The financial forecast includes the following reports:

  • Balance sheets including year-to-year comparisons
  • Income and expense statements
  • Key ratio report
  • Spread analysis
  • Forecast parameters