Consulting Services
Operational Reviews / Best Practices and GAP Analysis
RMG Financial has significant experience in credit risk management and we offer a first-hand understanding of industry standards and practices. We provide objective third party evaluations of company policies, procedures, systems and documentation. We have helped many of our clients establish or reassess their policies and procedures.
Compliance Reviews
RMG Financial can perform a compliance review of your policies and operations at roughly half of what it would cost you to use a larger firm. Our staff includes CPA's and we bring expertise from both within the industry and from major consulting firms.
Credit Policy Development and Implementation
RMG Financial has helped many of our clients to develop or re-examine their credit policies in relation to their changing operational environments. All policies should be re-examined from time to time. Let us deliver our industry experience to help you to develop and implement up-to-date policies at half the cost of your external auditors or the major consulting firms.
Outsourcing
Some of our clients have found it advantageous and cost effective to outsource some or all of their credit function. For these clients, RMG Financial provides professional credit risk management tailored to each client's specific needs. We can provide professional staffing to develop and maintain credit reporting, collateral management, evaluations of structured products, and contract negotiation support. We maintain a strong connection to the energy industry's credit community. Let RMG Financial help your company manage its credit and contract issues.
Research and Project Support
RMG Financial provides other financial research in response to specific client requests such as vendor or project evaluation. Whatever your project, we can tailor a solution to fit your situation.
Educational Seminars
Whether you have new staff or seasoned credit professionals, RMG Financial will tailor an educational seminar for your specific needs, covering financial statement review and analysis, creditworthiness evaluation, credit exposure mitigation, contract issues and other topics relating to credit risk management and financial analysis. Our financial analysis seminars include case studies and highlight footnote analysis, and what to look for in evaluating the creditworthiness of the various types of companies that transact in the wholesale energy markets.
Contract Negotiation Support
RMG Financial has significant experience in helping clients negotiate the credit terms for their ISDA, EEI, WSPP, and NAESB contracts, netting agreements, margining agreements, guarantees, letters of credit, and other documents. We offer a full complement of credit support to your company's credit and legal departments to support negotiations of credit terms.
Treasury / Budgeting / Forecasting / Ratings
RMG Financial has many years of experience in treasury operations and obtaining rating agency ratings. Our staff has direct industry experience as CFO, Treasurer and Assistant Treasurer of publicly traded utilities and energy trading.
Systems Evaluation / RFP Support
RMG Financial can assist in evaluating your system requirements, help to draft RFP's, and evaluate vendor responses and products.
Systems Installations and Conversions
The implementation of a new credit system can be extraordinarily time consuming for your company's management and staff. RMG Financial can help you to install or convert to a new credit system. Many credit reporting and evaluation systems are currently available, each with their own strengths and drawbacks. RMG Financial Consulting has reviewed and implemented credit systems for our clients, and we are ready to work with you to bring your credit systems online.
Please contact us to see how RMG Financial Consulting can be of service to your credit department.