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Banking

Build trust, stay compliant, and keep your stakeholders smiling. We know banking.

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Banking solutions

Embark provides a wide range of services for the Banking industry, including:

Financial Reporting & Advisory
Complex Transaction Analysis & Advisory
Financial Reporting
Financial Audit Support & Readiness
Process Optimization
Clean Up
Finance & Operations Team Continuity
Outsourced Financial Reporting
Valuation
Internal Audit and Controls
Finance Transformation
Analytics & Automation
Data Analytics & Automation
Automation
Data Visualization
Advanced Analytics
Data Infrastructure
Office of the CFO Services
CFO Services (interim/fractional CFO service, capital raising)
FP&A
Treasury
Finance Transformation
Outsourcing & Team Continuity
Finance & Operations Team Continuity
FP&A Team Continuity
Interim CFO Services
Fractional CFO Services
Outsourced Financial Reporting
Outsourced FP&A
M&A Activity
Pre-Transaction Diligence 
Acquisition Execution
Post-Transaction Support
Optimization and Growth
Exit: Sale, IPO, Divestiture
Valuation
Business Combinations / Purchase Price Allocation
Goodwill & Long-Lived Asset Impairment
Private Equity Portfolio Valuation
Fair Value Measurements
Bankruptcy Reporting
Financial Securities & Compensation
Tax Valuation
Economic Modeling
Digital Transformation
Technology Enablement
Project & Change Management
Data Analytics & Automation
Project & Change Management
Project/Program Management
Governance Planning and Design
Stakeholder and Change Impact Analysis
Organizational Readiness
Training Design, Development, Delivery
Knowledge Management
Strategic Planning and Roadmapping
Human Capital Transformation
Strategic Planning and Roadmap Development
Operating Model Optimization
Technology Enablement
Transactions Strategy & Support
PMO & Change Management 
Data Analytics & Automation
Finance, IT & Operations Alignment
HR System Implementation and Ongoing Support
ESG & Sustainability
Reporting Readiness & Gap Assessment
CSRD/ESRS
SEC Climate-Related Disclosures
Double Materiality Assessment
Green House Gas (GHG) Reporting & Compliance
Emissions Reporting 
Report & Disclosures Preparation
Process Design, Documentation, & Optimization
Data Collection, Mapping, & Analysis
Technology Enablement and Implementation
Project & Change Management
Capital Markets
IPO Readiness Support
IPO/SPAC Lifecycle Support
SEC Reporting and Filings
Acquisition Reporting & Advisory
Carve-out Financial Statement Support
SOX Readiness
Complex Transaction Analysis & Advisory
Financial Audit Support & Readiness
System Integration / Global Consolidation
Process Improvement
Finance & Reporting Team Continuity

Be the bank of tomorrow, today. Industry leaders who actually understand what you do.

From regulations to revenue streams, we get banking.

The banking world is complex. Our deep industry experience means we anticipate challenges and deliver solutions faster.

Protection from risk and surprises

IT security gaps, regulatory hurdles, complex transaction analysis & advisory, and more—we help identify and address potential problems before they become reputation threats.

Make your numbers work harder to maximize ROI and uncover new opportunities

Your data and reporting are keys to smart, sustained growth. We'll uncover hidden insights and optimize your financial strategies to drive that growth.

Streamline workflows for seamless service and happy stakeholders

Efficiency equals better performance and customer experiences. We'll optimize your processes for faster, frictionless operations.

Tools to streamline your operations

The right technology can move mountains. We'll identify, implement, and harness the ideal tools to boost efficiency and improve the customer experience.

Client satisfaction that speaks for itself

Our client satisfaction scores are more than 70% higher than the industry average — here’s why:

Let's team up
Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Jim Buckley, Madrigal Pharmaceuticals, Inc.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Carter Bailey, Alliance Residential Company, LLC.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
Gerald Mwangi, Century Mechanical Holdings
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Kyle Kirk, RK Supply
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Madison Trevino, Presidio Petroleum
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
Yvette Yanzalone, Plastics Management LLC
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
Amanda Heavner, INSURICA
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
OJ Vallejo, Mitratech Holdings, Inc.

Banking Resources

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  • Reporting
  • Financial Accounting
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Energy Energy Energy Energy Energy
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Reporting 21 Oct 2024
A No-Fear Guide to Your Upcoming Financial Statement Audit
Our no-fear guide provides essential tips and best practices to help you prepare for and succeed in your financial statement audit.
42 embark_Reduce financial reporting risk by identifying the sources_v1-05
Financial Accounting 24 Jul 2019
Reduce Financial Reporting Risk by Identifying the Sources
A look at the most common sources of financial reporting risk, why slow or inaccurate reporting is so harmful, and insights on improving the reporting function.
40_embark_Accounting impacts of the Coronavirus_v1-05
Financial Accounting 16 Jan 2024
The Right Audit Support Partner Makes All the Difference
A look at the many ways the right audit support partner transforms a financial audit into a critical source of strategy, insight, and growth for a company.
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Have questions? Looking for answers?

Let us know what’s on your mind and we’ll get back to you in no time. Remember, the more you tell us, the better we can help, so don’t be shy—we don’t bite.
Text with a real person

Every Embark solution starts with a conversation. An experienced consultant is ready to text. Really.