10 questions before your next institutional financial review
A practical starting point for finance teams, consultants and institutional funders. Choose one current review and identify the information gaps and next useful action.
Start with the evidence behind the conclusion.
- 01
Are the financial inputs complete, reconciled and owned by a named reviewer?
- 02
Are actuals and budget based on consistent definitions and periods?
- 03
Which analytical adjustments are needed, and are their assumptions documented?
- 04
For lending activities, does portfolio-at-risk reflect outstanding exposure rather than overdue instalments alone?
- 05
Is provisioning interpreted in relation to portfolio quality and applicable policy?
- 06
Can sustainability and profitability be explained after relevant adjustments?
- 07
Do liquidity and funding assumptions support the planned activities?
- 08
Does each internal assessment conclusion show its evidence and judgement?
- 09
Do scenarios identify the assumptions that would change the decision?
- 10
Do the recommendations have an owner, a next action and a review date?
Turn one question into a next action.
- Decision to make
- Information missing
- Reviewer
- Next action
- Review date
This checklist supports a review conversation. It is not a licensed credit rating, an EFQM assessment or professional advice tailored to an institution. Lending indicators apply only where relevant.
See how these questions fit into your workflow.
Use a 30-minute MiyarLens walkthrough to discuss reviewed financial inputs, analytical adjustments, internal assessment and reporting. Your existing product-interest selections remain available on the demo page.
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