Integration & Reporting Advisory

Enhancing Lender Confidence Through Seamless Integration and Transparent Reporting

For lenders, receiving timely, accurate, and consistent financial reporting from borrowers is paramount to effective monitoring and risk management. However, disparate systems, manual processes, and recent transaction activity can often lead to challenges in data integrity and reporting efficiency. Opportune's Integration and Reporting services, as part of our Lender Advisory Capability, help lenders gain confidence in the financial information they receive by addressing these critical areas within a borrower's organization.

We understand that messy data and inefficient reporting processes can obscure the true financial picture and increase a lender's risk. Our team specializes in helping companies streamline their systems and processes to ensure that financial reporting is accurate, reliable, and transparent, ultimately benefiting both the borrower and the lender.

How Opportune Supports Lenders by Improving Borrower Integration and Reporting

Opportune's Integration and Reporting services provide lenders with valuable insights into a borrower's financial infrastructure and help borrowers establish practices that lead to more reliable financial reporting. We work to enhance the flow of financial data and the efficiency of reporting processes that directly impact the information lenders receive.

Our Integration and Reporting Services Relevant to Lenders Include:

• Assessment of Financial Reporting Processes: Reviewing a borrower's existing financial reporting workflows, controls, and procedures to identify inefficiencies and potential weaknesses that could impact data accuracy and timeliness.
• System Integration Review: Evaluating how a borrower's various financial and operational systems are integrated and how data flows between them to support accurate financial reporting. This is especially critical following mergers, acquisitions, or system implementations.
• Data Integrity Assessment: Analyzing the quality and reliability of the underlying financial data that feeds into a borrower's financial reporting.
• Enhancing Reporting to Lenders: Working with borrowers to improve the format, content, and timeliness of the financial reporting packages provided to lenders, ensuring they meet covenant requirements and provide clear insights.
• Post-Transaction Reporting Support: Assisting borrowers with the complexities of Integration and Reporting following a transaction, ensuring a smooth transition and consistent reporting to lenders.
• Identifying Opportunities for Process Automation: Recommending ways borrowers can leverage technology to automate manual tasks in their Integration and Reporting processes, leading to increased efficiency and reduced errors.
• Carve-out Financials and Reporting: Supporting the creation and reporting of carve-out financial statements in complex situations, providing lenders with a clear view of specific business units or asset groups.

Driving Lender Confidence Through Improved Borrower Integration and Financial Reporting

By focusing on improving a borrower's Integration and Reporting capabilities, Opportune helps create an environment of greater transparency and trust, benefiting both the borrower and their lenders. We help ensure that the financial reporting to management within the borrower's organization is robust, which in turn leads to better reporting externally.

Benefits for Lenders:

• Increased Data Reliability: Gain greater confidence in the accuracy of the financial information received from borrowers.
• Improved Reporting Timeliness: Receive financial reports promptly, enabling more effective monitoring.
• Enhanced Transparency: Obtain a clearer and more consistent view of a borrower's financial performance.
• Reduced Reporting Risk: Mitigate risks associated with inaccurate or delayed financial data.
• Streamlined Monitoring: Facilitate easier and more effective monitoring of loan covenants and borrower health.