Meridian Crest Advisory LLC
Capabilities

Governance, oversight, and risk capabilities for boards and executive teams.

Meridian Crest Advisory partners with boards, audit committees, and executives through independent advisory, oversight reviews, and focused governance and risk support.

Capabilities

Delivered as board and committee advisory, independent reviews, executive briefings, or focused engagements.

Board & Committee Advisory

  • Board and audit committee advisory and effectiveness reviews
  • Governance framework design and assessment
  • Risk and assurance reporting to the board
  • Director education and onboarding support
  • Independent advisor to boards and committees

Governance & Oversight

  • Governance reviews and improvement roadmaps
  • Policy, charter, and operating model development
  • Accountability and oversight structures
  • Facilitated workshops and leadership briefings

Risk Management & Oversight

  • Enterprise risk management frameworks
  • Risk assessments and risk registers
  • Risk appetite and tolerance development
  • Risk reporting, KRIs, and escalation thresholds

Internal Audit & Assurance

  • Internal audit planning and methodology
  • Quality assessment readiness and improvement support
  • Audit committee reporting and governance alignment
  • Independence and work program quality support

Technology & Digital Risk

  • Technology governance and risk assessments
  • Cybersecurity governance advisory
  • Business continuity and resilience reviews
  • System implementation oversight and controls advisory

Finance & Accounting

  • Internal control and financial governance reviews
  • Budget monitoring and accountability processes
  • Grant and funding oversight advisory
  • Policy and procedure development

Data Analytics & Business Intelligence

  • Analytics strategy and reporting governance
  • Management dashboards and KPI design
  • Data quality, lineage, and governance support
  • Finance and audit analytics
  • Reporting tool selection and implementation oversight

Mergers & Acquisitions Advisory

  • Pre-transaction governance and risk reviews
  • Due diligence support across operational, financial, and technology areas
  • Integration planning and post-merger advisory
  • Carve-out and divestiture support
  • Transaction risk and controls assessment

AML & Financial Crime

  • AML and CTF program reviews and advisory
  • Sanctions and KYC framework assessment
  • Fraud risk advisory and investigations support
  • Regulator engagement and remediation oversight
  • Training and awareness program design