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Bank way 2015 YearEnd Overview and Processing Guide www.fisglobal.com Original Publication 10/16/15 Revised 01/05/16 This document is protected as a trade secret and under the copyright laws as the

How to fill out 2015 year-end overview and

1. To fill out the 2015 year-end overview, start by gathering all relevant financial documents such as income statements, balance sheets, and cash flow statements for the entire year.
2. Review each financial statement and make sure all information is accurate and up-to-date. Look for any discrepancies or errors that need to be corrected.
3. Use the financial statements to analyze the company's performance for the year. Look for trends, patterns, and areas of improvement. This will help you identify the key highlights and challenges faced during the year.
4. Summarize the financial performance in a concise and clear manner. Include key financial ratios, such as profitability, liquidity, and solvency ratios, to provide a comprehensive overview of the company's financial health.
5. Provide a narrative explanation for any significant changes or events that occurred during the year. This can include mergers or acquisitions, changes in market conditions, or the introduction of new products or services.
6. Tailor the year-end overview to suit the needs of different stakeholders. This can include shareholders, investors, lenders, or potential business partners. Highlight the information that is most relevant and important to each group.
7. Double-check all calculations and make sure the information is presented in a logical and organized manner. Use charts, graphs, and tables when necessary to visualize the data and make it easier to understand.

Who needs the 2015 year-end overview?

1. Shareholders: Shareholders are interested in understanding the financial performance of the company they have invested in. The year-end overview provides them with a comprehensive summary of the company's financial health and helps them make informed decisions about their investments.
2. Investors: Investors who are considering investing in the company or looking to increase their investment will require the year-end overview to assess the company's financial stability and growth potential.
3. Lenders: Lenders, such as banks or financial institutions, will require the year-end overview to evaluate the company's creditworthiness before providing loans or credit facilities.
4. Potential business partners: Companies that are considering entering into a partnership or collaboration with the company will need the year-end overview to assess its financial strength and ability to deliver on its commitments.
5. Internal stakeholders: The year-end overview is also valuable for internal stakeholders, such as the management team and employees, as it provides a summary of the company's performance and achievements, helping them identify areas for improvement and set future goals.

In conclusion, the 2015 year-end overview should be filled out by analyzing financial statements, summarizing the financial performance, tailoring it to the needs of different stakeholders, and ensuring accuracy and clarity. It is needed by shareholders, investors, lenders, potential business partners, and internal stakeholders to assess the company's financial health and make informed decisions.

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