Wallner
Finance and Accounting
The Wallner Group is a client-focused BPO company that provides finance and accounting services for banking and financial services, known for its extensive experience in real estate and banking servicing.

Size

Private

Mission

To maximize client efficiency and success through dedicated service for optimal results.

About

The Wallner Group offers finance and accounting services along with remarketing and security solutions for clients in banking and financial services. The company operates using an onshore model and supports a range of financial entities and investment funds.

It is recognized for its commitment to maximizing client efficiency and success, with over 20 years of experience in the industry.

Services

The Wallner Group provides finance and accounting services supported by remarketing and security solutions. These services include financial planning & analysis (FP&A) and treasury & cash management, tailored to support the operational needs of financial entities and investment funds.

Capabilities

Financial Planning & Analysis (FP&A)
Treasury & Cash Management

Industries Served

The company serves clients in banking and financial services, with a focus on managing services for financial institutions and investment funds. It has experience supporting various client types with services aligned to industry-specific requirements.

Unique Stregths

The Wallner Group is known for its extensive experience in real estate and banking servicing, offering clients a personalized and attentive approach. Its commitment to client success is reflected in its operational practices, which emphasize efficiency and consistent service delivery.

Delivery Footprint

Headquartered in the United States, the company operates using an onshore delivery model. It serves clients across the national landscape, with teams dedicated to providing tailored support based on client needs.

Certifications

No items found.

Verticals

Banking & Financial Services
Real Estate & Property Management

Clients

No items found.
What's the main service provided by
Wallner
?
Wallner specializes in finance and accounting services, focusing on enhancing the operational efficiency of its clients. The company offers a range of sub-services, including Financial Planning & Analysis (FP&A) and Treasury & Cash Management, designed to meet the specific needs of financial entities and investment funds. This comprehensive service portfolio ensures that clients receive tailored solutions that support their financial goals.
What additional services does
Wallner
provide?
When was
Wallner
founded?
Established in 2006, Wallner has built a solid foundation over the years, accumulating nearly 18 years of experience in the finance and accounting sector. Since its inception, the company has dedicated itself to delivering exceptional service to its clients, which has played a significant role in its growth and reputation within the industry.
What industry verticals does
Wallner
serve?
Wallner serves a diverse range of industries, specifically focusing on Banking & Financial Services and Real Estate & Property Management. This targeted industry expertise allows the company to provide specialized services that align with the unique needs of clients in these verticals, ensuring effective management and support for financial institutions and investment funds.
What delivery model does
Wallner
offer?
Wallner employs an onshore delivery model, meaning that its services are provided from within the United States. This approach allows for better communication, collaboration, and alignment with clients' needs, as teams are based in the same country. The onshore model is particularly beneficial for companies seeking a close partnership with their service provider, facilitating a seamless integration of services.
How many employees and/or seats does
Wallner
have?
Can
Wallner
be considered a good service provider for startups?
Can
Wallner
be considered a good service provider for SMBs?
Wallner is well-suited to support small and medium businesses (SMBs) with its comprehensive finance and accounting services. The company’s focus on efficiency and personalized service delivery makes it a valuable partner for SMBs looking to enhance their financial management. Additionally, Wallner's experience in the banking and financial services sectors equips it with the knowledge and skills to help SMBs navigate their unique challenges and growth opportunities effectively.
Can
Wallner
be considered a good service provider for enterprises?
Wallner stands out as a reliable provider for enterprises and large companies, thanks to its extensive experience and sophisticated service offerings. The company’s onshore delivery model ensures that large clients receive dedicated support that is responsive and aligned with their objectives. With a proven track record in the finance and accounting space, Wallner is positioned to meet the complex demands of enterprise-level organizations, providing them with the strategic insights and operational efficiency they require.
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