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INTERNAL CONTROL AS AN EFFECTIVE MANAGEMENT TOOL IN THE BANKING INDUSTRY. (A CASE STUDY OF FIRST BANK OF NIGERIA PLC ENUGU MAIN).

INTERNAL CONTROL AS AN EFFECTIVE MANAGEMENT TOOL IN THE BANKING INDUSTRY. (A CASE STUDY OF FIRST BANK OF NIGERIA PLC ENUGU MAIN).

CHAPTER ONE

1.0 INTRODUCTION                                                                      1

1.1 Background of the study                                                             1

1.2 Statement of problem                                                                           3

1.3 The purpose or objective of the study                                        4

1.4 Scope or delimitation of the study                                                        5

1.5 Research questions                                                                     6

1.6 Significance or Rational of the study                                          6

 

CHAPTER TWO

2.0 REVIEW OF LITERATURE                                                      9

CHAPTER THREE

3.0 METHODOLOGY                                                                      57

3.1 Research design                                                                          57

3.2 Area of the study                                                                        57

3.3 Population of the study                                                              58

3.4 Sample and sampling procedure                                                 59

3.5 Instrument for data collection                                                     59

3.6 Validity of the instrument                                                           62

3.7 Reliability of the instrument                                                                 62

3.8 Method of Administration of the instrument                              63

3.9 Method of Data Analysis                                                            63

 

CHAPTER FOUR

4.0 DATA PRESENTATION AND RESULTS                                66

 

CHAPTER FIVE


5.0 DISCUSSION, IMPLICATION AND RECOMMENDATIONS          89

5.1 Discussion of Results                                                                           89

5.2 Conclusions                                                                                90

5.3 Implication of the Results                                                           91

5.4 Recommendations                                                                       92

5.5 Suggestions for further study                                                      94

5.6 Limitation of the study                                                               94

References                                                                               96

Appendices                                                                             99

 

LIST OF TABLES

 

TABLE                                                                                    PAGE

  • Analysis of responses to whether there is a reliable


operational internal control                                                     67

  • Analysis of responses to the effects of adherence


to laid down regulations helping in effective management                68

  • Analysis of whether the Bank manages in line with the


laid down regulations and guidelines                                                68

  • Analysis of responses to whether effective management


and accountability is independent of internal control system  69

  • Analysis to the responses of the use of the reports of


the internal auditors and inspectors per decision making                 70

  • Analysis to responses to the implementation of the corrections


and suggestions from their inspections and internal auditors  71

  • Analysis response to the profitability and operational efficiency


of a bank in having relationship with internal control system 72

  • Analysis response to whether division of labour does help in


internal control                                                                        72

  • Analysis response to whether all records are supervised


and called over                                                                        73

  • Analysis responses to whether one who passed the entries


participates in the calling over of the records                                   74

  • Analysis responses to the possibility of effective management


and accountability without internal control system in operation      75

  • Analysis responses to training courses and regular motivation


to work                                                                                    76

  • Analysis response to the rate of operational efficiency in


FBN PLC.                                                                               77

  • Analysis responses to the dependence of the future stability


of banks on effective operational internal control                             78

  • Analysis responses to the effectiveness of division of labour


in FBN PLC Enugu main                                                                  79

  • Analysis responses to the effective and efficient of the


existence of internal control system in FBN PLC Enugu main         80

4(a)   Illustration using pie chart for the distribution of respondents’

length of service.                                                                     81

  • Test of hypotheses 83

    • Computation of chi-square test using table 4.1.4




for hypothesis 1

  • Computation of chi-square test using table 4.1.7


for hypothesis 2                                                                      85

  • Computation of chi-square test using table 4.1.2


for hypothesis 3                                                                      86

 

ABSTRACT

 

This project was carried out with the sole aim of studying and evaluating the internal control system in a banking industry – using First Bank of Nigeria PLC, Enugu main as a case study.

The project is written in five chapters: chapter one is the introduction which include the background of the study etc. chapter two enumerated literature review, where the earlier views on internal controls were reviewed to avoid duplication.  Chapter three is the Research Methodology.  Chapter four – Data Presentation, Analysis and Interpretation and finally, chapter five includes: Summary of findings, recommendations, implications, limitations of the study and suggestions.

In handling this project, the survey and historical research method was employed.

A total of 99 workers were chosen as the population of this study.  The workers were grouped as staff and non-staff.  The staff that the 65 number, which revealed that the 65 staff were made up of: 13 management staff, 44 senior staff, 8 junior staff.  While the non-staff were 34 in number which is made up of 2 contract staff and 32 I. T. staff.

Since the project topic “internal control as an effective management in the banking industry” is an important topic, the staff population was chosen since they are the ones to understand the language of the project topic.

The study tools were mostly through questionnaires; oral interviews; reading which includes text books, journals, past texts, newspapers, annual reports and statement of accounts manuals, encyclopedias, and other publications; and observations.

The data collected were interpreted to the understanding of everybody through the use of tables, pie chart, and chi-square.

The study overviewed the following areas: definitions, categories, types and essentials of internal control system.  Others are plan of organisation authorisation, managerial supervisions, internal check and internal audit.

The findings that, top management rely heavily on internal auditors and inspectors report for managing, controlling and decisions making among other findings.  The research made some recommendations, which is hoped, will help for the achievement of effective internal control system as well as effective management in FBN PLC.

 

 




 

CHAPTER ONE

 

INTRODUCTION

  • BACKGROUND OF THE STUDY


Internal control is control within the company.  In this type of control employees within the establishment can be useful fro more effectiveness of the desired goal.  This means that it must be within the establishment’s restraint, authority or command.  It involves a check within the banking industry to facilitate the effectiveness of its management.

The banking industry of every economy consists of all the activities of financial institutions geared towards setting and maintaining a healthy cash flow and management policy in such economy.

Banking industry cannot perform their functions very well without maintaining a sound internal control.  This is the reason for the study of the effective management of the banking industry.

According to the Canadian Institute of Chartered Accountants, Exposure Draft of proposed Auditing Recommendations, Internal control comprise of the plan of an organisation and all the plan of an organisation and all the co-ordinate systems established by the management of the enterprise to achieve management’s objective of ensuring as far as it is practical.  The orderly and efficient conduct of its business and efficient conduct of its business including the preparation of reliable financial information.

  1. Murphy in her text described internal control as the plan of organisation and all of the coordinate methods and measures adopted within a business to safeguard its assets, check the accuracy and reliability of its accounting data, promote operational efficiency and encourage adherence to prescribe managerial policies.


Internal control system could be viewed as a firm’s organizational plan including all methods and measures the firm takes to:

  1. Safeguard its assets

  2. Ensure the accuracy and reliability of its accounting data.

  3. Promote operational efficiency and

  4. To encourage compliance with organisations policies.


It is the responsibility of management to determine the internal control system which is appropriate to the organisation.  The nature and extent of control will vary between organisations.  That is it differs from one organisation to another.

 

  • STATEMENT OF PROBLEM


Most business organisations in Nigeria of which banking industry is one of them are known for their inability to keep complete and accurate records, and quite often lose some of their assets both financial and others under their control to fraudulent workers, and other enemies of progress who adopt any strategy possible to satisfy their selfish interest at the detriment of the public interest.

The main problem of this research work are us follows:-  To identify the nature, weaknesses and limitations inherent in the internal control system as regards the banking sector using the First Bank of Nigeria PLC, Enugu main a\s a case study.

In the real sense, the banking system suppose to reap its full benefits, but the system cannot work where there is management and operational inefficiency among the workers and this will result to a general unprofitability in the banking system.  This can only be remedied through the corrective measures, which will be provided as this study proceeds.

The control used will depend on the nature, size and volume of the activities and the degree of control which management are able to exercise personally, geographical distribution and many other factors.

 

  • THE PURPOSE OF THE STUDY


A good internal control system is essentially indispensable to every organisation that has portfolio of assets and bulky transaction to undertake.  It is with due knowledge of this indispensable nature of good internal control system to organisations mostly of the banking industry that this research work has designed to base the research to:-

(i)      Evaluate how effectively the management has relied on internal control for decision-making and corporate goal attainment.

(ii)     Ensure that proper and accurate accounting system is maintained.

(iii)    Appraise the cost-benefit of installation of internal control.

(iv)    Create awareness of the importance of internal control.

(v)     Make recommendations where necessary.

 

1.4     SCOPE OF THE STUDY

This research work focuses on Banking Industry, using the First Bank case study.  First Bank of Nigeria PLC has its headquarters at Lagos and five zonal banking units which include Central, East, North, West and Lagos Banking operation units.

This study will look into banking operations especially the following aspects of internal control of the selected areas as:

  • The authorization custody and recording.

  • The nature of segregation of duties.

  • The internal checks and internal audit in operation.

  • The aspects of supervisory.

  • The other control measures being exercised and their adherent to management policies and guidelines.


 

1.5     RESEARCH QUESTIONS:

For the purpose of this research work to be achieved, the following hypotheses were formulated:

  1. H0: Effective management and accountability is not  independent of the internal control system.


H1:     Effective management and accountability is independent of the internal control system.

  1. H0: The profitability and operational efficiency of a bank has      no relationship with its internal control system.


H1:     The profitability and operational efficiency of a bank has relationship with its internal control system.

  1. H0: Adherence to laid down rules does not help effective    management.


H1:     Adherence to laid down rules helps effective       management.

 

  • SIGNIFICANCE OF THE STUDY:


This research work on “Internal Control” as an effective management tool in the Banking Industry” will be useful to Bankers, Insurers Auditors and other researchers.

  • To the insurers, Bankers and other Financiers: The operators of the banking system whose sector is being threatened to winding up, may learn some useful reasons from the findings of the research.

  • To other Researchers: People who may be carrying out research in this area will certainly find this work relevant. It can serve as a source of information to them.  They can find it very useful during their research work.

  • To the External Auditors: The findings of this study will be of a great help to the external auditors in determining the extent of work to be carried out by them since they rely on internal control system of their clients.

  • To the students and the general public: Students as well as the general public who want to acquire knowledge of internal control in the banking industry will equally benefit from this study.


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