Sentences with phrase «accounting practice sales»

Not exact matches

The disclosures signal that the bank's problematic sales practices go further than investors and analysts had expected after Wells Fargo reached a settlement with regulators in September over unauthorized customer accounts.

After navigating the company through its first substantial challenges (the U.S. authorities investigated Alibaba's accounting practices last year, concerned about data from its blockbuster annual sale), Tsai is making more positive headlines of late.

In 2017, the bank also reached a preliminary class - action settlement of $ 142 million over concerns about retail sales practices and unauthorized accounts from 2002.

Reuters also spoke to a former Wells employee, and a lawyer representing former employees and a former and current Wells customer, who described abusive sales practices with multiple business accounts.

Specifically, Defendants made false and / or misleading statements and / or failed to disclose that: (i) the Company was engaged in predatory lending practices that saddled subprime borrowers and / or those with poor or limited credit histories with high - interest rate debt that they could not repay; (ii) many of the Company's customers were using Qudian - provided loans to repay their existing loans, thereby inflating the Company's revenues and active borrower numbers and increasing the likelihood of defaults; (iii) the Company was providing online loans to college students despite a governmental ban on the practice; (iv) the Company was engaged overly aggressive and improper collection practices; (v) the Company had understated the number of its non-performing loans in the Registration Statement and Prospectus; (vi) because of the Company's improper lending, underwriting and collection practices it was subject to a heightened risk of adverse actions by Chinese regulators; (vii) the Company's largest sales platform and strategic partner, Alipay, and Ant Financial, could unilaterally cap the APR for loans provided by Qudian; (viii) the Company had failed to implement necessary safeguards to protect customer data; (ix) data for nearly one million Company customers had been leaked for sale to the black market, including names, addresses, phone numbers, loan information, accounts and, in some cases, passwords to CHIS, the state - backed higher - education qualification verification institution in China, subjecting the Company to undisclosed risks of penalties and financial and reputational harm; and (x) as a result of the foregoing, Qudian's public statements were materially false and misleading at all relevant times.

Wells has changed its sales practices, and called tens of millions of customers to check on whether they truly opened the accounts in question.

I had a special opportunity to learn Sales early on from a mentor that practiced many of the non-technology tenets of ABE — accounting for multiple stakeholders, personalizing messages by function and role, coordinating multi-modal follow - up as an integrated account plan, all against a named list of target — ideal — accounts.

The $ 1 billion penalty would dwarf the $ 185 million paid previously in connection with sales practices where sham accounts were opened.

For customers who want to launch account - based sales development (ABSD) or account - based marketing (ABM) campaigns, learn best practices — or just level up the sales and marketing game — we've got you covered.

An independent auditor testified the Town of Oyster Bay credited itself in 2013 with a land sale that had yet to close, a violation of accepted accounting practices that he said masked a $ 22 million deficit.

And you will never see another dime thanks to the very low royalty rates and such things as «high discount sales» plus standard publishing accounting practices.

After the revelation of a huge sales - practices scandal in September 2016, the number of new account openings at Wells Fargo fell by 40 %.

Prohibited acts.A credit services organization, a salesperson, agent, or representative of a credit services organization, or an independent contractor who sells or attempts to sell the services of a credit services organization shall not: (1) Charge a buyer or receive from a buyer money or other valuable consideration before completing performance of all services, other than those described in subdivision (2) of this section, which the credit services organization has agreed to perform for the buyer unless the credit services organization has obtained a surety bond or established and maintained a surety account as provided in section 45 - 805; (2) Charge a buyer or receive from a buyer money or other valuable consideration for obtaining or attempting to obtain an extension of credit that the credit services organization has agreed to obtain for the buyer before the extension of credit is obtained; (3) Charge a buyer or receive from a buyer money or other valuable consideration solely for referral of the buyer to a retail seller who will or may extend credit to the buyer if the credit that is or will be extended to the buyer is substantially the same as that available to the general public; (4) Make or use a false or misleading representation in the offer or sale of the services of a credit services organization, including (a) guaranteeing to erase bad credit or words to that effect unless the representation clearly discloses that this can be done only if the credit history is inaccurate or obsolete and (b) guaranteeing an extension of credit regardless of the person's previous credit problem or credit history unless the representation clearly discloses the eligibility requirements for obtaining an extension of credit; (5) Engage, directly or indirectly, in a fraudulent or deceptive act, practice, or course of business in connection with the offer or sale of the services of a credit services organization; (6) Make or advise a buyer to make a statement with respect to a buyer's credit worthiness, credit standing, or credit capacity that is false or misleading or that should be known by the exercise of reasonable care to be false or misleading to a consumer reporting agency or to a person who has extended credit to a buyer or to whom a buyer is applying for an extension of credit; or (7) Advertise or cause to be advertised, in any manner whatsoever, the services of a credit services organization without filing a registration statement with the Secretary of State under section 45 - 806 unless otherwise provided by the Credit Services Organization Act.

Chase had to permanently halt collections on more than 528,000 client accounts and overhaul its debt - sales practices.

PS — One more note, having worked for a few firms that were ethics - challenged as far as accounting and sales practices went, I can say that trying to promote change from inside is tough.

From 2001 to 2009, Pre-Paid Legal faced various legal problems relating to its sales and accounting practices.

Aric «Press detailed how Big4 accounting firm PwC has opened a law practice in Washington, DC, that utilizes a «vast sales force».

These include: whether the practice should be wound up or preserved for sale, compensation for the replacement lawyer, making arrangements for the replacement lawyer's access to trust and general accounts, creation of a power of attorney to support the transition, and the appointment of the replacement lawyer as estate trustee for the planning lawyer's practice.

''... [c] harges that Smith Barney has engaged in a pattern and practice of gender discrimination against its female financial consultants in account distribution, sales support, compensation, and other terms and conditions of employment throughout the company.

It is easy to put off marketing, sales, accounting or any other comparatively mundane task, but remember, if your caseload is the lifeblood of your solo practice, business savvy is its heart.

A clerk now, especially at senior level, has to be a well - rounded business professional, covering a multitude of roles that includes: marketing and business development; key account management; client relationship management; financial management; sales and promotion; practice development and planning; and staff management.

We maintain high standards — from our sales and compliance practices to our accounting and auditing processes and procedures.

AREAS OF EXPERTISE Business and Technology Consulting * Multi Industry * Sales Execution * Strategic Planning CX, ERP and HCM Applications * Digital Transformation * SaaS / Cloud Solutions * Mobile Computing and BI Solutions Board and Advisory Board Leadership * Global Leadership * Public / Conference Speaker rational7 Practice Manager - Communications Industry, 03/1998 - 02/2000 Account manager for communications industry, bus...

Achieving comprehensive knowledge of core business principles, including organizational management, business strategies, sales / marketing techniques, accounting and finance, information management systems, and international business practices.

• Established «A» sales account within the first month of calling on the practice, and steadily grew territory by providing pertinent information to providers that furthered knowledge on home respiratory care products and education.

Proven leadership results in hiring, coaching, motivating, and managing a team of 8 account executives across the Ohio Valley Region (PA, OH, MI) for driving new sales growth of outpatient cardiac arrhythmia devices across hospitals and to cardiology and neurology practices.

Use our sales account executive resume sample and included best practices writing tips to put yourself in the right position for interviews.

When you factor in the distinctive qualities of your competition, the value of understanding and using best practices, and some impetus to get your writing started, our sales account executive resume sample adds up to a winning toolkit.

Create this Resume Albert George1901 Arrowood DriveJacksonville, FL 32207 (444)[email protected] top notch Banker seeking an opportunity to be part of a fast growing organization with a possibility of career development.Summary of QualificationsSolid sales and service experienceGeneral knowledge of teller operations Experience and knowledge of accounting practices and proceduresAbove average communication skillsProficiency in using Windows and MS -LSB-...] Continue Reading →

The following example of a work history section for an account manager can help.Account Manager, Sterling Media Management, Tucson, AZ — 3/2011 — present • Resolved client issues to avoid escalation • Created and managed schedule of marketing campaign releases • Increased profitability of 10 major client accounts within two quarters • Scheduled and coordinated client shows and exhibitionsAccount Manager, First Response LLC, Tacoma, WA — 7/2004 -5 / 2009 • Prepared media release schedules for over 50 clients • Analyzed public relations case studies and integrated emerging best practices • Trained and led sales teams to exceed quotas • Received recognition as top performer in division for the last four quarters

Accounting Clerk SCOPE LEAP leads the world in the development and sale of cloud based legal practice management software for small law firms on a Software as a Service (SaaS) model.

A truly well - written strategic account manager resume, however, uses evocative language and a smart, conversational style to set you apart from the typical sales spiels and demonstrate in practice why your approach to consultative and persuasive selling works better than the competition's.

Account Manager / Inside Sales Rep experience in healthcare practice management and emr software.

Tags for this Online Resume: Consultative Sales, Relationship Sales, Relationship Management, Product Development and Launch, Account Management, Territory Management, Market Research and Analysis, Practice Management Best Practices

Tags for this Online Resume: Sales, Account Management, ARRT, Business Development, Business Management, Clinicals, Family Practice, Leadership, Management, Marketing Management

Tags for this Online Resume: General Practice, OB / GYN, Psychiatry, Sales, Managed Care, Account Manager, Pharmaceutical Industry, Gastroenterology, Management, Account Management, Urology, Cardilogy, Neurology, Pediatric Care, Women's Health, Dermatology, Men's Health, Internal Medicine, Mental Health

Tags for this Online Resume: Critical Care - Respiratory, General Practice, Product Launch, Sales, Business Planning, Operational Excellence, Planning, Sales Excellence, Team Work, Customer Insights, Persuasive, Problem Solving, Total Office Call, outside sales, business development, account maSales, Business Planning, Operational Excellence, Planning, Sales Excellence, Team Work, Customer Insights, Persuasive, Problem Solving, Total Office Call, outside sales, business development, account maSales Excellence, Team Work, Customer Insights, Persuasive, Problem Solving, Total Office Call, outside sales, business development, account masales, business development, account manager

AREAS OF EXPERTISE * Strong Engagement Skills * Passionately serve needs of medical practice accounts * Relationship Management and solve issues * Successfully Launch New * Able to work in Cross - Functional Teams Products * Exceed Sales Quotas * Close Sales * Identify and Overcome Objections * Medical Sales * Strong Leadership Skills * Team Management Strategy * Stellar Account Planning * Managed Care CAREER OVERVIEW Elect...

Tags for this Online Resume: Cardiovascular, Sales, Family Practice, Insulin, Account Management, English Language, Event Management, Managed Care, Management, Microsoft

Tags for this Online Resume: Sales Calls, Sales Executive, Family Practice, Management, sales, outside sales, business development, sales representative, marketing, account executive, account maSales Calls, Sales Executive, Family Practice, Management, sales, outside sales, business development, sales representative, marketing, account executive, account maSales Executive, Family Practice, Management, sales, outside sales, business development, sales representative, marketing, account executive, account masales, outside sales, business development, sales representative, marketing, account executive, account masales, business development, sales representative, marketing, account executive, account masales representative, marketing, account executive, account manager

Cebcor Service Corporation (City, ST) 10/1997 — 06/2003 Administrative Specialist Team Lead • Train administrative clerks best practices and corporate policies and procedures • Develop and maintain professional relationship with employees, peers, and management • Maintain strong rapport with more than 1200 clients ensuring satisfaction and generating sales • Process all medical bills, payrolls invoices, client contracts, and claim reports • Generate new ideas and strategies for personal and corporate growth and achievement • Assist in marketing, sales, accounting, and various other departments as needed • Consistently recognized for exemplary customer service, team leadership, and work ethic

Professional Experience Innova Technologies, Inc. (City, ST) 2010 — Present Business Administrator / Finance / Logistics • Establish sales goals, forecasts, and generate reports for senior leadership • Train junior team members in customer service and sales best practices • Manage company equipment and inventory ensuring accurate and responsible recordkeeping • Implement measures to streamline and improve shipping, loading, and other logistics • Oversee accounting functions including accounts payable / receivable and finance reports • Utilize proficiencies with SAP, Microsoft Office, Peach Tree, QuickBooks, Eclipse, Oracle, Kronos, and ADP

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Quest Corporation of America (City, ST) 03/2010 — 01/2011 Business Development, Operations, Facilities & Information Technologies Manager • Prepare proposals, letters of interest, and responses to customer service and sales issues as needed • Manage FDOT, state, county, municipal, and outside procurement advertisements for marketing and public relations opportunities paying special attention to targeted municipal and county transit and Metropolitan Planning Agencies • Responsible for maintaining current and complete QCA certifications and accounts vital to ongoing operations • Train junior team members in IT, customer service, development, and operations best practices

Professional Experience DST Health Solutions (Southfield, MI) 2005 — 2012 Business Development Manager (2010 — 2012) • Responsible for the development of strategic sales initiatives and the generation of more than $ 4 million in annual revenue • Managed client accounts providing exemplary customer service resulting in client satisfaction and loyalty • Trained junior team members in sales and customer service best practices • Oversaw daily operations ensuring a cost effective, efficient, and effective practices • Consistently exceeded sales projections and quotas

Financial Analyst — Duties & Responsibilities Oversee corporate finances and accounting procedures ensuring timely, effective, and efficient operations Utilize extensive management training to effectively lead daily business operations Analyze financial reports, market trends, and other pertinent data Manage varied corporate portfolios, checking accounts, and credit card accounts Set and strictly adhere to departmental forecasts, budgets, and timelines Responsible for accounts receivable, accounts payable, and general ledger Offer sales, customer service, and project management best practices to junior staff Craft effective financial plans for clients based upon their interests and goals Build professional relationships with clients, coworkers, and business partners Draw upon extensive mathematics and engineering background in financial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timely manner

Accountant — Duties & Responsibilities Trained in corporate finance and accounting with a proven record of academic excellence Maintain proficiencies in industry accounting software including QuickBooks Online Pro and PTS Skilled in financial management and customer service best practices Oversee company payroll, P&L statements, credit cards, savings accounts and general ledger Provide exceptional customer service resulting in client loyalty and referrals Build and strengthen professional relationships with clients, vendors, and corporate partners Responsible for corporate cash flow, inventory, and other assets Create spreadsheets tracking sales, customer service, accounting, and other activities and data Author and present reports regarding corporate financial health, customer service operations, and sales Train junior team members ensuring they understand the brand and adhere to corporate protocols Perform all duties in a professional, positive, and timely manner

Harris Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge of all bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software operation

Professional Duties & Responsibilities Directed creation and implementation of multiple nationwide sales campaigns Increased sales in participating markets by 275 % resulting in $ 7 million profit Secured accounts with minimum annual income streams of $ 250,000 Recognized by senior management as a leader in company revenue generation Coordinated efforts across all company divisions ensuring effective operations Assisted Executive Team with formation and deployment of marketing collateral Trained sales representatives in best practices increasing team efficacy Built lasting relationships with major industry and governmental figures Represented client interests in legislative hearings and governmental meetings Provided oversight to company finances ensuring profitable operations Reviewed contracts and agreements for accuracy and to protect company interests

Master Electrician — Duties & Responsibilities Own and operate electrical contracting company ensuring efficient and profitable operations Recruit, train, and direct 25 + person staff of electricians, construction personnel, and office workers Direct human resources, accounting, sales, marketing, customer service, and project management Educate junior electricians in best practices, applicable codes, and safety protocols Proficient in all aspects of commercial, residential, and industrial work as well as the National Electric Code Repaired Life Health Safety (LHS) issues and investigated reports of shocks Perform wide variety of panel, receptacle, light, junction box, and cabinet installations Skilled in aluminum and fiberglass cable tray, transformer, motor, and conduit installations Fabricated, welded, and installed brackets and aluminum, stainless steel, and fiberglass cable trays Worked on control level switches, I / P transmitters, motor starters, start - stop stations, and lighting contractors Test and recalibrate I / P transmitters, gas and fire eyes - HALON sensors, and pressure switches Perform wire pulls, circuit tests, grounding, and bonding tests Utilized AUTOCAD to design blueprints for a varied of commercial and residential projects Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform all duties in a professional, timely, and courteous manner