Sentences with phrase «financial analysis teams»
She manages our Credit and Financial Analysis teams.
http://www.myinvestmentsolution.com/ Not exact matches
What to include: Business plans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five years).
She also assists the accounting team with portfolio management, financial analysis and reporting.
Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.
The team comprises regional specialists for the 100 + markets covered by Glass Lewis, as well as experts within Glass Lewis» issue - specific practices focused on the analysis of mergers and acquisitions, other financial transactions and contested meetings; compensation; and environmental, social and governance («ESG») issues.
She is responsible for supporting members of the investment team by managing daily operations and coordinating events and meetings and also assists the accounting team with portfolio management, financial analysis and reporting.
Stover said if the state does not make a decision on its bid by year's end, the team will conduct a financial analysis of several other sites on Long Island and in Queens, Brooklyn, Westchester and New Jersey.
The process of evaluating new investments involves due diligence, that is, an analysis of the likelihood that a company will succeed, usually through analysis of a range of issues including intellectual property, competitors, management teams, financial structure, and others.
Brad Haverly is a B2B Financial Analyst in White Label Dating «s Financial Planning and Analysis team.
We teamed with Moody's Analytics to certify our business bankers in financial analysis, risk evaluation, and management expertise.
Indexia Finance works with several banks and financial institutions and have an in - house Project Financing team, which analyses and evaluates the project and arranges the funding.
Investing in growing companies committed to sustainable practicesCommitted companies: The fund invests in growth companies with the goal of delivering positive financial and ESG performance.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysis groups.
The team then subjects the most attractively ranked stocks to an analysis of company factors (such as strength of management, competitive industry position and business prospects) and financial statement data to select approximately 7 to 95 stocks to hold in the Fund.
The view on risk will be informed by the GSSs» financial modeling, analysis and insight from Schroder's ESG team, and meetings with company management, usually attended collectively by the relevant regional equity analysts, Global Sector Specialist and ESG Specialist.
Dave @ Excess Return from Excess Return presents Finding a Dependable Financial Advisor, and says, «Even the savviest of investment managers can not singularly select and track stocks in different asset classes, and have experienced teams helping them with data collection and analysis.
The applications serve as a centralized and secure mechanism that captures the litigation team's analysis, strategy and key work product and provides up - to - date financial reporting for both in - house and outside counsel.
Before joining Beale and Company, Nathan spent six years in the insurance team of an international ratings agency where he provided bespoke credit and financial analysis of Lloyd's Syndicates, non-life, life and composite insurers to a variety of financial institutions.
-- Amicus Attorney Certified Consultant — QuickBooks Pro Certified — Needs Assessments / Evaluations — Team Leadership Skills — Financial Modeling and Analysis — Communication / Interpersonal Skills — Delegating Authority — Creating Positive Enthusiasm — Developing Business Strategies — Meeting Aggressive Schedules — Strong Follow Up — Relationship Building — Computer Skills
com GLOBAL CARTEL REPORT: ANTITRUST ENFORCEMENT AUTHORITIES REMAIN ACTIVE DESPITE NEARLY 50 % DROP IN FINES Produced by the firm's leading antitrust and competition team, the cartel report is a compre - hensive analysis exam - ining the following 2017 trends in antitrust compli - ance programmes and antitrust criminal liability: • A significant uptick in enforcement directed toward domestic cartels and individual criminal prosecutions • Continued scrutiny of the auto parts, financial services, and shipping in - dustries • A prioritization by more countries of anti-cartel enforcement, particular - ly in Asia • The expansion of glob - al authorities» extraterri - torial jurisdiction (Source: Morgan Lewis) Consistent with recent years, global enforce - ment authorities re - mained extremely ac - tive in 2017, opening many new investigations and advancing others, according to Morgan Lewis's latest Global Car - tel Enforcement Report.
Also read: Australia's Cyber-Intelligence Team to Focus on Financial Threats Bitcoin Price Sideways Longer than Expected, But Markets Still Preparing for New Bull Run Long - Term Analysis According to indicators, as well as bullish consensus, prices are sliding
Areas of Expertise * Strategic Planning & Implementation * Corporate Finance & Accounting * Analytical, Quantitative & Modeling Skills * Operations Analysis & Process Redesign * Financial Research & Analysis * Financial Documentation & Reporting * Operational & Capital Budgeting * Team Building & Leadership * Real Estate & Business Valuation * Project Level Analysis
International Product Development and Category Management professional expertise in: 1) Strategic Business Planning, 2) Competitive Analysis, 3) Multi-Currency Financial Metrics, 4) Cross - Cultural Negotiations, 5) Promotional Planning, and 5) Leading Internal and External Teams.
Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning
Provides complex financial analysis for the sales team, typically exercising a unique understanding of the business to determine the best method for achieving objectives.
I thoroughly reviewed and analyzed his career, defining his core skills — financial, accounting, analysis — and, after interviewing him, built a secondary set of abilities including team leadership, customer relations, and mentorship.
Good example: Chief Financial Officer with full responsibility for the strategic planning, development and leadership of the entire corporate finance organization for this $ 280 million consumer products manufacturer.Directed financial planning analysis, accounting, tax, treasury, budgeting, MIS and administrative functions through a 12 - person managemFinancial Officer with full responsibility for the strategic planning, development and leadership of the entire corporate finance organization for this $ 280 million consumer products manufacturer.Directed financial planning analysis, accounting, tax, treasury, budgeting, MIS and administrative functions through a 12 - person managemfinancial planning analysis, accounting, tax, treasury, budgeting, MIS and administrative functions through a 12 - person management team.
Excelling as a member of the Large Cap Growth team at Citigroup with $ 6.3 B funds under management; performing rigorous analysis to determine portfolio viability and rebalancing needs, creating detailed financial models with regional and product breakdowns, and tracking stock news within assigned sectors to assess short - and long - term impact on returns.
Managed financial reporting analysis and budgeting for worldwide revenue team and all business operations in Africa.
• Achieved an appreciation certificate by an external client for «Excellent Customer Service» while working with the company's auditing team and assisting client's financial analysis.
Provided extensive financial analysis and underwriting support for commercial lending teams
Core Competencies Strategic / Operational Planning & Financial Alignment • Project Management • Team Management & Development Relationship Management • Business Analysis • Stock Management • Customer Service • Process Improvement
Improved financial analysis and financial modeling methods used by the FRA team for company / investment valuations
To obtain a finance intern position with «Perfect e-Solutions,» and provide support to the technical team in various projects and conduct financial analysis.
Capital Sales & Marketing Team Building / Leadership Key Account Development Client / Vendor Relations Financial Analysis & Reporting Program Development
Served as key liaison between high net - worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis
Member of the extended leadership team and worked extensively with leadership team to set direction and interventions based on financial results and analysis.
Versatile, results - oriented team player with experience in operational accounting and financial analysis supporting functional groups such as R&D, Customer Support, Field Operations, Engineering, Sales & Marketing and Training.
Provided variance analysis, financial results, risks, key performance indicators, monthly and quarterly performance reviews, and other information required by the Asset and Strategic Performance Unit management and reviewed with asset leadership team on a quarterly basis.
Provide financial analysis to support and oversee month end close which involved monthly meetings with sales finance teams across the EMEA market and discussed reasons for exceeding budget.
Fixed asset accounting, business process re-engineering, risk management, value added analysis, SAP, GAAP, financial projections, general ledger, trial balance, financial statements, expense analysis, tax reporting, tax planning, payroll, benefits administration, portfolio management, cross functional team leadership, financial and strategic planning, P & L management, auditing and compliance, operating and working capital, budget management, mergers and acquisitions, cash flow management, business valuations, data warehouse reporting, audits and compliance, A / P, A / R, regulatory accounting, CA, ICWA, MBA, ICFAI, MS Excel, bank reconciliations, Crystal reports and spreadsheets.A, ICFAI, MS Excel, bank reconciliations, Crystal reports and spreadsheets.
Teamed with Financial Planning and Analysis group during pacing, estimated and planned processes.
You want a left handed finance manager, who's evaluated mergers, implemented SAP, has Foreign Exchange, Credit, and Financial Analysis experience, is an Excel genius, done international budgets / forecasts in Hyperion, plays bass in a rock band, is a team player with strong communication skills and has an MBA from the University of Mars?
Business Analyst / Sr Business Analyst Direct Hire Responsibilities Support Senior Management Team and Department heads with in - depth analysis Analyze complex financial information and reports to...
Accounting Manager 6/1/2003 — 10/1/2009 Skytech Solar — San Francisco, CA Directed Billing and Accounts Receivable team in tasks associated with financial performance of assets, including accounts receivable, delinquent and defaulted asset management, accounting practice management, and financial analysis.
• Secured credits up to 600000 $ for the bank through PR protocol delivery and excellent customer care to potential customers • Reduced the bank's annual losses by 10 % in one year via effective credit risk analysis • Led the commercial client team for three years • Developed and maintained professional rapport and provided consultancy to 14 small business bankers in developing product portfolios • Critically analyzed and re-formulated the bank's credit policies based on detailed financial credit and risk analysis stretched over a period of two years
This unique corporate position requires experience in the following areas: • Overseeing financial operations of multiple corporations and LLC?s • Supervising corporate accounting staff and their related functions • Preparing financial analyses for companies and divisions • Managing cash flows • Facilitating positive banking relationships • Working knowledge & experience with QuickBooks (2015 preferred) Other additional skills include: • Ability to build a strong team • Working in a time driven environment • HR and Health Care knowledge / experience • Overseeing IT functions This position offers great benefits including Health, HSA, FSA.
Tags for this Online Resume: development, training, coaching, project management, needs analysis, strategic agility, change management, Microsoft Word, SixSigma, Microsoft Excel, Microsoft Project, Microsoft Outlook, Microsoft Visio, call centers, telecommunications, strategy, leadership, management, facilitator, analysis, performance management, sales management, program management, process management, MPLS, VOIP, Cloud, employee relations, team building, leadership development, Microsoft PowerPoint, performance appraisals, operations management, accounting, financial reporting, fund raising
Additionally I: * Am a motivational leader * Am skilled at meeting with clients and networking * Have excellent time management skills * Am skilled at financial analysis and budgeting * Am an effective communicator even in difficult situations * Enjoy working as part of a team * Am a s...
Tags for this Online Resume: Customer Relationship Management, Training, SAP, Team Lead, Variance Analysis, Audit, Cost Control, Financial
Qualifications * Developed capitation payment arrangements * Business Development & Analysis * Financial Modeling and Reporting * Crisis Management * Process Improvement Methodologies * Consensus Building and Teaming * Critical Thinking and Problem Solving * Change Management ~ Technically proficient with Oracle EBS Microsoft Office Suite 365 Member Enrollment Applications EZLink Proprietary administrative systems and appli...