Sentences with phrase «appropriate financial documentation»

Not exact matches

One will discover that appropriate and relevant added value is critical but in every aspect, not just functionality and search engine optimisation and that commoditised content is no longer thought to carry significant financial value, with customers can increasingly expecting online services to deliver a mix of content, documentation, workflow tools and guidance.

-LSB-...] Many also find it difficult to re-enter the formal financial system as they lack appropriate local documentation.

• Recorded assets, liabilities, revenues and expenses by compiling and analyzing account information • Handled accounts payable and receivable activities by following set standards and principles of accounting • Documented financial transactions by entering correct information into the system and recommended financial actions by analyzing accounting options • Reconciled financial discrepancies by ensuring that appropriate data is collected and analyzed • Prepared payrolls and payments by verifying documentation and requesting disbursements

Reviewed clients» financial documentation to determine the appropriate tax forms and strategies needed to minimize their tax liability.

• Assisted clients in opening up investment accounts and providing them with information on the company's financial services • Collected appropriate documentation for new accounts and filed it appropriately • Processed account service requests from clients • Ensured that clients reports are printed and handed to them in a timely fashion • Input clients records in company database

Presented and provided key financial knowledge to potential investors, and requested appropriate documentation from share holders to facilitate new account openings.

Deloitte, McLean • VA 2009 — 2010 Senior Subcontract Administrator Managed all subcontract administration that included documentation, negotiations, correspondence, certification, financial reporting and product delivery for complex and large subcontracts and coordinated approval with all appropriate management and staff.

Coordinated with the Continuous Improvement and Design Department to reduce labor expense by 22 % Review financial statements, sales and activity reports Adjust projection data to measure productivity and manage expenses Manage staff, prepare work schedules, and assign specific duties per leadership skills Establish and implement departmental policies, goals, objectives, and procedures Determine staffing requirements such as interviews, hiring, and training new employees Plan, direct, and coordinate activities such as sales promotions across multiple departments to exceed sales goals Coach and provide real time feedback to employees to assist with development and expectations Research and analyze process breakdowns and coordinate with appropriate employees to identify and solve problems Writes and administers effective documentation.

Championed the role of an Internal Processing Auditor (IPA) Quality Control Coordinator reviewed the auditors findings and proposals and the analyses prepared by the financial, facilities and public housing analysts to ensure all the recommendations were satisfied and supported by the appropriate documentation; Carried out environmental reviews on suggested activities; performed work in accordance with HUD Form 4128, researched property information and location details, FEMA maps, surrounding property characteristics, historical data to ensure all proposed activities were in compliance with environmental regulations; recognized non-categorical and categorical activities in order to determine the appropriate type of review, in accordance with HUD regulations; prepared official communication to public housing authorities.

Allows trustor or creator of trust to submit appropriate documentation to financial institutions (for example) without losing confidentiality of contents of the trust.

You will also have to submit appropriate documentation that will prove your current financial state.