Sentences with phrase «as financial projections»

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).

As part of our initial analysis, we asked to see financial statements, and the owner handed us a three - ring binder containing monthly financials — meaning an income statement, balance sheet and cash - flow projections.

The chapter on financial controls is specific on points such as how to prepare monthly income statements and cash - flow projections, and how and why to fill out monthly variance reports.

He's spent the morning pooling treasury information from the company's network of 11 international banks as well as its domestic banker, working in concert with financial staffers to reconcile figures and update projections.

Dig Deeper: Running a Franchise Evaluating a Franchise Business Plan: The Basics As with any business plan, you should expect to see several sections laid out in a franchise plan, including most vitally an introduction (or abstract), a management overview, a marketing strategy, detailed financial projections, and the financial requirements for investing in a purchasing a franchise.

Aikins Venture Capital provides all estate contracts for the buying and selling of properties, as well as necessary accounting and financial projections.

You may be trying to show the full potential of your business, but realize that startup financial projections are almost never accurate, and therefore not as useful to investors as you might think.

This includes the financial details of your business such as an income statement, cash flow projections, and a balance sheet.

The thinner gray solid line shows the projection using the data available as of the last quarter of 2006, before the financial crisis.

As the lender, you'll review the business plan and financial projections of the new owner as well as be able to ask him or her detailed questions about their plans for new operationAs the lender, you'll review the business plan and financial projections of the new owner as well as be able to ask him or her detailed questions about their plans for new operationas well as be able to ask him or her detailed questions about their plans for new operationas be able to ask him or her detailed questions about their plans for new operations.

The teams also employed financial tools such as Monte Carlo simulations, to make accurate projections of growth for both currencies over the next five years.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

Since it is impossible to predict outcomes precisely, trying to do so - as in making financial projections to several decimal places is wasteful.

Other metrics such as cash flow, financial conditions, history, projections etc may be considered.

«Companies need to make tracking cash flow a priority, and cash flow projections are a big part of that,» said Harris, who works as a strategic adviser and financial consultant to many small businesses.

As they write in all financial services advertisements, past performance is no guarantee of future results, but companies nevertheless still provide projections to enable potential investors to consider what might be achieved.

* The relevant language reads as follows: Quarterly, throughout the fiscal year, the governor shall submit to the comptroller, the chairs of the senate finance and the assembly ways and means committees, within thirty days of the close of the quarter to which it shall pertain, a report which summarizes the actual experience to date and projections for the remaining quarters of the current fiscal year and for each of the next two fiscal years of receipts, disbursements, tax refunds, and repayments of advances presented in forms suitable for comparison with the financial plan submitted pursuant to subdivisions one, four, and five, of section twenty - two of this article and revised in accordance with the provisions of subdivision three of this section.

They've learnt business techniques such as how to go about market analysis, financial projections, and assessing the competition.

As well as an annual budget, working to five - year projections can also help to prevent possible deficits and can ensure that potential funding cuts are carefully considered in the overarching financial strategAs well as an annual budget, working to five - year projections can also help to prevent possible deficits and can ensure that potential funding cuts are carefully considered in the overarching financial strategas an annual budget, working to five - year projections can also help to prevent possible deficits and can ensure that potential funding cuts are carefully considered in the overarching financial strategy.

As part of its oversight and monitoring of TIFIA and RRIF projects, the DOT will routinely update its information on credit quality, construction schedules, legal issues, revenue forecasts, financial projections, and project performance.

As our post-award audits have demonstrated, our Kelley Blue Book projections of resale value are extremely accurate in estimating the future values of new vehicles, which is why they are used by so many of the nation's leading financial institutions.

That seems like a far more promising approach than old school methods, such as trying to uncover market - beating stocks by reading SEC filings, interviewing company management and making financial projections.

It's an elaborate financial projection calculator that allows you to enter the details of your particular situation, such as your age, your salary and when you hope to kick off your golden years.

U.S. markets got the week off to a good start, with investors enthused with recent corporate earnings, although financial shares saw heavy selling despite beating profit projections as investors were focused on taking profits after the news.

This is where developing relationships with other, similar rescues around the country can be especially valuable, as they can help guide your financial projections.

The installation contains a large portrait of one individual affected by the economic crisis who was threatened with eviction from his home; a video projection presenting TAF's actions and social practice against eviction, and a graphic chart offering relevant information on the economic and hosing situation in Spain, such as «There is an eviction in SPain every 8 minutes, 532 evictions a day during 2012's first semester...» Audiences are invited to write postcards to the financial institutions who are responsible for conducting these evictions.

In particular, companies may wish to consider whether their disclosure takes appropriate account of internal analyses or projections, as well as analyses or projections prepared by consultants, that may have been prepared regarding the potential financial impact of these matters.

He argues that while Tesla will also be making use of ZEV credits, they have not calculated these into their financial projections because a) they are unsure of what value they will have, and b) CARB has previously amended strict mandates under pressure from the major car companies, as anyone who has seen Who Killed The Electric Car will know.

As usual with startups we were too busy with the financial projections to realize the magnitude and challenges of such a project.

If financial projections — whether historical performance figures or «future oriented» projections — are included, the necessary assumptions and supporting information as required under the Regulation;

Where there are dependent children, different calculations and projections are necessary, and there will be claims for loss of parental services and perhaps the cost of private childcare as well as for the loss of financial dependancy.

These ratings help you get an idea as to the company's current financial standing and their projection for the future.

As Apple's financial Q1 2013 sales report looms (set for the 23rd of this month), Rob Cihra of Evercore Partners has updated projections on sales for the iPad, iPad mini, and everything in - between.

Operate as outsourced controller for various clients, reviewing financial activity, GL entries, budgets and projections.

Managed accounts payable, prepared financial statements as well as maintained cash flow projection.

Asset responsibility managing $ 8 Million in inventory including forecasting at part level, purchasing at best cost to increase margins, and forecasting financial metrics such as NSB, inventory projection, book to bill, and ROI.

Evaluate the financial aspects of product, such as budgets, expenditures, and profit - loss projections.

At least 2 years of bookkeeping experience in Professional Services (IT) or Digital Agency Industry Experience working with any form or type of accounting program (i.e. Quickbooks, NetSuite and etc.) Bank reconciliation experience Microsoft Office or / and Gmail experience a must (Google Sheets / Doc) Maintain business insurances Ensure timely processing for semi-monthly payroll Ensure timely processing for commission reports Financial forecasting for end of year projections Budgeting for month to month expenses Keep Track of Sales Commissions / Projects Profitability Excellent communication and interpersonal skills Ability to work in a fast - paced environment Works well under pressure and tight deadlines Experience working as part of a team is a plus Quick learner Self - starter

¥ Analyzed cash flow reports for each transaction ¥ Managed transaction details ¥ Prepared cost projections and prepared financial reports related to each transaction ¥ Ensured compliance with state and federal regulations ¥ Assisted with the preparation of client presentations as necessary ¥ Coordinated with customers throughout each phase of the transaction ¥ Prepared and filed all necessary transaction documentation.

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.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatiAS / 400 backup and report generation

Regional Restaurant Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, supervising the facilitation of food sales, overseeing restaurant operations and promoting a high - quality, memorable customer dining experience Participate in all phases of strategic store - level planning with other management professionals, including local staffing, service - related concerns, inventory control, merchandising, sales and revenue projections, and local competition Employ various strategies to manage and reduce food, beverage and labor expenses Supervise all store opening and closing functions, including the acquisition and sale of all equipment, state and county inspections, general contractor relations, hiring and terminations, and financial data transmission Perform continuous assessment of all operational aspects while furnishing oversight and guidance regarding the effective application and execution of critical internal policies and procedures to standardize restaurant offering across markets Meet and exceed customer satisfaction benchmarks while tracking progress versus established branch and corporate guidelines Identify and utilize talent among team members with focused training efforts, targeted professional hiring, job fair management and the promotion of a performance - based work environment that leverages individual talents for group benefit Provide relevant administration and oversight with respect to all HR - related functions, including payroll and compliance tasks Oversee the management of daily, weekly and monthly food and supply inventories, in addition to alcohol products, while holding responsibility for the development of weekly P&L statements and internal store audit execution Address local management and staff queries and resolve them in an expedited manner, promoting sustained revenue growth through relationship development and the leveraging of both talent and resources at all locations Collaborate and communicate effectively with all store personnel as well as with members of corporate management Execute all marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation, customer acquisition and brand loyalty development Maintain a strong working knowledge of product and services as well as related industry considerations, including pricing and regulatory trends, service - related issues and local competitor operations

Professional Experience Chase Investment Services (Charleston, WV) 06/2008 — Present Financial Advisor • Served as Financial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals aFinancial Advisor • Served as Financial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals aFinancial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals afinancial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals afinancial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals afinancial plans tailored to individual goals and values

I want to grow in a career that involves financial projections as well as networking.

Your financial advisor is also someone who will continue to guide you; not only to assist to assist you as you manage your investments, but to help you monitor cash flow projections and calculate any life insurance needs.

They also act as a resource in dealing with such financial issues as tax implications, the projection of investment incomes and have available computer software for analyzing various options for the division of the family assets and the determination of support payments if necessary.

Real estate financial modeling (or real estate financial modelling if you spell it in that way) is the activity of making future financial feasibility projections based off of current assumptions as they relate to a commercial real estate valuation and investment analysis.

You can show specific plans, stats, proforma accounting, projections, financial statements, contracts and basically «the deal» but I don't even allow any money folks to speak of themselves as investors in my deals, they are lenders, owners, partners, or something else.

My plan also includes Financial Projections, Time Management as well as personal and motivational sections geared to get the planner into the right head space for success.