Sentences with phrase «assess financial knowledge»

In many situations it is also required to assess financial knowledge of the customer.

Not exact matches

Joe Lucente's financial knowledge was critical for Fenton Avenue in assessing whether conversion was the right choice.

It suggests that assessments of field - level forestry issues may be a first step to revitalize forestry institutions to assess human and financial resources and available knowledge.

Conducted interviews and assessed financial needs for over 900 Medicaid and Food Stamp cases Translated Federal and State Benefit Policies and Correspondence for Spanish speaking clients Supported coworkers with Spanish interpretation Used multiple database systems to evaluate, grant and verify case information Applied knowledge of laws, policies and procedures in order to process and review cases.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

The questions assessed participants» perceptions of their own physical health, overall well - being, life satisfaction, romantic relationship satisfaction, and romantic relationship commitment, as well as their subjective and objective financial knowledge.

The Federal Reserve has recently reiterated that «financial institutions must have an effective, independent real estate appraisal and evaluation program,» and that appraisers performing reviews should «have the knowledge and expertise to assess compliance with the Federal Reserves appraisal regulations and guidelines.»