Her background in financial planning and her passion for real estate give her clients the edge they need to reach their financial goals or find the perfect home or investment property.
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
My educational
background in financial planning combined with my experience in tax preparation have enabled me to gain each of the skills you outlined in your job posting.
Candidates will have the most success if they have
a background in financial planning, employee recruitment, or retail manager.
Candidates will have the most success if they have
a background in financial planning, employee recruitment, or retail management.
Not exact matches
[Box 9] OIS - China - Chinese Science and Technology Policy Delegation Visit, 1978 Zhongshan University Delegation Visit, 1979 AAAS Popularization of Science Delegation to China, 1980 CAST Science Writers Delegation to US, 1981 AAAS Environmental
Planning Delegation to China, 1981 US - China Conference on Energy Resources and Environment, 1982 Interferon Study (Proposed), 1982 CAST Delegation to US, 1982 CAST Quality Control Delegation to US, 1982 Rumenant Productivity Symposium - US Papers, 1983 Rumenant Productivity Symposium - Chinese Papers, 1983 Photo Album of Address by Song Jian, 1985 AAAS Board of Directors Delegation to China, 1985 Chinese Delegation Visit (IIE), 1986 US Fish and Wildlife Service Delegation to China, 1986 FASAS International Climate Change Symposium (Proposal), 1986 CAST Delegation to US, 1986
Background Political Information, 1987 Law / Science Short Course (Proposal), 1987 Collected Information and Papers on Chinese Water Management, 1987 CAST Water Management Delegation to US, 1987 AAAS Water Management Delegation to China, 1987 AAAS Water Management Delegation to China - Follow - up, 1988 CAST Petrochemical Engineer Delegation to US (Proposal), 1987 Pacific Rim Symposium (Proposal), 1987 Science and Technology Advising Seminar (Proposal), 1988 - 1989 AAAS / ABA Lawyers and Scientists Delegation to China, 1988 China Symposium at 1989 AAAS Annual Meeting, 1988 - 1989 Medical Instrument Maintenance and Repair, 1989 Fang Li Zhi, 1988 - 1989 Amnesty International Reports on Chinese Arrests, 1989 Correspondence re: June 1989 Events
in China, 1989 Consortium of Affiliates for International Programs, 1989 China - FASAS Symposium on Environmental Protection
in Developing Countries, 1989 FASAS Symposium Chinese Papers, 1989 PRC Joint Commission Visit, 1989 Tibet, 1987 Liz Levey Misc Correspondence, 1982 - 1990 Chinese Code of Ethics, 1986 China Tech Company Information, (undated) AAAS / CAST Exchange Programs, 1978 - 1987 Correspondence with CAST International Director Wang Zheng, 1981 - 1982 Correspondence with CAST, 1981 - 1989 James Hartnett Complaint to CAST, 1988 - 1989 Chinese Academy of Sciences, 1987 Hong Kong Association for the Advancement of Science and Technology, 1987 - 1988 Correspondence with Chinese Embassy, 1982 - 1987 NAS China Committee, 1982 - 1986
Financial Aid for Chinese Students, 1987 Misc Articles and General
Background Information, 1978 - 1989 Misc., 1982 - 1989 Presentation Transparencies, 1988 Elzinga, Aant.
With a
background in financial software development, Deklotz was accustomed to a team approach to tackling challenges, and she deployed it for schools — first when she and other science teachers met to talk about lesson
planning once a week, and later as an administrator.
They have both used their business
backgrounds to counsel countless families
in the areas of budgeting,
financial planning and credit restoration.
An expert with over 20 years
in the
Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financia
Financial Services industry, Wes brings a
background in Financial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financia
Financial Investments, Insurance, Estate
Planning & tax processes plus Debt Relief with a unique perspective and understanding of
financialfinancial issues.
I specialize
in retirement and college
planning, and my extensive tax
background provides a very good foundation for navigating all of the complexities that go along with your
financial life.
«There are three different buckets and they're calculated
in the
background,» explains Dawn Tam, regional
financial planning consultant with Royal Bank.
An expert with over 20 years
in the
Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & Tax processes plus Debt Relief with a unique perspective and understanding of financia
Financial Services industry, Wes brings a
background in Financial Investments, Insurance, Estate Planning & Tax processes plus Debt Relief with a unique perspective and understanding of financia
Financial Investments, Insurance, Estate
Planning & Tax processes plus Debt Relief with a unique perspective and understanding of
financialfinancial issues.
Insurance companies assume that only educated individuals with a robust
financial background would be interested
in buying online insurance and hence online
plans are better pitched than offline
plans.
In pursuance of the same, Exide Life shall be entitled to prepare from such information such documentation, graphs or figures that it may think necessary for its purposes which may include, among others, preparation of feasibility studies, marketing or distribution methods and processes, customer lists, current and anticipated privacy requirements, commission structure, market studies, business
plans,
financial projections and budgets, projected profits, names and
backgrounds of personnel and personnel training techniques and materials
From achieving strong knowledge of tax strategies and
financial planning operations to conducting research and analyzing reports, my
background has prepared me to excel
in this role.
Clare is a visionary thinker with a proven
background in strategic business -
planning enabling transformation, product development and
financial growth.
•
In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong
background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in facilitating prompt payments of invoices • Hands on experience
in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in generating
financial statements and reports
in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in order to detail the status of accounts receivables • Proficient
in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients»
financial statuses and designing appropriate budget
plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed
in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage
in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in billing terms • Demonstrated ability to work
in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies
in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedur
in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective
in third party operating systems and basic medical coding procedur
in third party operating systems and basic medical coding procedures
His years of experience
in financial planning and his well - defined sales
background, along with his RPR designation lend themselves well to his technical sales role.
Tags for this Online Resume: Program management, • Strong
background in materials,
planning, supplier and customer intimacy, • Ability to recognize problems, foresee solutions, develop best practices, • Excellent
financial experience
in budget management and cost reduction practices, • Excellent verbal and written communication skills, • Experienced
in ERP software, • Experienced
in the aviation industry and FAA regulations, • Effective customer negotiation and conflict resolution skills
I specialize
in retirement and college
planning, and my extensive tax
background provides a very good foundation for navigating all of the complexities that go along with your
financial life.
Strong
background in controller functions, including
financial planning and analysis.
Accomplished corporate leader seeking to leverage extensive
background in sales,
financial and strategic
planning, portfolio management, budget development and management,
financial projections, and risk management.
Accomplished office clerk seeking entry - level position that will leverage
background in operational
planning, client needs assessment,
financial, marketing, sales support, accounting, insurance, office management, receptionist, customer service, communication experience, written and oral and office skill environment.
Objective: Internal Wholesaler Highly motivated, goal - oriented, and results - driven professional, with profound
background in finance, including generating new sales ideas and developing short - and long - term
financial planning; equipped with comprehensive
background in selling equities, mutual funds, fixed - income products, qualified and non-qualified retirement
plans, buy - sell agreements, and insurance products.
looking for prospective employers who are searching for a Solid
background in all aspects of economic development strategies, city
planning, due diligence,
financial reporting, business analysis, policy creation, government affairs and program implementation
in fast - paced real estate development and municipal environments.
Account Representative — Duties & Responsibilities Experienced manager with a
background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking,
in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist
in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action
plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 %
in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards
in accordance with company guidelines Provide
financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity
Would an attorney with some
financial planning background be helpful
in deciding how to divide assets?