Sentences with phrase «basic financial details»

If you are going to apply for a key person life or disability insurance policy be prepared to provide these basic financial details.

Not exact matches

Beyond those basics, you'll get approved more readily and with better terms if you give the banks precisely what they need to make a decision: tax returns and audited (if possible) financial statements (P&L, balance sheets and cash flow) for the year to date and the previous three years; monthly statements for the previous 12 months; a business plan explaining what you do, how you do it and why your company would be a good risk; a detailed projection showing how you will generate the funds to pay down the line; and a backup plan (collateral) to repay the bank if the projections don't pan out.

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.

Get basic quotes information on any stock, as well as more detailed financial information about company health, latest news, chart data, Stocktwits integration in order to help you make better informed decision when it comes to making an investment in markets.»

At Circle, you'll meet with our staff by Skype or in person and learn about the programs and options available, the detailed process of matching with a surrogate, the legal process, any insurance issues, the financial implications, and basic medical information.

In the consultation, you will learn about the programs and options available, the detailed process of matching with a surrogate, the legalities, insurance issues, financial implications, and basic medical information.

After the approval of the first basic form, the person should fill in his personal details for the purpose of creating an attractive profile, such as height, hair length, ethnicity, eye color, hair color and financial situation.

In case you are looking to trading commodities or in any other financial segment — just fill in some basic details in the form below.

Investing in your financial future involves the details of your entire financial life, starting with the basic foundation of how you allocate your paycheck.

There are detailed instructions for all financial planning software, so anyone with basic Microsoft Excel experience can use them.

You can get a basic rate quote without providing much in the way of financial details or documentation.

To access them, all you need to do is to fill up a quick online application which will require your names and other basic details as well as your financial details.

Responsibilities as a Graduate Sales Executive will include: * Prospecting for new clients * Selling financial solutions * Liaising at director level For this Graduate Sales position, we are looking for individuals who meet the following criteria: * Educated to degree level * Articulate * Excellent relationship builder * Professional * Organised and excellent attention to detail The Package for this Graduate sales role: * # 18,000 basic salary plus # 600 per month bonus * 25 days holiday * Additional Company benefits

Sr Credit Analyst II Loan Analysis Credit Division M&T Center Buffalo, NY BASIC FUNCTION: Evaluate and determine the credit risks of commercial clients through detailed financial statement analysis, industry assessment, collateral valuation, cash flow ana

ADDITIONAL STRENGTHS • Multilingual: Fluent in Spanish, French and English • Remarkable written and verbal communication skills • Exceptional attention to detail • Time management and task prioritization • Advance level knowledge of PC operations and programs with full command on MS based and basic financial management software

• Solid understanding of basic accounting and bookkeeping principles • Proven ability to calculate, post and manage financial records in popular accounting systems • High degree of accuracy and great attention to detail when calculating payrolls • Demonstrated expertise in reconciling and balancing accounts and generating financial reports

• 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 procedures

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IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

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Help educate them with this Homebuyer Mortgage Checklist that includes basic details involved in qualifying for a mortgage and other financial responsibilities.

1 See Credit Hours above for detailed information on how continuing education credits are awarded 2 CPD 130 and CPD 131 are not applicable for AIC credit hours 3 Requires a basic calculator 4 Requires a business / financial calculator