Sentences with phrase «building financial forecasting»

Expertise in building financial forecasting and budgeting models for corporate strategy implementation and measurement.

«When you are building your financial forecast, you want to be realistic in the predictions.

Not exact matches

Examples include tools built to enhance customer acquisition, increase productivity, do more on - the - go, or improve financial forecasting.

This three - part workshop series is designed to help entrepreneurs understand basic financial concepts, build a forecasting model to use in running their businesses and identify key concepts of valuation that apply to their businesses.

A look at a simple, robust framework for estimating long - term asset - class forecasts, and its underlying assumptions, offers insights as to how asset managers can build a portfolio to meet investors» future financial needs.

eFinPLAN gives you a comprehensive financial plan custom built to your unique financial situation, placing you in control of your financial forecast.

& Achievements * Central and Southern KY new business generation * 171 % to Plan 2016 by formulating forecasting and executing sales * 168 % to Plan 2017 Awarded branch office within first phone * Built $ 3M book from residential prospecting / cold - calling prospecting during Great Recession Edward Jones * Strategic planning and business development * Series 7 & 66 Licenses Investments * Financial strategy, investment research an...

Areas of Expertise Project Management / Budget Approvals / COGS / Cost Control / Customer Service / Feasibility Studies / Financial Analytics / Forecasting System Development / Human Resources Management / Leadership Development / Marketing & Promotion / Negotiations / P&L Responsibility / Pricing & Costing / Process Improvement / Public Relations / Quality Assurance / Team Building, Leadership, Mentoring / Standard Operati...

Work with accounting and management staff to build operational and financial forecasts and budgets.

• Provided strategic direction for inventory planning resulting in a massive cost reduction up till 18 % • Built and implemented SPI project cycles • Ensured operational purchase responsiveness to the purchase demands by minimizing P & L impact • Reported the status of inventory and set inventory levels based on financial forecasting to the senior management and production team supervisor

• Documented success in generating sales by providing outstanding customer services and expanding and maintaining product knowledge • Well - versed in setting up new displays in an aesthetic manner and according to the store's policies • Special talent for producing novel and unique concepts for merchandize presentation • Exceptional knowledge of building, adjusting and removing product displays in accordance to company's directives • Adept at providing and maintaining positive work relationships with team members to ensure appropriate merchandising solutions • Demonstrated expertise in smoothing out frontend and backend work processes to ensure a positive shopping experience for customers • Particularly effective in upholding stock levels and handling pricing duties for multiple product lines • Adept at organizing and handling inventory and communicating effectively with retail merchants • Focused on reconciling orders with financial plans and forecasts • Excellent ability to recommend merchandise based on customers» needs and upselling associated products • Competent at leading promotional activities and ensuring that store and warehouse security practices are appropriately placed

Highly ambitious and resourceful finance professional with 4 + years» extensive experience in financial management, team building and accounts forecasting.

Qualification Summary Diversified managerial accounting experience with expertise in manufacturing, healthcare, and business development * Microsoft Office (Exceptional Excel and Power Point) * SAP ERP computer software * SAP Business Planning & Consolidation * Hyperion Financial Management * QuickBooks * Management & Leadership * Team Building * Budget and Forecasting * Month - End Close * Standard Costing * Financial Report...

Tags for this Online Resume: Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent Accounting, Organizational Skills, Consolidations, Policies and Procedures, Lease Management and Accounting, Grant Management and Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost of Goods Sold, Bad Debt Management, Cash and Accrual Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust Accounting, Projections, Chart of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree Accounting, TurboTax, Accounting

* Build client relationships Financial investments retirement planning and insurance product sales Experience in forecasting planning and expense management of corporate budgets Produced corporate financial reports for statutory / GAAP accounting income statements and balance sheets Relationships * Effective developing strong relationships to understand client / employee needs and achieve results Positive open leadershipFinancial investments retirement planning and insurance product sales Experience in forecasting planning and expense management of corporate budgets Produced corporate financial reports for statutory / GAAP accounting income statements and balance sheets Relationships * Effective developing strong relationships to understand client / employee needs and achieve results Positive open leadershipfinancial reports for statutory / GAAP accounting income statements and balance sheets Relationships * Effective developing strong relationships to understand client / employee needs and achieve results Positive open leadership style...

PROFESSIONAL SUMMARY Vice President of Operations - Director of Operations - Director of Food and Beverage CAREER HIGHLIGHTS Financial Analysis & Forecasting - Multi-Unit Organizational Skills - Team Building Fine, Casual and High Volume Dining & Banquet Operations - Contract Negotiations Concept Growth, Brand Expansion and New Openings - NY Times & Wine Spectator Awards 10023 * Grew company from 8 to 18 Revenue Centers.

Areas of expertise span: * Expense Control * Facility Management * Budgeting and Financial Analysis * Financial Management * Forecasting Implementation * Interviewing * P&L Responsibility * Project Management * Total * Consultant * Quality Management Develops professional teams, building trust, overseeing performance evaluations, and accommodating varying styles and personalities.

Business & Management Competencies Financial Analysis • Banking • Consulting • Equities • Fixed Income Investments • Mutual Funds • Wealth Management • Private Banking Business • Financial Statements & Forecasts • Market Research • Financial Modeling • ROI • Financial Advice • Business Development • Strategic Planning • Client Services • Relationship Building • Financial Theory • Principles & Practices • Client Management • Relationship Building • Forecasting Business Development • Account Management • Business / Financial Analysis • Investment Analysis Due Diligence • Compliance • Financial Planning • Profit Analysis • Market Trends • Resource Optimization

Core Competencies Finance & Accounting Management • Account Management • Contract Negotiation • Supervision & Training Strategic Business Planning • Budgeting & Forecasting • Cost & Labor Controls • Financial Analysis & Auditing General Ledger & Purchasing • Accounts Payable / Receivable • Billing & Collections • Proforma Building Payroll & Inventory Management • Cash & Asset Management • Compliance • Business Development • Client Services Staff Recruitment • Territory Management • Operations Management

MBA plus career of experience in financial planning, analysis, building budgets and models in EXCEL, variance analysis, financial reporting & forecasting, ad hoc analysis, AP supervision, general accounting, journal entries, month end close, GL accruals, acc...

Business & Management Competencies Financial Modeling • Portfolio Management • Relationship Building • Forecasting • Business Development Recapitalizations • Credit Risk Management • Acquisition Financing • Debt Financing / Structuring • Leverage Buyouts • Business / Financial Analysis • Capital Markets / Derivatives • Due Diligence • Foreign Exchange Loan Documentation / Negotiations • Asset Securitizations • Audit / Compliance • Public Finance • Financial Planning • Profit Analysis • Compliance • Strategic Planning • Pricing Analysis • Team Leadership / Motivation Client Services • Statistical Modeling / Trend Analysis • Market Trends • Budget Management

Tags for this Online Resume: Program Manager, Team Building, Management, Managerial Methodology, Engineering Methodology, OEM Methodology, Benefit / Risk Analysis, Policy / Procedure Development, APQP Methodology, Issue Resolution, Root Cause Analysis, Six Sigma, Research / Development, Product / Project / Financial Management, Forecasting / Strategic Planning, Proposal Preparation / Estimating, Injection / Extrusion / Blow molding, Metal Stamping, Sonic Welder, Heat Stake, Plastic Technology

EXECUTIVE PROFILE Strategic Planning, Budgeting & Forecasting Improving Processes, Procedures & Productivity Hiring, Training, Organizing & Team - Building Producing Financial Statements & Reports Generating Multi-Site Operating Efficiencies Analyzing Capital Budgets & Expenditures Implementing Internal Control Systems Managing AR, AP & Payroll Projects Administering Compensation & Benefits Negotiating with Vendors & Supplier...

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 timeFinancial 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 timefinancial 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 timefinancial 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 timefinancial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timely manner

Business & Management Competencies Client Management • Relationship Building • Forecasting • Business Development • Account Management Business / Financial Analysis • Investment Analysis • Due Diligence • Compliance • Financial Planning • Profit Analysis • Strategic Planning • Team Leadership / Motivation • Client Services • Market Trends • Budget Management • Operations Management • Business Development • Resource Optimization

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

Core Competencies Business Development • Vendor Relations • Market Trends • Forecasting • Negotiation • Product Placement Team Leadership • Strategic Planning • Communications • Customer Satisfaction • Mentoring • Territory Development • Analysis & Planning • Account Management • Customer Relations • Operations Improvement Profit & Volume Growth • Operations Management • Regulatory Affairs • Organizational Restructure & Change Community Outreach • P&L Management • Training & Retention • Human Resources • Team Building Automotive Finance • Consumer Lending • Matrix Management • Product Line Expansion • Financial Management • New Product Delivery • Process Improvement • Budget Allocation

A pro forma summarizes the key financial figures of an income producing building (or forecasts the anticipated revenue and expenses of a proposed building).

CPD 101: Business Enterprise Valuation CPD 102: Valuation of Property Impairments and Contamination CPD 103: Agricultural Valuation CPD 104: Hotel Valuation CPD 105: Highest and Best Use Analysis CPD 106: Multi-Family Property Valuation CPD 107: Office Property Valuation CPD 108: Seniors Facilities Valuation CPD 109: Lease Analysis CPD 110: Creative Critical Thinking: Advancing Appraisal to Strategic Advising CPD 111: Decision Analysis: Making Better Real Property Decisions CPD 112: Real Estate Consulting: Forecasting CPD 113: Request for Proposals (RFPs) CPD 114: Valuation for Financial Reporting - Real Property Appraisal and IFRS CPD 115: Appraisal Review CPD 116: Land Valuation CPD 117: Exposure & Marketing Time: Valuation Impacts CPD 118: Machinery and Equipment Valuation CPD 119: Urban Infrastructure Policies CPD 120: Urban Infrastructure Applications CPD 121: Submerged Land Valuation CPD 122: Expropriation Valuation CPD 123: Adjustment Support in the Direct Comparison Approach CPD 124: Residential Appraisal: Challenges and Opportunities CPD 125: Green Value — Valuing Sustainable Commercial Buildings CPD 126: Getting to Green — Energy Efficient and Sustainable Housing CPD 127: More Than Just Assessment Appeals — The Business of Property Tax Consulting CPD 128: Retail Property Valuation CPD 129: Industrial Property Valuation CPD 130: Residential Valuation Basics CPD 131: Commercial Valuation Basics CPD 132: More than Just Form - Filling: Creating Professional Residential Appraisal Reports CPD 133: Valuing Residential Condominiums CPD 134: Rural and Remote Property Valuation CPD 135: Buy Smart: Commercial Property Acquisition CPD 136: Waterfront Residential Property Valuation (Coming soon: 2018) CPD 140: Statistics 101: Math Literacy for Real Estate Professionals CPD 141: Exploratory Data Analysis: Next Generation Appraisal Techniques CPD 142: Introduction to Multiple Regression Analysis in Real Estate CPD 143: Appraisal Valuation Models CPD 144: Geographic Information Systems and Real Estate CPD 145: Introduction to Reserve Fund Planning CPD 150: Real Property Law Basics CPD 151: Real Estate Finance Basics CPD 152: Financial Analysis with Excel CPD 153: Entrepreneurship and Small Business Development CPD 154: Business Strategy: Managing a Profitable Real Estate Business CPD 156: Organizing and Financing a Real Estate Business CPD 155: Succession Planning for Real Estate Professionals CPD 157: Accounting and Taxation Considerations for a Real Estate Business CPD 158: Marketing and Technology Considerations for a Real Estate Business CPD 159: Human Resources Management Considerations in Real Estate (Coming Soon: 2018) CPD 160: Law and Ethical Considerations in Real Estate Business (Coming Soon: 2018) CPD 891: Fundamentals of Reserve Fund Planning CPD 899: Reserve Fund Planning Guided Case Study