Sentences with phrase «business financial documentation»

Reads and analyzes consumer and business financial documentation in order to make sound credit decisions...

Not exact matches

Jones required various types of support documentation, such as financial reports and five years» worth of tax returns for each business owner.
Traditional business loans are often made for as long as 10 years and require mountains of documentation and financial statements.
This process, which can take between one to four weeks, typically involves reviewing fund documents, current financial reports, and business and securities documentation.
Services Advisory Assurance Attest Services Audit, Reviews & Compilations Employee Benefit Plan Audits Internal Audit Services International Financial Reporting Standards (IFRS) IT Audit Services SEC Services SOC 1 and 2 Services Statutory Financial Audits Tax Accounting Methods Cost Segregation Estate Tax Credits Executive Compensation Federal Corporate Tax Generational Wealth Planning International Tax Mergers & Acquisitions Real Estate Research & Development Tax Credits Sales and Use Tax State & Local Tax Tax Accounting Tax Reform Transfer Pricing Business Support DHG Search DHG Staffing Forensics Commercial Damages Digital & Computer Forensics Domestic Matters Fraud & Corporate Investigations Personal Damages Healthcare Consulting Alternative Payment Models Center For Industry Transformation Points Beyond Blog CFO Advisory Bundled Payment Models Clinical Documentation Improvement Enterprise Intelligence iluminus Reimbursement Revenue Cycle Senior Living Strategy Physician Enterprise Optimization International Services Chinese Business Services Japanese Business Services Investment Management DHG Agency DHG Wealth Advisors IT Advisory Retirement Plan Administration Risk Advisory Finance & Process Transformation Internal Audit & Compliance Regulatory Services & Risk Management Technology Services Transaction Advisory Valuation Services Financial Reporting Healthcare Valuations
Major financial institutions often require extensive business documentation and that the applicant be in business for at least three years.
Dealers must provide information about their business operations and individual financial transactions, including some information and documentation obtained by the dealer directly from the consumer.
The business world uses the Aquafadas tools to enable migration of digital content such as marketing, technical documentation, commercial or financial.
IRAs, minor accounts, and business account must be opened at one of our Financial Centers and require specific documentation.
While banks and online lenders will require financial documentation for your business, it normally won't include a full survey of your inventory.
Applying for a business card does not require any financial documentation, and you can typically complete the application and get approved within five minutes.
For business loans, you will need to provide information about your business financials and you may be required to submit documentation such as tax returns, balance sheets and profit and loss statements.
It's also a good idea to gather both business and personal financial statements; this documentation is often required with your loan application, some even ask for years of information.
Be prepared to show financial documentation, including business audits, cash flow statements, tax returns and detailed business plans.
And why business doesn't allow clueless «auditors» (those untrained in financial matters) to muck about their internal financial documentation in order to «prove» some political point.
Acting for purchasers of a sports business in obtaining a freezing injunction and subsequent proceedings in circumstances where the financial and contractual documentation supporting the acquisition was fabricated.
We regularly draft and negotiate documentation for the financial transactions in which businesses are involved, such as public and private debt and equity arrangements, initial and follow - on public offerings, bank financing, and the issuance of convertible debt or hybrid securities.
If you are applying for a death benefit of $ 1,000,000 or more, the life insurance company underwriter may request additional documentation such as a tax return or financial statement from the business.
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
Tags for this Online Resume: Business Development, Banking Industry, Compliance, Consulting, Credit Analysis, Documentation, Financial Industry, Loan Operations, Management, New Business Development
Areas of Expertise * Strategic Planning & Implementation * Corporate Finance & Accounting * Analytical, Quantitative & Modeling Skills * Operations Analysis & Process Redesign * Financial Research & Analysis * Financial Documentation & Reporting * Operational & Capital Budgeting * Team Building & Leadership * Real Estate & Business Valuation * Project Level Analysis
Tags for this Online Resume: Compliance, Business Development, Financial, Financial Industry, Management, Documentation, Litigation, Litigation Support, Support, Real Estate, executive director
Tags for this Online Resume: Accounting, Billing, Cash Management, Documentation, Financial, Management, Bilingual, Bookkeeper, Budgeting, Business Development
Tags for this Online Resume: Process Improvement, Quality, Quality Assurance, Services, Business Analysis, Business Analyst, Business Requirements, Documentation, Financial, Root Cause Analysis
Administrative Technician III for Texas Department of Transportation: - Implement improved and time saving procedures; consistently reduce overhead costs, improve workflow and increase office efficiency - Create and maintain a database of public assistance complaints; assign an internal investigator to each case and follow - up once closed - Developed and monitor a calendar system using PowerPoint where accurate records of vacation / sick leave / comp time used and accrued are tracked month - to - month for comparison with monthly time sheets - Answer inquiries from the general public, vehicle storage facility operators, motor carriers, the trucking industry and other state / federal agencies regarding rules, laws and regulations governing the issuance of motor carrier credentials - Prepare correspondence (email and written) and review for completeness and correctness - Field calls and manage administration, resolve a wide - range of staff dilemmas and challenging situations on a daily basisPrincipal Administrative Assistant for Solar Turbines, Inc.: - Provided support to Directors, Department Managers, Project Managers and Project Engineers as well as international personnel - Maintained detailed calendars of appointment schedules for business meetings, conferences, domestic / international travel arrangements and special events - Expertly ran this fast - paced, large office encompassing office and structure maintenance, scheduling of machine / equipment service and repairs, and ordering and stocking office supplies; updated and maintained department web pages - Compiled, created and distributed financial reports and PowerPoint presentations - Edited and formatted technical documentation and maintained filing systems - Coordinated extensive domestic and international travel arrangements, including air, hotel, car and meeting locations - Planned departmental meetings, special events and office movesSenior Administrative Assistant for Solar Turbines, Inc.: - Supported Department Manager and Supervisors, Manufacturing Engineers and shop personnel - Tracked and monitored pending and confidential correspondence and financial information - Prepared apprenticeship packets for distribution; received applications, recorded data, and set - up and coordinated Differential Aptitude Tests; notified applicants of test results and set - up initial interviews - Coordinated special events; managed information systems and maintained web pages; oversee special projects - Resolved office obstacles, communication barriers and complicationsSenior Program Assistant for Solar Turbines, Inc.: - Photographed, downloaded and printed digital pictures of parts, processes and people involved in Rotor CAM area - Created and produced departmental newsletter; initiated Receiving Inspection Records Retention process (scanned records onto CD for easy and accessible retrieval and storage)- Set - up and coordinated meetings and special events; created slide show presentations and maintained web pagesPage 2
Tags for this Online Resume: Financial Analyst, budget, allocation, skills, policies, profitability, organized, financial reporting, statistics, databases, communication skills, deadlines, problem solving skills, templates, MBA, budgeting software, reporting, quantitative, portfolio, leadership, stakeholder, driven, Sarbanes Oxley, planning, investment, probabilities, SEC, ad hoc, market share, Porter, capital, gaming license, define problems, return on investments, lease versus purchase, documentation, revenue, technical, financial, legal, Spanish, business management, cost estimating, process improvement, CFA, goals, forecasts, GAAP, taxes, feasibiFinancial Analyst, budget, allocation, skills, policies, profitability, organized, financial reporting, statistics, databases, communication skills, deadlines, problem solving skills, templates, MBA, budgeting software, reporting, quantitative, portfolio, leadership, stakeholder, driven, Sarbanes Oxley, planning, investment, probabilities, SEC, ad hoc, market share, Porter, capital, gaming license, define problems, return on investments, lease versus purchase, documentation, revenue, technical, financial, legal, Spanish, business management, cost estimating, process improvement, CFA, goals, forecasts, GAAP, taxes, feasibifinancial reporting, statistics, databases, communication skills, deadlines, problem solving skills, templates, MBA, budgeting software, reporting, quantitative, portfolio, leadership, stakeholder, driven, Sarbanes Oxley, planning, investment, probabilities, SEC, ad hoc, market share, Porter, capital, gaming license, define problems, return on investments, lease versus purchase, documentation, revenue, technical, financial, legal, Spanish, business management, cost estimating, process improvement, CFA, goals, forecasts, GAAP, taxes, feasibifinancial, legal, Spanish, business management, cost estimating, process improvement, CFA, goals, forecasts, GAAP, taxes, feasibility, SQL
Tags for this Online Resume: Architectural, Business Development, Business Plan, Cash Flow, Community Development, Documentation, Entertainment, Financial, Financial Models, Guardian
Business analyst with 8 years» experience in financial reporting, business process modeling, software development life cycle, database administration, requirements gathering, and technical and functional specification documeBusiness analyst with 8 years» experience in financial reporting, business process modeling, software development life cycle, database administration, requirements gathering, and technical and functional specification documebusiness process modeling, software development life cycle, database administration, requirements gathering, and technical and functional specification documentation.
B2B, Business development, business processes, coaching, communication skills, Customer service, Decision - making, Documentation, Financial, Human resources, Leadership, managing, Marketing, marketing materials, New business development, Project management, Relationship management, Sales, sales management, written commuBusiness development, business processes, coaching, communication skills, Customer service, Decision - making, Documentation, Financial, Human resources, Leadership, managing, Marketing, marketing materials, New business development, Project management, Relationship management, Sales, sales management, written commubusiness processes, coaching, communication skills, Customer service, Decision - making, Documentation, Financial, Human resources, Leadership, managing, Marketing, marketing materials, New business development, Project management, Relationship management, Sales, sales management, written commubusiness development, Project management, Relationship management, Sales, sales management, written communication
Tags for this Online Resume: Documentation, Structured Query Language, Business Analysis, Business Analyst, Security, Statistics, Technical Documentation, Financial Industry, JIRA, Microsoft Access, sql, software, BRD, SOP, Product Support, Client Support, Training, SDLC
Seasoned financial / business professional in the mortgage industry handling loan closing documentation and Loan processing.
Tags for this Online Resume: Senior Project Manager, Team Lead, Business Intelligence, KPI, Dashboard, Measurements, LEAN, Process Improvement, Transformation, Start Up, Independent, Brio Query, Teamwork, Communication, Initiative, Adaptable, Analytical, English, Arabic, IT Architect, Detail Oriented, Innovative, Quant, Qunatitiative Analysis, Excel, HTML, Project Management, Problem Solver, Mentor, Change Agent, Mergers, Integration, Documentation, Contract interpretation, Strategic Outsourcing, IT Security, Governance, Mobile, Financial, Automation, ISO9000, CMMI
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
Tags for this Online Resume: Software, Software Development, IT, Business Planning, Documentation, Drafting, Financial, SaaS, Clinical Trial, Construction, Master Services Agreement, SOW, NDA, Contracts Manager, Corporate Counsel, Software License, Commercial Contracts, Maintenance, negotiate, document and maintain commercial contracts
Other experience includes systems analysis and design, requirements gathering, budgeting, financial modeling, accounts receivable, performance improvement, and documentation published 12 articles on technology and business.
CAREER SUMMARY Contracts Administration, Project Management, Legal Review, Marketing / Business Development, Financial Analysis * Subdivision Multi-Use Design & Land Development / Building Construction Permitting, Environmental Impact Statements and Assessments, Documentation and Implementation of ISO 9001 QMS & Management Programs per ISO 14001 & Six Sigma Methodologies
Tags for this Online Resume: Financial, Financial Reporting, Scheduling, Ad hoc analysis, Audit, Back Office, Business Analysis, Business Analyst, Data Quality, Documentation, finance, excel
Tags for this Online Resume: Sales, Business Plan, Catalogs, Distribution, Leadership, Services, Documentation, Financial, Financial Analysis, Management
Tags for this Online Resume: Accounting, Business Analysis, Documentation, Financial, Financial Industry, Financial Reporting, Business Analyst, Management, Project Management
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: Sales, Billing, Business Development, Credit and Collections, Documentation, Financial, Financial Management, Forecasting, Health Insurance, Insurance
Tags for this Online Resume: project management training supervisor, business development, training supervisor, business development, Audit, Management, Microsoft Excel, Credit Card, Documentation, Due Diligence, Financial, Financial Statements
Direct Focus Corporation (Vancouver, WA) 2001 — 2004 Senior Software Engineer / Development Lead • Led development team in design, creation, and launch of critical web - based financial applications • Implemented automated settlement and funding system eliminating all human transactional errors • Reduced staffing needs and significantly increased financial transaction processing efficiency • Directly responsible for 99.98 % website up - time through implementation of quality control measures • Managed design team priorities, product lifecycle, and evaluated staff and product performance • Gathered business data and created functional specifications and technical design documentation • Utilized ASP.Net, C#, VB.NET,.
Tags for this Online Resume: Data Modeling, Modeling Experience, Requirements Definition, Documentation, Application Design, Banking Industry, Data Mapping, Integrate, Management, Project Management, Requirements analysis, User Acceptance testing, Business Process Modeling, Financial Services, Waterfall & Agile Methodologies, Functional Specifications, ETL, User Interface Design, IT Strategy, Capital Markets, Wealth Management, Product Management, System Analysis, SDLC, Requirements Gathering, Business Analysis
Tags for this Online Resume: Management, Business Requirements, Financial, Financial Analysis, Documentation, Project Management, Legacy, Project Manager, AT&T, Cellular
Fed Glob LLC (Los Angeles, CA & Gaithersburg, MD) 08/1999 — 06/2004 Business Consultant • Represented an investment group from Pakistan focused on the support of small to medium sized commercial ventures • Supported individual business owners through a centralized umbrella of professional, legal, and financial support • Organized all key resources and processed the legal documentations required to launch and maintain a business • Utilized business management expertise to implement business model, corporate vision, and daily operational pBusiness Consultant • Represented an investment group from Pakistan focused on the support of small to medium sized commercial ventures • Supported individual business owners through a centralized umbrella of professional, legal, and financial support • Organized all key resources and processed the legal documentations required to launch and maintain a business • Utilized business management expertise to implement business model, corporate vision, and daily operational pbusiness owners through a centralized umbrella of professional, legal, and financial support • Organized all key resources and processed the legal documentations required to launch and maintain a business • Utilized business management expertise to implement business model, corporate vision, and daily operational pbusiness • Utilized business management expertise to implement business model, corporate vision, and daily operational pbusiness management expertise to implement business model, corporate vision, and daily operational pbusiness model, corporate vision, and daily operational protocols
photo, Ad, advertising, approach, branding, budgeting, budgets, budget, business plans, cancer, com, communication skills, contracts, client, customer satisfaction, data collection, direction, documentation, financial, functional, fund - raising, health and safety standards, hiring, Image, inventory, Team Building, leadership, Director, market analysis, market research, Marketing Research, Marketing Strategies, marketing, Market, materials, money, office, new media, PAGE, policies, Positioning, Proposal Development, purchasing, quality, recruitment, reporting, Research, sales, San, staff development and supervision, strategic, Strategic Marketing, Strategic Planning, supervisory, team player, unique
Core Competencies Financial Planning • Account Reconciliation • Compliance • Business Development • Account Management Strategic Planning • Training and Development • Client Services • Reporting • Budget Management • Financial Analysis • Documentation • Customer Relations
It also helps make sure that the necessary exchange of financial documentation (tax returns, W - 2s, 1099s, pay stubs, bank account statements, investment account statements, credit card statements, real estate and business documents, etc.) takes place so that any settlement achieved is based on a sound financial foundation rather than merely based on the «trust - me» principle.
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