Sentences with phrase «client audit teams»

Not exact matches

When the reporting year ends, our client service team performs a final audit, and then normalizes and formats the data to relieve you of the burden of that time - consuming process.

Prior to joining Triangle Peak, Zach was a senior associate with Perry - Smith, LLP, a regional public accounting firm based in Sacramento, California, where he lead audit teams serving clients in the governmental, construction, manufacturing, non-profit, and financial industries.

The RA - Cert dispute evaluation team shall be impartial and independent from the client and the certification and audit activities related to the dispute (e.g., independent from the audit evaluation and certification decision).

She has considerable experience assisting the legal teams within corporate clients with knowledge and information services, including knowledge audits, helping to create a knowledge strategy, developing knowledge systems, improving intranets and developing taxonomy for the business.

If the privilege is inapplicable or unclear, counsel should, initially, be aware that communications pertaining to their clients that were generated during the course of an internal investigation under the direction and supervision of in - house counsel, as opposed to locally licensed external counsel, may not be privileged and may be subject to discovery by authorities and third parties.73 Privilege protections may also not apply to documents and communications generated during internal investigations under the direction or supervision of an internal or external compliance or audit team.

Our team is comprised of experienced attorneys, trade and audit specialists available to advise clients on regulatory, trade policy and corporate compliance matters.

Our services include evaluations of a firm's current structure; audits and recommendations for improvement; and development of the appropriate structure for medium and large firms that need a matrix management structure to support practices, offices, client and industry teams or for firms that are merging to capitalize upon their growth.

Key clients include Syngenta Participations, Ecolab and Microsoft; the team is currently advising the latter on copyright audit matters across various Russian regions.

As I reported in an earlier posting this year, research has consistently found that more directly impacting client programs (such as client audits and client teams) have the highest return on investment of all law firm marketing.

We conduct solicitor - client privileged legal audits that remain confidential for the organization and management using our legal and consulting team.

Tags for this Online Resume: Program Management, Project Management, Team Leader, Training, Configuration Management, Issue Resolution, Systems Management, Budgeting, Inventory Management, Negotiations, Logistics, Recruiting, Scheduling, Procurement, Customer Service, Benefits / Compensation, Motivation, Event Planning, Audits, Change Management, Risk Management, Presentations, Client Relations, Strategic Planning, Process Improvement, Distribution

Natalia Autenrieth has audited Fortune 500 clients as part of a Big 4 team, built an accounting department as a controller of a large hospital, and served as a CPA consultant to municipalities.

Keep the team up - to - date with SEO best practices; assist with client interactions, including audits, analysis, renewals, etc. as needed; collaborate with SEO Product Owner on any enhancements to ensure company profitability.

Interacting with clients to ensure efficient flow of information from the client to the audit team

Oversaw an audit with a budget of 500 billable hours and completed it in 300 billable hours by increasing efficiency, cutting through various levels of client's hierarchy and building a team approach with the client and audit staff.

Managed a four - person team, and audited more than 100 small - and - medium - sized companies from testing, to preparing audit draft, to interacting with clients, and to reporting

Responsible for coordinating compliance activities and audits by working with client's nonclinical groups and other related functional team members and contract auditors.

Comprehensive experience in finance, accounting and C - level audits, including strategic planning, team training, quality control and client relations.

Based on our collection of sample resumes, the most common work activities performed by Tax Assistants are answering to client inquiries, making sure tax returns are filled in time, supporting audit teams, and handling correspondence.

Managed a team of Quality Specialist to audit calls for quality assurance to client specifications

Organizational Leadership • Operations Management • Quality Control / Assurance • Process Improvement • Safety Audits • Project Management • Team Management • Strategic Planning & Execution • Staff Training & Development Policy & Procedure Compliance • Customer Service • Sales & Marketing • Budget Management • Client Relations

PROPEL MARKETING, Baltimore, MD (6/2012 to Present) SEO Specialist • Confer with clients to determine their sear engine optimization needs • Plan and execute SEO programs such as opportunity analysis, campaign and planning and auditing and management • Provide tactical SEO recommendations to clients pertaining to product launches, website updates and locale - specific content optimization • Ascertain that webpages and applications adhere to SEO best practices • Work with marketing and communications staff to guide them about SEO and content creation efforts • Handle competitive marketing analysis and strategize and execute SEO campaigns for clients» sites • Create and upload compelling, keyword - optimized content for websites, blogs and articles • Conduct periodic audits for clients» accounts and provide troubleshooting and technical support • Manage team of outsourcers and outreach efforts and report on program performance

Managed deal structure resulting in margins in excess of 40 % Trained Sales Team with regard to maximizing profit while meeting client goals Contract Administrator Performed audit responsibility to underwriter (Textron) within Partner Business Unit, and implemented sales, service and lease contracts, compliance and reporting.

Reviewing and consulting clients» IT security policies and strategies, review IT audit reports, network diagrams, network security analysis, review roles and responsibilities of the IT security team, work with their security tools, inspect security configurations to ensure standards are being utilize such as ITIL, NIST controls, ISO 27001 / 2, and industry best standards.

administrative, Coaching, Conflict resolution, clients, Customer service, Data management, e-mail, Employee training, fax, leadership, team leader, managing, Meeting planning, meetings, Mentoring, Meridian, Works, Multitasking, personnel, personnel management, personnel management, publications, Quality Assurance, Fluent in Spanish, Spreadsheet, supervisor, team management, telephone, training programs, verbal communication, management escalation, quality audits

Tags for this Online Resume: Audits, Budgeting, Cost / Benefit Analysis, Expense Control, Internal Controls, Reporting, Strategic Sourcing, Change Management, Project Management, Restructuring, Strategic Planning, Team Leadership / Motivation, Policy Development, Process Improvement, Recruiting, Training / Development, Workforce Planning, Client Relations, Talent Management, Performance Management, Employee Engagement, Risk Management, Needs Assessment, IT Strategy, Program Management, Business Development, Market Analysis, Presentations, Event Planning, Distribution, Inventory Management, Logistics, Outsourcing, QC / QA, Cost Reduction, Operations Management, Scheduling

Areas of Expertise * IT Service Delivery * Program & Project Management * Client Relationship Management * Change Management * Risk Management * Vendor Relations * Team Leadership * IT Governance & Compliance * Annual IT Budgeting * Staff Development Technical Proficiencies Network, Servers, Video Conferencing, Call Centers, VOIP, Collaboration Systems, Digital Media IT Audit, Client Services, Help Desk, Operations, Enginee...

Tags for this Online Resume: Project Management, Quality Control, Process Evaluation, Public Health, Animal Research, Survey Modeling, Regulatory Compliance, Business and Commercialization Planning, Mobile Application Development, Training program development, Internal and External Audit, Data Capturing, Data Analysis and Interpretation, Market Research, Microsoft Word, Excel, Access, PowerPoint, Visio, SigmaPlot, SigmaStat, Customer Relationship Management, Client and Customer Services Assessment, Team Organization and Management Skills

Customer Support, Regulatory Compliance, and Account Management professional, experienced in the pharmaceutical, biotech, and software fields; knowledgeable in industry compliance standards of GCP, GMP, GDP, and CAPA management; commended by clients for 24/7 support readiness, responsiveness, audit preparedness, and reference ability; recognized for superior organizational, communication, documentation, mentoring, and team...

Tags for this Online Resume: Manager, Audits, Expense Control, Payroll, Reporting, Change Management, Project Management, Strategic Planning, Team Leadership, Process Improvement, Benefits, Compensation, Employee Relations, Recruiting, Training, Development, Workforce Planning, Policy Development, Performance Management, Client Relations, Sales Forecasting, Event Planning, Customer Service, Public Relations, Merchandising, Inventory Management, Logistics, Operations Management, Scheduling

Tags for this Online Resume: Banking Industry, Client Communications, Communications, Drafting, Services, Teller, Audit, Deposits, Integrate, Team Lead

Tags for this Online Resume: Audits, Budgeting, Cost, Financial Statements, Internal Controls, Payroll, Reporting, Cost Accounting, Financial Analysis, Expense Control, Strategic Planning, Team Leadership, Motivation, General Ledger, Process Improvement, Recruiting, Procurement, Purchasing, Policy Development, Fixed Asset Inventory, Investment, Client Relations

Core Competencies Controller • Small Market Business • Accounting Policies & Procedures • Profitability • Budgeting • Financial Reporting • ERP Accounting Packages • Chart of Accounts • Cash Management • International Financial Operations Management • Financial Audit Management • Financial Accounting • Forecasting • Accounting Structure & Systems • Financial & Non-Financial Reporting • Compliance • Business Development Strategic Planning • Team Leadership / Motivation • Client Services • Business Intelligence (BI) • Employee Training / Development Operations Improvement • Profit & Volume Growth • Project Management • Reporting

Summer Leadership Program — KPMG LLP, Philadelphia, PA Summer 2006 Collaborative assistance in onsite client audits working closely with engagement team.

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: FINANCIAL ANALYSIS • CLIENT / VENDOR MANAGEMENT • STRATEGIC ANALYSIS / PLANNING • TEAM BUILDING PERFORMANCE MANAGEMENT • POLICY / PROCEDURE DEVELOPMENT • REGULATORY COMPLIANCE • AUDITS FORECASTS / BUDGETS • CONTRACT NEGOTIATIONS • EXECUTIV

Tags for this Online Resume: Management, leadership, executive, vice President, director, sales, Consulting, supervisor, financial analysis, audits, budgeting, cost / benefit analysis, financial statements, expense controls, reporting, account management, territory management, sales cycle management, forcasting, team leader, motivation, process improvement, web design, market analysis, presentations, product marketing, event planning, branding, procurement, purchasing, training, development, operations management, policy development, talent management, performance management, employee engagement, client relations, needs assessment, customer service, internet marketing, social media, banking, mortgage, equity, logisitics, outsourcing, cost reduction, scheduling, public relations, microsoft certified

SUMMARY OF QUALIFICATIONS * Over Ten years in IT helpdesk and troubleshooting * Performed weekly audits of employee access to HR Software - grant and remove access * Manage access to HR network folders - grant and remove access * Manage the West HR Intranet pages * Worked with vendors to purchase equipment * Proven ability to build strong customer / client / employee relationships * A good motivator and team player that works w...

ACCOMPLISHMENTS * Lead client teams and CDMOs in Product Risk Assessments, EHS Analyses, Regulatory Audits, FDA PAI readiness program, interfaced with US Environmental Protection Agencies for new and updated Air Emission and Wastes Water Effluence permits.

Core Competencies Financial Accounting • Forecasting • Budgeting • Auditing • Accounting Structure & Systems • Financial & Non-Financial Reporting • Compliance • Business Development • Account Management • Strategic Planning • Team Leadership / Motivation • Client Services • Business Intelligence (BI) • Employee Training / Development Operations Improvement • Project Management • Reporting • Presentations • DODIG & GAO Audit Processes

Information Technology Security Manager — Duties & Responsibilities Manage IT security, customer service technicians, assets and finances, and client training Responsible for ensuring that multiple IT groups meet finance, audit, and compliance requirements Serve as primary point of contact for customer contracts, technical support, and end - user training Utilize interpersonal and technical skills as liaison between clients, technicians, and subcontractors Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Oversee the implementation of asset management processes and procedures Coordinate activities with desktop leads to ensure SOX compliance Validate asset information, manage defect reports, and submit correct action recommendations Design and implement enterprise - wide security protocols, mainframe / pc policies, & software / hardware packages Collaborate with department managers to identify and address security concerns through IT Security policies Reduce corporate information ricks through implementation of sensitive document control processes Utilize RACF and Windows / LAN measures to greatly improve user, administrator, and application security Establish and oversee regular system security audits for employers and clients Author and present added value reports, optimization reviews, and overall audit presentations Enhance employee productivity and accountability through the implementation of firewall and tracking software Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

Skills Summary ♦ Accounting Standards ♦ Risk Management ♦ Communications ♦ Issue Resolution ♦ Discrepancy Analysis ♦ Client Collaboration ♦ Internal Audits ♦ Report Preparation ♦ Team Leader

Professional Experience MassMutual Financial Group (Enfield, CT) 2008 — 2010 Support Technician • Assigned new business applications to customers in timely and efficient manner • Assisted case managers with conversions, IPR options, and policy changes • Oversaw internal audits ensuring professional, and profitable operations • Provided excellent customer support resulting in client satisfaction and repeat business • Proficient in WinRisk, Polaris, & F.R.A.T. (functional re-organizational assignment tool) • Offered additional administrative and technical support to sales and management teams

Import / Export Compliance Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various operational, support and administrative functions and ensuring both efficient organizational communications and on - going process enhancements Develop and maintain all trade compliance policies and operations procedures, updating regularly according to regulatory enhancements initiated by the US government and other related agencies Provide continuous assessment of all execution and resource utilization tasks, while furnishing oversight and guidance regarding process efficiency, delivery and receiving requirements and schedule adherence Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both staff and client satisfaction, and ensure adherence to related quality control standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Prepare complex licenses and agreements in support of all programs, including temporary / permanent export licenses (DSP 5, 6, 61, 73 and 74), foreign employment licenses, technical assistance agreements and amendments, warehouse distribution agreements and other functions Ensure adherence to all Bureau of Tobacco Firearms and Explosives (BATFE) compliance, including submission of permits (ATF 2, 3, 5, 6 and 9), USG and foreign transfers / variances, record - keeping requirements, destructive device movement and shipping requirements Address key client, personnel, and management queries and resolve them in an expedited manner, promoting sustained operational growth through business retention and the leveraging of available resources Oversee critical functions related to technical data transfers and data management, foreign travel and foreign visitor requests Educate, supervise and lead staff in the execution of all related functions, including the execution of audits and briefings Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to position function Act as a liaison between clients, vendors, support staff and other management partners to facilitate information flow

• Deliver dynamic, charismatic and straightforward leadership to the workplace environment with track record of excellence in client service management, administrative management, and financial management Core Competencies Billing • Accounting Policies & Procedures • Profitability • Budgeting • Financial Reporting • Accounting Packages • Cash Management • Financial Operations Management • Financial Audit Management • Financial Accounting • Forecasting • Accounting Structure & Systems • Financial & Non-Financial Reporting Compliance • Strategic Planning • Team Leadership / Motivation • Client Services • Employee Training / Development • Operations Improvement • Profit & Volume client service management, administrative management, and financial management Core Competencies Billing • Accounting Policies & Procedures • Profitability • Budgeting • Financial Reporting • Accounting Packages • Cash Management • Financial Operations Management • Financial Audit Management • Financial Accounting • Forecasting • Accounting Structure & Systems • Financial & Non-Financial Reporting Compliance • Strategic Planning • Team Leadership / Motivation • Client Services • Employee Training / Development • Operations Improvement • Profit & Volume Client Services • Employee Training / Development • Operations Improvement • Profit & Volume Growth

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

HD Supply, Inc. (City, ST) 2002 — 2008 Operations Manager • Manage, train, and supervise a team of 16 warehouse, sales, and customer service professionals • Ensure effective, efficient, and safe warehouse and office operations • Hold monthly safety meetings to review accident rates and prevention measures • Oversee sales and accounting functions including P&L, sales forecasts, budgets, audits, and payroll • Prepare lien releases for all customers and ensure payments are received and posted in a timely fashion • Responsible for company equipment, inventory, shipping, receiving, and restocking • Ensure driver licensure and compliance with all state and federal D.O.T. rules and regulations • Provide exceptional customer service resulting in client satisfaction, loyalty, and referrals • Exceed profit goals by $ 7 million in 2004 through effective management and sales tactics • Awarded «Mark of Excellence» in 2004 for «Outstanding Operations Skills»

Business Manager — Duties & Responsibilities Oversee daily operations, finances, and personnel for large parking company Responsible for more than 60 locations and over 400 employees Hire and train staff ensuring they understand the brand and adhere to corporate policies Instruct junior team members in customer service best practices Generate significant revenue through strategic marketing and sales initiatives Design and implement strategies to cut operational costs while enhancing sales Perform human resource functions including conflict resolution and benefit administration Oversee audit process, budgets, and payroll ensuring cost effective operations Consistently recognized for excellence in management, sales, and customer service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Utilize proficiencies in Amano System, Federal ADP Shark Bite, and Ticket Tech Represent company brand with poise, integrity, and positivity

by Ashley Yarbrough I remember the dread that came over my team when one of our mortgage clients informed us that they were going through an audit very soon and needed all marketing communications that had been sent out since they started using our system.