Sentences with phrase «clients on a spreadsheet»

The report is provided to the clients on a spreadsheet so that they can review all prior months reports in the same document.

The report is provided to the clients on a spreadsheet so that they can review all prior months reports in the same document.

Not exact matches

For instance you would like to have a spreadsheet detailing all your client's contact information that is... MORE currently on little scraps of paper.

Some clients like doing it on paper themselves, and there's also a spreadsheet that does this task semi-automatically.

Unlike many «factory» - type firms, which are focused exclusively on growth and expansion and which go through clients as one would go through mere numbers on a spreadsheet, our lawyers at our family owned and operated law firm strive to provide legal representation without sacrificing the personal service on which we pride ourselves.

That's one where we can add enough value and we work on budgets... I think most firms now, big and small have some good spreadsheets where they can provide clients with budgets.

You could create reports on client referrals, operational expenses or anything else that you would normally use a spreadsheet for.

But it's not because you're lazy, it's because logging data into a spreadsheet just isn't a natural part of the workflow for bringing on a new client.

Once you turn on customer invoicing for each of your clients, CallRail will automatically calculate your client's monthly invoices for you ---- no more spreadsheets of complicated math.

Think how powerful a team of lawyers could be if it had immediate and easy access to documents of all kinds, from spreadsheets and emails to attractive marketing brochures and client newsletters, from court filings to billing history, regardless of where the data was stored (on PCs, Tablets or in a central system).

How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: [phone] Cell Phone: [phone] Fax: [phone] E-mail: [email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to clients and referring attorneyso Contacted clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed clients in person (at state facilities) and over the phoneo Worked with clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request

Successful resume samples for Finance Associate should focus on duties like making sure financial targets are attained, answering to client inquiries, managing invoices, designing financial strategies, entering data into financial spreadsheets, and making suggestions to improve financial operations.

Accounting Clerks review and maintain accounting records for their clients by entering balances and calculating interest on loans, bank accounts, and credit accounts using accounting spreadsheets and databases.

Established comprehensive Excel spreadsheet of all account activities for each client based on their business and operational need;

For instance, the employee may be charged with the coordination of the company's participation in trade shows, including all logistical responsibilities, the creation of graphic presentations, the population and updating of spreadsheets, communication with clients, and arrangement of business meetings, conferences, and / or seminars, both on - site and off - site.

Processing invoices and tracking weekly costs on various spreadsheets for client.

• Demonstrated ability to prepare and revise legal correspondence and memos • Focused on handling highly confidential information with discretion and integrity • Committed to organizing and prioritizing cases according to their nature of urgency • Adept at handling research work using legal references and Internet resources • Particularly effective in maintaining attorneys» schedules and handling appointments • Familiar with court rules and filing procedures and making service on opposing parties • Proficient in using online services such as Westlaw and Lexis for legal research information • Documented success in generating revenue by documenting and inputting attorney's billable time and reimbursable expenses • Strong organizational skills aimed at ensuring that clerical and administrative support is constantly available to attorneys • Qualified to dig out precedence information and assist in building up cases • Expert user of Power Point, Word and Excel to assist in creating presentations, handling correspondence needs and developing spreadsheets • Exceptional knowledge of using email applications to correspond with clients and ability to type 90 words per minute

Perform business client development research initiatives, and developed finaincial and administrative spreadsheets and reports on findings.

• Experience of maintaining and building upon excellent relationships with clients / candidates • Knowledge and understanding of Early Years recruitment desirable • Be highly organised and flexible with proven ability to work in a fast - paced environment • Be able to prioritise your daily / weekly workload and be able to control your inbox in this fast paced environment • Placing creative adverts on Job Boards • Be able to work in a small team - Self - Management / Organisation • A confident and relaxed telephone manner Early Years Recruitment Consultant candidates will need to have: • Excellent Microsoft Office Word and Excel experience - you will need to be able to format documents and produce excel spreadsheets on a daily basis • Database Management — you must be able to input and extract information quickly and accurately into our in - house database system.

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

Gibson Technical Services, Crofton • MD 2001 — 2004 Office Manager Tracked current projects using excel spreadsheets, prepared documentation on a bi weekly basis to send to the corporate office to bill the client and collected technicians hours and expense reports to send to the corporate office for technician payroll.

Passports and Consular Officer — Customer Service Duties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operations

Rather than just tell a client that their house is worth, that the house they want to buy is worth «X» amount of dollars, I like to do a lot of research on the MLS and then download that data into a spreadsheet for my clients.

Instead of spending 20 hours a month keeping 22 - plus checking accounts on tenants and doing spreadsheets by hand for each of the properties she manages, Wood has cut her bookkeeping time in half, spending about a half hour per client with Quicken.

Listing Coordination Spreadsheet Whether you are a new, seasoned virtual assistant or on - site assistant who handles Listing Coordination this spreadsheet is a must for you or your clientSpreadsheet Whether you are a new, seasoned virtual assistant or on - site assistant who handles Listing Coordination this spreadsheet is a must for you or your clientspreadsheet is a must for you or your clients business.