Sentences with phrase «determining financial priorities»

The Board was legally responsible for determining financial priorities, developing budget estimates and reports, and ensuring the organisation acted in accordance with its powers.

Fortunately, there are no complicated mathematical calculations involved in determining financial priorities, and deciding what to prioritize is relatively simple.

Not exact matches

Take a scroll and learn how TrueWealth's guiding principles help clients determine their personal financial priorities and make wise decisions about their money.

According to the official Certified Financial Planning protocol, once a client and adviser have defined the scope of their engagement, the next step is «Determining a client's personal and financial goals, needs, and prioritieFinancial Planning protocol, once a client and adviser have defined the scope of their engagement, the next step is «Determining a client's personal and financial goals, needs, and prioritiefinancial goals, needs, and priorities.»

Allocation involves determining your financial commitments and priorities and distributing your income accordingly.

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

Liaised and worked closely with Senior Officials in developing reprogrammed requests, allocated funds according to spending priorities and evaluated accounting records in order to determine financial resources required to implement the program.