Sentences with phrase «establish long term financial goals»

Not exact matches

Before the end of the first quarter of the relevant fiscal year, the Committee establishes financial and performance targets and opportunities for such year, which are based upon the Company's goals for Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) and are linked to our budget and plan for long - term success.

Learn Now or Pay Later covers important topics such as building a spending plan, establishing short - and long - term financial goals, reading credit reports, understanding credit scores, and using credit wisely.

A good foundation will set you in the right direction toward achieving your short - and long - term financial goals, as well as establish a relationship with your bank.

Jan developed recommendations to the Puget Sound Partnership on the use of innovative financial mechanisms for the recovery of the Puget Sound ecosystem, worked with the Puget Sound Restoration Fund to establish a payments for services pilot for nitrogen removal by shellfish in Puget Sound, assisted BC Hydro develop performance measures for their long term environmental goal, and led studies evaluating impacts of flow alteration on aquatic ecosystems for King County.

Divorce can impact long - term financial goals, and may require you to completely restructure a new financial plan that includes rebuilding retirement accounts to establishing a new monthly budget.

• Work with management and planning teams to determine short - term and long - term goals, and help establish business strategy for maximum financial benefit.

Able to work with management and planning teams to define short - term and long - term goals, and help establish business strategy for maximum financial benefit.

Professional Experience JP Morgan Chase (Tempe, AZ) 3/2006 — Present Assistant Vice President — Prime Securitized Collections (4/2010 — Present) • Recommend and implement specific procedures to ensure maximum effectiveness and efficiency of service, while establishing efficient operational policies, technological support systems and budgets • Assist in long - term strategic planning for related departmental section, ensuring the attainment of all departmental goals through detailed reporting, trend utilization, and performance tracking • Hold responsibility for the compilation and analysis of statistical data relative to unit productivity, monitoring live calls and providing feedback to staff, coaching, and issue resolution concerning collection and loss mitigation activities • Manage various teams of supervisors, including personnel issue resolution and functional task delegation • Utilize exceptional problem solving abilities while dealing with conflicting financial and personnel variables, developing and recommending viable courses of action as required • Ensure timely performance management of all staff, communicating expectations and closely supervising job functions • Travel to Manila to train staff on loss mitigation processes, train supervisors on procedural adherence, develop customer satisfaction, negotiations, and conflict management documents, and facilitate training class utilization

A financial advisor can work with you and your spouse together to review your financial landscape, identify any gaps in your coverage, assist you in establishing short and long - term goals, help you stay on track, and provide professional and knowledgeable advice.

Included in the expanding suite of property management responsibilities are such forward - looking, strategic initiatives as establishing a property's operating policies and procedures, collaborating with property owners or boards of directors to develop ownership goals and objectives and preparing long - term financial models, just to name a few.