Provided coaching and counseling to four direct reports each in charge of over 60 accounts to ensure effective
execution of account management duties.
Not exact matches
Mid-day Wednesday, Weinberg disputed aspects
of the media's
account of the CEO's ouster but confirmed that the board had complaints about Viehbacher's lack
of communication with the board and deficits in
execution and
management style.
Any references to «we,» «us,» or «our» refer to the investment professionals associated with one or more
of the following entities: the Investment Manager for your managed
account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight
of your
account; the Investment Manager has engaged Fidelity Investments Money
Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and m
Management, Inc. (FIMM) to provide the day - to - day discretionary
management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and m
management of your
account, including investment selection and trade
execution, subject to the Investment Manager's oversight and monitoring.
Fiserv offers integrated, front - to - back wealth
management solutions to help your firm deliver on goals - based wealth
management the promise
of the unified managed household (UMH)-- a single view
of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade
execution and rebalancing, portfolio
accounting, performance calculation and reporting.
Mr. Ford's current duties include representing DOCR's initiatives in the DOT Chief Information Officer and Chief Financial Officer communities; serving as the key official and architect for the organization's information technology, procurement, human capital, budget,
accounting, facilities
management, record
management, physical and cyber security, and other business programs; advising the Director and Deputy Director on critical mission related matters and program / process improvement possibilities; ensuring continuity
of operations along with the delivery
of secure, timely, accurate, and quality services and products; and overseeing DOCR's annual $ 10M budget formulation,
execution, and justification processes.
Traditional wrap programs are based on the original model developed by E.F. Hutton in 1975, with minimum investments between $ 100,000 and $ 200,000, fees between 1 % and 3 %
of the net assets in the
account, and «wrapped» services that include portfolio
management, asset allocation, custodial services,
execution of transactions, and preparation
of quarterly performance reports.
The services include an advanced portfolio
management system, bulk trade
execution and easy multi-
account allocation, collection
of management fees,
account administration and enhanced asset protection (up to $ 10,000,000 CAD per eligible
account).
Areas
of Expertise: * Lead Generation, Qualification & Conversion * Sales Pipeline Development &
Management * Brand & Value Proposition Framing * Customer Needs Assessment & Acquisition * Key
Account Management & Growth * Technology Product Sales (SaaS, Data, HRMS) * Market & Competitor Research / Analysis * Go - to - Market Planning &
Execution * Compelling Sales Presentations / Proposals * Field, Inbound & Outbound Sales (B2B &...
My significant exposure to all aspects
of New Business
Account Management, along with related Software Solutions and leadership
execution successes, have equipped me with the critical, technical and creative abilities enabling me to thrive in the fast - paced environment at your company.
My significant exposure to all aspects
of Client Services and
Account Management, along with related training and leadership
execution successes, have equipped me with the critical, technical and creative abilities enabling me to thrive in the fast - paced environment at your company.
My significant exposure to all aspects
of Sales, Marketing and
Account Management administration, along with related customer service and leadership
execution successes, have equipped me with the critical, technical and creative abilities enabling me to thrive in the fast - paced environment at your company.
My significant exposure to all aspects
of Sales and
Account Management, along with related training and leadership
execution successes, have equipped me with the critical, technical and creative abilities enabling me to thrive in the fast - paced environment at your company.
Branch / General Sales Manager — Fastenal Industrial and Construction Supply, New Albany, MS 2007 to 2009 Successful development and
execution of sales plans for assigned territory, provided B2B and B2C sales,
Account Management growth, managed key accounts, and interfaced with all levels of m
Management growth, managed key
accounts, and interfaced with all levels
of managementmanagement.
Accomplishments Successful Operations
Management 23 years * Completion
of call center design, process improvement and telecommunication improvements *
Execution of CRM and CRM cloud migration project *
Execution in Healthcare Insurance and CMS Government Operations Leadership * Consummate Service Delivery Director in Healthcare IT, Patient
Accounting Software, Electronic Health Record, Meaningful Use within the Ambulatory S...
Summary Mr. Dastvar has over 29 + years
of Excellence in Business Development, Client
Execution, and
Account Management in the technology, capital markets, Financial, healthcare, insurance, commercial and government sectors.
Leading and Development
of Consistently Top Performing Teams, Broad Clinical - Disease State Knowledge, Business Planning and
Execution, Successfully Launching New Products, Regional Sales Director, District Sales
Management, Regional Marketing, Managed Care National
Account Marketing, Regional Busi...
Core Competencies Global Billing /
Accounting Management • Human Resources
Execution • Develop Internal / External Alliances Process Improvement • Performance Oversight / Benchmarks • Project
Management • Client Acquisition / Retention Employee Relations / Conflict Resolution • Knowledge
of HR Standards • Virtual File
Management • Company Intranet
Over 23 years
of experience with the defense agency serving many roles including program control, project
management, budget, finance,
accounting, analysis, and assisting executive leadership with strategic planning and
execution.
Unique combination
of GL
accounting with schedules, month end close, operations and data
management experience includes the creation and
execution of accounting and operational procedures to parallel overall business strategies.
Areas
of Expertise - Consultative Sales
Account Development & Growth Client Relationship Management Team Building & Motivation Surpassing Revenue Goals Business Development Hard - Hitting Negotiations Strategic Planning & Execution Territory Expansion Market Development Increased territory revenue by 300 % as an account executive by expanding sales into public
Account Development & Growth Client Relationship
Management Team Building & Motivation Surpassing Revenue Goals Business Development Hard - Hitting Negotiations Strategic Planning &
Execution Territory Expansion Market Development Increased territory revenue by 300 % as an
account executive by expanding sales into public
account executive by expanding sales into public sector.
AREAS
OF EXPERTISE * New Business Development * Sales Team
Management * Coaching / Mentoring * Customer Relationship
Management * Market Share Expansion *
Account Retention * Strategic Planning &
Execution * Written / Oral Communications * Marketing Research * Competitive Analysis * Budgeting / Forecasting * Product Launch SC KY (6/2012 - 1/2014)
Using concepts, principles, practices and regulations pertaining to acquisition
management, contracting, cost analysis,
accounting and budgeting procedures — support Department
of Defense agencies in the development, preparation, and
execution of their funding.
Accounts Payable and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various related
accounting principles, regulations, and applications, continuously utilizing changes to business
accounting landscape within current responsibilities Apply various
accounting rules and GAAP procedures to critical functions, including the review and approval
of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction
management, and other tasks Provide relevant oversight and administration to all aspects
of accounts payable
execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice
management Perform regular
account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health
of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and
execution as well as compliance with various
accounting standards Perform analysis, research, and evaluation
of current administrative and
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation
of all
accounting operations from concept to
execution, while coordinating actions on all daily operational and logistical aspects from corporate financial
management Utilize technological resources, including software and
accounting applications, to track all aspects
of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general
accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and
management queries, resolving them in an expedited manner Assist
management with various other duties as assigned to facilitate efficient administration and operations
Bank
of America -LRB-[Insert City, State]-RRB- 9/1988 — 11/1992 Customer Service Representative / Head Teller • Conducted customer transactions and processed new
account opening procedures / documents in a professional, client - focused manner which promoted business retention and branch revenue growth • Maintained detailed logs and records while organizing critical and sensitive client / branch files, providing oversight to and
execution of various branch operations • Performed all required computer operations necessary to facilitate customer transactions, including data entry and
account maintenance tasks • Assisted
management with various other duties as assigned
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various
accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting principles, regulations, tax codes, and applications, continuously applying changes to
accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting landscape to current responsibilities Apply various
accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting rules and procedures to critical tasks, including the review and approval
of journal entries, data and financial reconciliations, balance sheet and income statement
accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting, cash flow analyses,
account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects
of business finance, including billing and collections, payroll
execution, vendor relationships, payroll and salary
management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health
of the company, in both a regular and ad - hoc manner, to company
management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and
execution as well as compliance with various
accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting standards Perform analysis, research and evaluation
of current
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation
of all
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting operations from concept to
execution, while coordinating actions on all daily operational and logistical aspects from corporate financial
management to payroll Utilize technological resources, including software and
accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting applications, to track all aspects
of firm
accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects
of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level
management in budgeting and corporate planning strategies Address client, vendor, and
management queries, resolving them in an expedited manner Assist
management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization
Demonstrated history
of successful business development and demonstrated key
account management success, ensuring high - quality operations while facilitating effective client service and sales
execution.
Clickability, Inc. (San Francisco, CA) 2/2008 — 9/2009 VP
of Engineering & Client Services • Managed and rebuilt engineering, professional services, and technical support departments • Directly responsible for increased efficiency, revenue, and expansion from 18 to 40 people • Implemented an agile / scrum development methodology resulting in 12 platform releases • Created a QA team that implemented full regression testing and automatic platform deployment processes • Instituted an agile / scrum implementation process that dramatically reduced project implementation time, led to more successful
executions and higher project visibility for customers • Restructured all internal case
management processes reducing the average case age from 20 days to 4 days • Constructed a Technical Account Management program for key all accounts • Provided clear transition and escalation processes for all teams while reducing overall escalations • Acted as key executive sponsor for many strategic accounts including NBC, Philly.com, Voice of America, Clarity Media, an
management processes reducing the average case age from 20 days to 4 days • Constructed a Technical
Account Management program for key all accounts • Provided clear transition and escalation processes for all teams while reducing overall escalations • Acted as key executive sponsor for many strategic accounts including NBC, Philly.com, Voice of America, Clarity Media, an
Management program for key all
accounts • Provided clear transition and escalation processes for all teams while reducing overall escalations • Acted as key executive sponsor for many strategic
accounts including NBC, Philly.com, Voice
of America, Clarity Media, and BI Media
Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various
accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting principles, regulations, tax codes and related applications, continuously applying shifts in the
accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and
execution as well as compliance with various
accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting standards Execute various functions and tasks including risk
management, discrepancy analyses and resolution, compliance and controls, transaction
accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting and other critical functions Perform analysis, research and evaluation
of current
accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts
of any modifications to present strategies Facilitate the efficiency and implementation
of all
accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting operations from concept to
execution, partnering with clients to understand, assess and resolve current financial - and
accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting - related issues Utilize technological resources, including software and
accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting applications, to execute all aspects
of both corporate and personal
accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge
of the Internal Revenue Code, IRS, SOX, audit
executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans -
of - action to address future taxation and
accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting issues, collaborating with other professional advisors as needed Understand and apply
accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant
accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes
of conduct, applicable rules and regulations, laws and other relevant benchmarks
Each broker shall preserve at least one legible copy
of all books,
accounts, and records pertaining to her or his real estate brokerage business for at least 5 years from the date
of receipt
of any money, fund, deposit, check, or draft entrusted to the broker or, in the event no funds are entrusted to the broker, for at least 5 years from the date
of execution by any party
of any listing agreement, offer to purchase, rental property
management agreement, rental or lease agreement, or any other written or verbal agreement which engages the services
of the broker.