Performs various duties related to
the financial operations of the department.
Not exact matches
As part
of that settlement, the New York
Department for
Financial Services ordered it to hire an independent monitor to review its compliance
operations.
Julie has extensive experience in food service
operations and
financial analyses
of hospital food service
departments.
Mr. Madoff previously served as Chief
of Staff at the NYS
Department of Financial Services, where he was responsible for the
operation of the agency and its 1,400 employees.
She was also told she wasn't needed in day - to - day
operations and sent back to her state job at the
Department of Financial Services.
The committee is seen as a crucial mechanism for ensuring transparency and accountability in government
financial operations, having been described by Professor Peter Hennessy as «the queen
of the select committees... [which] by its very existence exert [s] a cleansing effect in all government
departments.»
This paper has again cited documents to the effect that, the claim that Menzgold was into cash deposits, has gone through various stages since July, 2016, when the head
of the
Financial Institutions Supervision
Department, J. Kofi Amoa - Awuah, took issues with the
operations of Menzgold.
When critically review this issue, there are several fundamental questions that emerge, bank
of ghana has a supervisory
department that is responsible for identifying every
financial institution in
operation, if the
operations of these institutions were illegal as has been alleged, have they been operating all these years at the blind side
of zbank
of Ghana?.
Authorizing legislation passed in 2011 and the new
Department of Financial Services began
operation on October 3, 2011, with Benjamin Lawsky appointed by Governor Cuomo as New York's first Superintendent
of Financial Services.
Interviewed in today's
Financial Times, he said his
department had examples
of companies which have reduced investment or relocated
operations because the cap stops them accessing key staff.
(e) The board shall establish the information needed in an application for the approval
of a charter school; provided that the application shall include, but not be limited to, a description
of: (i) the mission, purpose, innovation and specialized focus
of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization
of the school by ages
of students or grades to be taught, an estimate
of the total enrollment
of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance
of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs
of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment
of staff that meets the criteria established by the
department; (vii) how the school shall involve parents as partners in the education
of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the
financial plan for the
operation of the school; (xi) the provision
of school facilities and pupil transportation; (xii) the number and qualifications
of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement
of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis
of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision
of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations
of the charter school to other non-charter public schools.
This study involved the labor - intensive process
of accessing 2014 - 15 Annual
Financial Reports for each charter and public district as filed with the Arizona
Department of Education and recording maintenance and
operations expenditure data so that charter and public school district spending on administration could be accurately compared for the first time.
Form 5500 - The annual return / report that a pension plan must file with the
Department of Labor's Employee Benefits Security Administration to provide information about the plan's
financial condition, investments, and
operations.
Not really unexpected news out
of corporate headquarters in New York, given the fact that the
department store
operation has been registering more than its fair share
of bad
financial news over the last few years.
The agreement puts UCLA's art
department in charge
of the museum's
operations, programs and
financial affairs.
As a result, long term
financial modeling
of the Athletic
Department operation is being performed and re-budgeting is expected to occur within the restrictions imposed by the NCAA Consent Decree.
In his career, Mark has helped numerous national and international law firms restructure their IT
departments, establish knowledge management teams, design and implement Intranets and client information portals, implement
financial analytics solutions, develop matter budget tracking processes and solutions, and transform
operations through the use
of other solutions requiring the integration and coordination
of people, process, and technology.
The BitLicense warrant, which has been functional since August 2015 is issued by New York State
Department of Financial Services approving the
operation of virtual currency exchanges.
The New York
Department of Financial Services has granted the popular crypto platform a licence for business
operations with virtual currency.
Working as a staff assistant and handle the following duties
of the staff assistant position: handle various duties like - preparing
financial records
of the assigned
department, analyse and evaluate important data, coordinate with the project managers in completing various projects, communicate with Human Recourses Department and other officers, handle all computer operations e
department, analyse and evaluate important data, coordinate with the project managers in completing various projects, communicate with Human Recourses
Department and other officers, handle all computer operations e
Department and other officers, handle all computer
operations efficiently
Led
financial operations of firm: Directed, planned, and supervised
financial department and its interface with other
departments, clients,
financial organizations and authorities.
The resume format
of VP Finance includes major tasks as developing, promoting and administering a culture
of efficient, results and client oriented corporate services; directing and coordinating LOB
financial planning and budget management functions; suggesting benchmarks for measuring the
financial and operating performance; supersizing monthly operating results against budget; administering daily
operations of the finance and accounting
department and managing the preparation
of financial reports.
Among the responsibilities mentioned above, a Welding Equipment Sales Representative has to take care
of the
financial operations of the sales
department, to coordinate and supervise the activities
of employees and to handle and resolve client issues regarding the products offered by the company.
In overseeing the
financial operations of a company, an Assistant Controller could be responsible for creating and maintaining budgets for several
departments.
The goal is to contribute to the overall efficient
operation of the
department and help the company be fully aware
of its
financial condition.
A
financial manager is an individual who is responsible for looking after and managing all the
operations taking place in the
financial department of an organization.
Software Development Lead — Hightower
Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead for group
of six developers tasked with updating current corporate programs as well as creating new applications to help improve
operations • Meet with ops directors and
department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development
of new applications, along with the testing
of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by company management (along with team members) for role in developing software solutions that have contributed to net increase
of 42 percent in company - wide productivity
Responsibilities This individual performs high level, detailed analytical work related to the
financial performance and
operations of the
Department of Radiology.
Toppan Photomasks, Inc. (City, ST) 1999 — 2009 Supply Chain and Shipping & Receiving Supervisor • Managed daily operational aspects
of company product purchasing and supply chain • Responsible for
department accounting including budgets, payroll, and
financial reporting • Directed shipping and receiving
department staff ensuring professional
operations • Developed and implemented employee career development programming • Cut annual expenses by $ 200,000 while increasing
department efficiency
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 o
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 o
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 o
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 o
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 o
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 o
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 o
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
Navy
Department of Public Safety (Chicago, IL) 9/1994 — 7/2003 Executive Secretary • Managed support staff team
of 12 ensuring efficient and effective daily
operations • Prepared memos,
financial reports, and correspondence for Naval Officers and executives • Oversaw human resource activities including employee leave, attendance, and payroll • Provided additional administrative support including filing and phones as needed • Created workplace atmosphere which fostered cooperation and dedication to team goals
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 opt
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 opt
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 opt
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 opt
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 opt
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 opt
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
Professional Duties & Responsibilities Managed all aspects
of the admissions and
financial aid
departments for multiple campuses Increased student enrollment by 40 % through effective recruitment and marketing strategies Represented the school at admissions fairs, local high schools, and other recruitment events Conducted perspective student interviews and incoming class orientations Assisted graduating students with job counseling and placement services Responsible for the administration
of federal and state loans and grants Reviewed prospective student applications for admissions and determined student status Provided students with guidance and support during the admissions process Directed admissions counselors and support staff ensuring effective
operations Administered the collection process as well as tuition refunds Maintained student information database including transcripts and
financial records Supervised the school instructional staff and curriculum development process Performed all duties in a positive, professional, and courteous manner
Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system
operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient
operations Maintain working knowledge
of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple
departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company
financial records providing detailed, accurate account
of transactions and
financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable
operations Study internal literature to become an expert on products and services Develop and manage varied
financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial portfolios for more than fifty clients Generate record sales
of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources
department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial software
operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere
of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
Professional Experience The Red Lion (Boise, ID) 9/2009 — Present Accounts Receivable Administrator • Oversaw accounts receivable
department for three company properties • Reconciled
financial records ensuring accurate and profitable
operations • Managed junior team members and administrative support staff • Authored and presented
financial reports to senior leadership • Aided in the creation and implementation
of company budgets • Assisted various accounting
departments with analysis and guidance • Participated in company audits offering records, analysis, and support as needed • Interacted with senior leadership, legal counsel, and other key figures • Skilled in accounting best practices and legal compliance
Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects
of Evanston branch including daily
operations and personnel • Hired, trained, scheduled, and supervised staff
of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking
departments • Consistently exceeded
financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient
operations
Professional Duties & Responsibilities Directed sales and purchasing activities for industrial mining and automotive supply companies Managed junior team members and administrative staff ensuring effective
operations Researched products and companies to deliver highest quality items at the lowest price Handled negotiations with supply and distribution partners Consistently exceeded monthly sales goals
of $ 300,000 and annual goal
of $ 3.7 million Authored and presented reports regarding sales, purchasing, and company
financial health Created and implemented comprehensive marketing / advertising campaigns and collateral materials Set and implemented monthly and annual budgets for companies and
departments Designed and launched corporate promotional and informational events Built and strengthened relationships with key industry figures, clients, and community leaders Generated significant new business through networking, cold calling, and other tactics Provided exceptional customer support resulting in repeat business and referrals
Property Solutions & Services LLC (Minneapolis, MN) 6/2007 — 5/2008 Executive Assistant • Supported Human Resource Manager with recruitment, hiring, and reviewing
of staff • Oversaw daily office management and support services resulting in efficient
operations • Managed information technology services including database and computer troubleshooting • Assisted accounting
department with payroll, budgets, and periodic
financial reports • Aided staff with client interviews, tenant tax re-certifications, and maintenance work orders
Professional Experience Exempla St. Joseph Hospital (City, ST) 2002 — 2010 Supervisor • Oversaw daily operational aspects
of hospital emergency
department • Interviewed, hired, trained, and reviewed
department support staff • Scheduled and directed daily workflow
of department personnel • Maintained detailed inventory
of all equipment, instruments, and supplies • Developed and implemented
department budget and
financial goals • Supervised and coordinated special projects and interdisciplinary teams • Ensured effective, efficient, and professional
operations at all times
Professional Duties & Responsibilities Responsible for company customer service
departments across multiple fields Hired, trained, directed, and reviewed customer service representatives Directed call center ensuring professional and efficient
operations Increased company efficacy through the establishment
of best practices Ensured professional and timely response to customer service inquiries Maintained extremely high client satisfaction rate resulting in repeat business Authored and presented customer service, finance, and personnel reports for senior leadership Tracked daily, weekly, and periodic customer service interactions Handled
financial transactions including credit card payments, declines, and collections Resolved shipping, warranty, and product
operation inquiries Oversaw the creation, update, and maintenance
of client information database Maintained working knowledge
of company products and services to best assist clients Built long - term relationships with employers, piers, clients, and industry leaders Assisted various company
departments with special projects as needed Fostered an atmosphere
of respect and dedication to company goals Performed all duties in a professional, positive, and timely manner
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 pe
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 pe
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 pe
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
Professional Experience Social Security Administration (San Francisco, CA) 8/2003 — 12/2009 Administrative Technician • Trained and supervised clerical support staff ensuring effective and efficient
operations • Prepared executive calendars, staffing and recruitment logs, and governmental forms • Directed official correspondence including responses to public inquiries • Oversaw
Department of Homeland Security guard service contracts for federal buildings • Streamlined department financial analysis, reporting, and recordkeeping • Processed reimbursement claims, invoices, and account statements • Planned and directed special events including regional conventions and c
Department of Homeland Security guard service contracts for federal buildings • Streamlined
department financial analysis, reporting, and recordkeeping • Processed reimbursement claims, invoices, and account statements • Planned and directed special events including regional conventions and c
department financial analysis, reporting, and recordkeeping • Processed reimbursement claims, invoices, and account statements • Planned and directed special events including regional conventions and conferences
Professional Duties & Responsibilities Served as
operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account
operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account
operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation
of client relationship and project management software Aided Federal
Department of the Treasury for money laundering in the
Financial Crimes Enforcement Network
Computer
Operations Technician — Duties & Responsibilities Direct information technology
department ensuring effective and efficient
operations Recruit, train, and supervise computer technicians and administrative personnel Responsible for
department budgets, project timelines, and team workflow Assist in the design, launch, and management
of multiple data centers Proficient in the
operation, repair, and maintenance
of complex computer hardware and software Develop significant experience with
financial applications and business platforms Oversee system security and performance enhancements to exceed industry standards Utilize cost cutting measures in the backup
of valuable company data Perform staff evaluations to set professional goals and recognize exceptional service Serve as a liaison between the information technology team and senior leadership Present reports regarding information technology best practices and proposed system upgrades Develop a rapport with company personnel and deliver exceptional service Study industry literature to become an expert on emerging technologies Maintain comprehensive records detailing service calls, system updates, and other pertinent data Represent company brand with positivity, professionalism, and dedication
Professional Duties & Responsibilities Directed customer service
departments across a wide variety
of industries Oversaw, trained, and reviewed customer service staff ensuring efficient
operations Increased
department efficiency by 25 % through effective management tactics Designed and implemented staff development and recognition programs Performed internal
financial audits and customer service quality assessments Resolved customer service inquiries in a timely, positive, and professional manner Delivered exceptional customer service resulting in client satisfaction and repeat business Managed $ 41 million in company inventory, supply replenishment, and product shipments Handled human resources tasks including benefit administration and promotions Directed accounting
operations including payroll, accounts receivable, and accounts payable Responsible for company correspondence, phones, reception, data entry, and
financial recordkeeping Built and strengthened relationships with key clients, partners, and industry leaders
Professional Experience Audi
of America (Herndon, VA & Auburn Hills, MI) 8/2006 — Present Manager, After Sales Marketing & Communications • Develop and guide the strategic direction and successful implementation
of after sales marketing programs impacting customer loyalty and market share growth • Execute CRM systems delivering one - to - one customer messaging • Manage incentive and retention programs inclusive
of performance metric setting, measuring, and reward program
operations • Serve as lead contact for the after sales business
of cross functional integration projects joining people, processes, and systems • Analyze data and market research to provide insight on customer retention opportunities • Manage multiple
departments» budget to ensure profitable
financial performance • Serve as a motivational public speaker in large and intimate settings
Compliance Officer — Duties & Responsibilities Responsible for identification and investigation
of suspicious
financial transactions Examine
financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal
department and applicable regulatory authorities Develop proficiencies in industry specific
financial monitoring software programs Perform public figure, employee, Advice
of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic planning and best practice development Train and oversee teller team and bank support staff ensuring professional
operations Study internal literature to become an expert on products and services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Strictly adhere to budgets and schedules Represent company brand with poise, integrity, and positivity
Hill's Pet Nutrition — A Subsidiary
of Colgate Palmolive (Topeka, KS) 1996 — 2005 Senior International
Financial Analyst • Oversee and analyze international business activities ensuring cost effective and profitable operations • Perform accounting functions for (65) sixty five countries including budgeting, fixed asset accounting, invoicing, consolidations and reporting, cash management, lines of credit, and cash forecasts • Conduct financial analysis and prepared financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SA
Financial Analyst • Oversee and analyze international business activities ensuring cost effective and profitable
operations • Perform accounting functions for (65) sixty five countries including budgeting, fixed asset accounting, invoicing, consolidations and reporting, cash management, lines
of credit, and cash forecasts • Conduct
financial analysis and prepared financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SA
financial analysis and prepared
financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SA
financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit
Department policies and procedures • Implement and troubleshoot POP inventory control and SAP systems
The Controller is responsible for directing, managing and reporting the
financial activities
of the agency, overseeing day - to - day fiscal
operations, and supervising Finance, Purchasing, and Security
Department staff.