Sentences with phrase «financial planning initiatives»

• Managed annual market plans, budget development and adherence, and financial planning initiatives that ensured business continuity and increased territory penetration and increased revenue gains.
Throughout my experience as Trust Representative and Investment professional, I have successfully provided strong leadership and confidentiality regarding all Investment and Financial Planning initiatives, while implementing leading - edge investment solutions to meet performance targets and strategies for personal and corporate accounts.
Throughout my experience as Financial Representative and Investment professional, I have successfully provided strong leadership and confidentiality regarding all Investment and Financial Planning initiatives, while implementing Up - and Cross-Selling strategies for organizations like Bank of America, and MetLife Resources.

Not exact matches

A government document seen by the Financial Times said that the country's amended National Transformation Plan, dubbed NTP 2.0, would «change existing initiatives and add new ones.»
Two giant waste - to - energy projects planned for Kwinana and Rockingham could gain extra financial backing after the federal government unveiled a raft of policy initiatives to address problems flowing from China's new restrictions on accepting foreign waste.
Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.
Such risks and uncertainties include, but are not limited to: our ability to achieve our financial, strategic and operational plans or initiatives; our ability to predict and manage medical costs and price effectively and develop and maintain good relationships with physicians, hospitals and other health care providers; the impact of modifications to our operations and processes; our ability to identify potential strategic acquisitions or transactions and realize the expected benefits of such transactions, including with respect to the Merger; the substantial level of government regulation over our business and the potential effects of new laws or regulations or changes in existing laws or regulations; the outcome of litigation, regulatory audits, investigations, actions and / or guaranty fund assessments; uncertainties surrounding participation in government - sponsored programs such as Medicare; the effectiveness and security of our information technology and other business systems; unfavorable industry, economic or political conditions, including foreign currency movements; acts of war, terrorism, natural disasters or pandemics; our ability to obtain shareholder or regulatory approvals required for the Merger or the requirement to accept conditions that could reduce the anticipated benefits of the Merger as a condition to obtaining regulatory approvals; a longer time than anticipated to consummate the proposed Merger; problems regarding the successful integration of the businesses of Express Scripts and Cigna; unexpected costs regarding the proposed Merger; diversion of management's attention from ongoing business operations and opportunities during the pendency of the Merger; potential litigation associated with the proposed Merger; the ability to retain key personnel; the availability of financing, including relating to the proposed Merger; effects on the businesses as a result of uncertainty surrounding the proposed Merger; as well as more specific risks and uncertainties discussed in our most recent report on Form 10 - K and subsequent reports on Forms 10 - Q and 8 - K available on the Investor Relations section of www.cigna.com as well as on Express Scripts» most recent report on Form 10 - K and subsequent reports on Forms 10 - Q and 8 - K available on the Investor Relations section of www.express-scripts.com.
Prior to joining Monogram, Greg was CFO and eventual COO at POM Wonderful where responsibilities included setting strategy and budgets, establishing pricing and trade, managing the sales team, creating KPIs, financial reports, and incentive plans, and leading a multi-year, cross-functional initiative to transform POM's profitability.
This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.
This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the Company's BlackBerry 7 and 10 smartphones and BlackBerry PlayBook tablets; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.
His responsibilities have included developing action plans to achieve overall financial and marketing goals and initiatives, while ensuring the effectiveness of operations, merchandising, inventory, signing and pricing.
Money from the fund supports some of the state's most important safety net programs --» the State's Medicaid program, Family Health Plus, workforce recruitment and retention, the Elderly Pharmaceutical Insurance Coverage (EPIC) program, Child Health Plus (CHP), Graduate Medical Education, AIDS programs, disproportionate share payments to hospitals and other various public health initiatives,» according to the state's financial plan.
The Center for Children's Initiatives and the Campaign for Educational Equity have unveiled a statewide plan that offers a financial strategy that recognizes pre-K as an essential educational service, while providing a plan to phase in pre-K to the state's 3 - and 4 - year - olds over the next eight years.
The board gave Nassau, one of the nation's wealthiest counties, until Feb. 15 to come up with a financial plan that eliminated risky revenue initiatives, expense cuts and contingencies contained in this year's $ 2.6 billion budget, which NIFA member George Marlin had contended was «built on a foundation of sand.»
But Mr. Cuomo took pains to portray his financial plan, which includes a number of tax relief initiatives, as a realistic one, unburdened by ideology — a clear rejoinder to his left - leaning, downstate rival.
The initiatives outlined in the plan include lengthening the school day and year, implementation of a statewide teacher contract, consolidation of school districts, and increasing needs - based financial aid in the 2010 budget.
David leads the day - to - day implementation of SCORE's strategic plan, directing all programs and initiatives, as well as overseeing the organization's financial and operational efforts.
This included a snapshot of district demographics, academic results, financial information and the status of initiatives stemming from the District Strategic Plan.
During his career, Steve has worked for multiple U.S. cities and the federal government, where he has helped improve the efficiency of government operations; ranging from financial and contract management oversight to strategic planning and performance management initiatives.
Several commenters on an article for The Boookseller announcing the program asked whether the initiative would include school libraries, as all too often students are left without any form of financial planning instruction.
These statements are likely to address matters such as the company's future financial condition and performance (including earnings per share, the profitability of Waldenbooks, liquidity, sales, inventory levels and capital expenditures), its cost reduction initiatives and plans for store closings and the expansion of product categories, as well as the timing of the launch of the Borders - branded eBook store and mobile application and the completion of the contemplated transactions with Spring Design and the benefits thereof.
Helping to manage your payments according to your financial situation, Income - driven repayment plans are some of the most useful initiatives offered by the government.
As part of his 2015 fiscal year financial results briefing, Nintendo president Satoru Iwata touched upon the company's linked membership service plans and upcoming mobile initiatives.
Uncommitted policies (S2), the second type, may lack detailed implementation plans or firm financial support, but have all been proposed, such as new efficient and zero net energy building targets, construction of the high - speed rail system, and initiatives by various agencies to, for example, increase biofuels use and continue progress in improving vehicle efficiency.
Global Campaign for Localizing Climate Finance: With leadership from the Cities Climate Finance Leadership Alliance (CCFLA), the Global Campaign for Localizing Climate Finance will push for climate finance to reach local and subnational governments and look for ways to connect local action to the NDC Funding and Initiatives Navigator, a searchable database of financial and technical assistance programs that support implementation of national plans.
The true measure of leadership of the lawyer managers of today's law firms is their ability to maintain a careful balance between the need to (1) encourage each lawyer's individual initiative, (2) provide for the much needed atmosphere of professional camaraderie, so typical of the partnership type of law practice, and (3) plan and implement financial tools of modern business without which the best practice can fail.
The true measure of leadership of the lawyer managers of today's law firm is the ability to maintain a careful balance between the need to (1) encourage each lawyer's individual initiative, (2) provide for the much needed atmosphere of professional camaraderie so typical of the partnership type of law practice, and (3) plan and implement financial tools of modern business without which the best practice can fail.
Even if the firm's objectives are purely financial, they will require a business plan and the necessary follow up by the managing partner to insure that the initiatives to accomplish the partners» objectives have been implemented.
The true measure of leadership of the lawyer managers in today's law firm is the ability to maintain a careful balance between the need to: (1) encourage each lawyer's individual initiative; (2) provide for the much - needed atmosphere of professional camaraderie so typical in the partnership type of law practice; and (3) plan and implement the financial tools of modern business, without which the best practice can fail.
Michael is also one of the co-ordinating partners for our recovery and resolution planning (RRP) initiative, and so is currently advising a number of global systemically important financial institutions on their RRPs.
He has held legal and compliance roles in the delivery of financial services for international companies that include Foresters Financial, HSBC, Apptical and Canada Protection Plan and more recently is providing compliance expertise in the banking and life insurance space with a focus on digital inifinancial services for international companies that include Foresters Financial, HSBC, Apptical and Canada Protection Plan and more recently is providing compliance expertise in the banking and life insurance space with a focus on digital iniFinancial, HSBC, Apptical and Canada Protection Plan and more recently is providing compliance expertise in the banking and life insurance space with a focus on digital initiatives.
Tags for this Online Resume: Management, Property Management, Acquisitions, Business Development, Development Initiatives, Retail, Financial, Planning, Strategic Initiatives, Accounting
Provided sound financial advice to clients on financial plans utilizing knowledge of investment strategies, finances, insurance and business planning initiatives.
Provided sound financial advice to clients on financial plans utilizing knowledge of investment strategies, securities, insurance and business planning initiatives.
Demonstrated financial leadership as part of the Senior Management initiatives for long term strategy and operational planning of the organization.
Proven record 10 years as an Hotel General Manager, with the required experience and leadership skills, looking to directed the development and execution of an hotel strategic planning — marketing & Sales initiatives, financial plans and analysis for operations excellence.
Specific work elements Leading and managing processes of a strategic advocacy plan; brainstorming with team members at all stages of plan formulation; recruiting and managing advocacy officers; supervising the work of outside consultants and suppliers; setting up financial systems and overseeing project budgets; proposing and lobbying initiatives for the organization; writing, publishing and disseminating advocacy briefs; developing policy work and activities; discussing and implementing organization principles; preparing and marketing proposals for fundraising projects; overseeing the fulfillment of donor - funded advocacy projects; revising policies related to advocacy; and preparing reports, among others.
If you are searching for an experienced, knowledgeable and dedicated Financial Planning and Wealth Management professional who will generate significant insight in client service and support, and develop and oversee successful wealth management initiatives, please contact me to arrange an interview.
Provide sound financial advice to clients on credit plans utilizing knowledge of current lending practices and strategies, finances, and business planning initiatives.
Perform detailed reporting and analyses for budget variances, financial and non-financial measures, and annual strategic planning on all related projects, providing all reporting for accurate project planning initiatives.
KEY QUALIFICATIONS • 2 + year of merchandising and eCommerce experience • Demonstrated ability to communicate and negotiate with merchants and vendors • Strong working knowledge of retail financial principals • Good knowledge of sales forecasting, inventory planning, gross margin and extra retail mathematics and formulas • Self - Starter who take pleasure in taking the initiative • Detail oriented and organized • Quick learner on latest, proprietary systems • Ability to direct all aspects of Purchase order creation
PROFESSIONAL EXPERIENCE Business Analyst — Linn Energy LLC, Houston, TX 2011 — Present Provide analytical and detailed annual profit planning initiatives, and oversee all business unit planning and financial analyses.
-- Supports marketing initiatives by issuing timely policies that minimize risk — Assess mortality of individual life applicants using medical and non-medical records as well as financial information — Serves as an advocate for company growth and profit by extolling strategic business plans and developing partnerships with local market sales personnel
Aspire Financial Services, LLC, Tampa • FL 2009 — 2011 Client Relations Manager Experienced Client Relations Management professional focused on maintaining and retaining prospective and current relationships using e-mail and calling initiatives with plan sponsors, advisors and TPAs working with 401 (k) planning strategies.
Specialties: Process Improvement Clinical Quality Initiatives State Medicaid and Medicare Innovation models like DSRIP, Meaningful Use, HEDIS, PCMH, CCM and Transition of Care Healthcare Information Technology, Financial Analysis Budgeting Strategic planning & Operations and Grant & Report writing
Seasoned Research, Marketing and Financial Analyst with a deep understanding of budget development, forecasting, SOX, strategic marketing initiatives and cutting - edge research and business planning.
AREAS OF EXPERTISE * Account Management * Business Development * Business Coach * Relationship Building * Revenue Growth * Sales Direction & Initiatives * B2B Sales * Training / Mentoring * Technology Road Map * Corporate Finance * Strategic Planning * Operating Infrastructure * Marketing Strategies * Financial Management * Business Processes
Tags for this Online Resume: Management, Financial Industry, Market Research, Planning, Research, ROI, Strategic Initiatives, Managed Care, Marketing Management, Pricing, forecasting, Pharmaceutical
Oversee the planning, logistics and execution of association initiatives, meetings and special events to ensure the achievement of organizational goals and financial objectives.
Plan merchandise flow to drive faster turns and minimize markdowns • Forecast sales by classification to help the Buyers react to weekly trends • Perform trend analysis and adjust the business plans through monthly meetings with the Buyers • Monitor Open to Buy and Liquidity closely to drive business initiatives • Update a variety of financial controls monthly to effectively manage business opportunities and risks • Partne...
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