Sentences with phrase «financial planning staff»

Not exact matches

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

The department provides corporate services, including general and financial administration, staff certification, research, planning and evaluation, human resources and school athletics.

This portal serves as a centralized source for quick access to financial information and budgets, public meetings and agendas, tax information, strategic plans, staff contact information and more.

He indicated that the Finance and Economic Planning Ministry, had given financial clearance for the recruitment of teaching and non-teaching staff for those new schools.

Compared to the numbers in the DOB's August financial plan update, the comptroller's staff projects that state operating funds receipts will be a net $ 1.8 billion lower in the current fiscal year, which ends March 31, and $ 2.8 billion lower in 2018 - 19.

The district's staff developed a four - year financial plan that shows school lea...

Exchange participants were able to ask about reclamation plans and financial assurance at their meeting with Kamgold staff.

The Kamgold staff in attendance at this meeting was not familiar with the either the tailings facility design and construction specifications, or reclamation plans and financial assurance commitments that the exchange participants sought to discuss.

In my view it is enormously valuable to have a teacher within the school itself to coordinate rehearsals and events, liaise with other staff, follow up on children who have missed lessons (finding out if there is an underlying financial or family problem of some sort), meet with parents at the regular parents» evenings, arrange for permission slips for an event, work with the drama specialist / enthusiast on plans for a musical.

Financial tips and tricks for today's educators and education sector staff by the Financial Planning Association of Australia.

PAI has staff and partners experienced in diverse facets of school management, including legal affairs, financial management, strategic planning, business development and coaching.

Require schools to provide all students with supportive staff to help them construct realistic schedules and financial plans, and ensure that they are screened for eligibility for all forms of financial aid and public benefits each year to support their college attendance.

This had led to some schools to ask parents to make unjustified and discriminatory financial contributions to school funds, whilst also planning to cut the jobs of teachers and support staff, it said.

Further, county staff said the petition presented a sound educational program with a realistic financial and operational plan, meeting legal requirements to establish a charter.

Layoffs (i.e. staff reduction), on the other hand, are regulated by the HSTA (teachers union) contract and are not tied to performance, but rather the school's academic and financial plans.

Both financial and human resources - including the cost of reallocating staff time from other duties - must be taken into account in the program planning and funding strategy.

The details were daunting: the budget deficit was projected to reach nearly half a billion dollars in three years; a district audit showed LA Unified debt outstripped assets by $ 4.2 billion; unfunded pensions topped $ 13 billion and have more than doubled since 2005; per - pupil funding had doubled but the district still faces financial crisis; and plans for a turnaround included boosting enrollment but not cutting 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.

She contributes to Center development through building staff capacity and oversees operational, financial, and planning aspects of the Center.

We provide a tool to calculate the affordable level of teaching staff, and templates to produce a Financial Sustainability Plan over a five - year period; the tools form a set of appendices to the plPlan over a five - year period; the tools form a set of appendices to the planplan..

The David Ross Education Trust (DRET) has admitted facing «financial challenges» as it consults on plans to cut up to 40 support staff jobs across its schools.

2-23-2016 Regular APPROVED Board Meeting Agenda Approval of Minutes 3-13-2015 Board Meeting minutes APPROVED 12-08-2015 Annual Board Meeting minutes APPROVED 12-08-2015 Board Meeting minutes APPROVED President's Report ACES - BOD REPORT FEBRUARY -2016-02-21 Staff Reports Public Records Request Policy Student Record Policy Local Control and Accountability Plan Survey ACES SARC 2014 - 2015 TAS 2014 - 2015 SARC WAHS SARC 2014 - 2015 ACES Safe School Plan Feb 2016 TAS - WAHS Safety Plan 2015 - 2016 LAUSD Compliance Documents ACES 1 Food Service Update - 1-21-2016 ACES 2 Food Service Update - 1-21-2016 TAS WAHS Food Service Update - 1-20-2016 Facilities Update Finance Committee Reports Form 990 & 199 Financial - Statements - for -7-months-ended-1-31-16 FY16 2nd Interim Accelerated Elementary (2013) R FY16 2nd Interim Accelerated Charter (2015) R FY16 2nd Interim Wallis Annenbrg HS (8828) R

Beginning with a comprehensive overview of inclusive education, this book provides a context for discussions of theoretical and practical aspects: planning, implementing, and evaluating inclusive education; financial and legal concerns; family partnerships; interagency collaboration; and staff developmental activities.

All board members contribute to IBPA by promoting its programs, generating goodwill for the organization, creating and reviewing strategic plans, setting and adjusting long - term priorities, monitoring the management of financial resources, growing the membership, and supporting the staff.

Whether it's working with schools to open in - school branches, hosting a financial planning seminar, or offering ID - theft prevention tips at a branch, credit union staff members share their knowledge with the community.

January 1992 by AAII Staff How should you select a financial planning adviser?

July 2002 by AAII Staff Estate Planning: An up - to - date estate plan maximizes the chance that your wishes with respect to both medical and financial affairs will be carried out in the event of your death or disability.

Reputable debt consolidation firms are staffed with trained professionals who will provide you with individualized attention, and who will help you to develop a plan for your financial situation.

You'll find topics such as planning, marketing, financial management, innovation, employing staff and exporting, just to name a few.

Additionally, a 0.50 % fee along with a $ 100,000 minimum balance allows you to sign up for the Betterment Premium plan for unlimited access to Betterment's support staff of financial experts.

To find out whether the college you plan to attend participates in a QTP, ask the financial aid or admissions staff.

1) You have financial problems resulting in key staff for this project being laid off 2) For the next 13 months (15 months past schedule) your plan is to work on PvP 3) Beyond 13 months (beyond 15 months past schedule) you plan to begin work on the single player

As part of its expansion plans Moore Blatch solicitors, which employ 300 staff and reported over # 20 million turnover in the last financial year, will be moving from its two central Southampton offices, one on The Avenue and one on London Road, to the prestigious Gateway House building in Chandlers Ford.

Bates Wells Braithwaite is a central London professional services consultancy (ABS) with over 250 staff, combining a top legal practice with services in impact measurement, outcomes - based planning and strategy, and financial services regulatory compliance.

A clerk now, especially at senior level, has to be a well - rounded business professional, covering a multitude of roles that includes: marketing and business development; key account management; client relationship management; financial management; sales and promotion; practice development and planning; and staff management.

Employers search for adaptable, cost - effective plans that permit the broadest possible insurance selections for their employees and dependents, to supply group rates and to lessen the financial pressures on their staffs.

Requirements include $ 7.5 million in minimum capital, access to additional capital based on a state solvency review, a business plan that shows adequate support staff, and systems to collect premiums, pay claims and provide customer service, said Caleb Buhs, public information officer with the Michigan Department of Financial and Insurance Services.

Tags for this Online Resume: Market Research, Process Improvement, Research, Business Acumen, Data Analysis, Financial, Financial Reporting, Financials, Merchandising, Product Development, retail manager, automotive, P&L Management, Strategic Planning, Leadership and Training, Staff Development, revenue growth, sales, management, manager, auto parts

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

Speculative applications are particularly useful for actuarial, financial planning and insurance loss adjusting roles because there are several companies in the UK that offer these services but don't recruit staff through a typical graduate scheme.

Strategic Financial Planning Process Improvement Pricing Financial Reporting Financial Modeling / Analysis Budgets Forecasting Internal Controls SAP Oracle MS Office suites (Excel) Variance Analysis Staff Planning

Increased revenue from $ 50M to $ 150M over 3 years by developing financial plans that expanded internet consulting to 4 regions, doubled staff to 400 employees and created a national organization.

It involves customer dealing, staff management and some financial planning.

Strategic Planning & Implementation • Business Development • Account Management • Business Requirements Analysis Client Relations Management • Staff Development • Financial Management • Process Improvement • Program Development Forecasting & Budgeting • Organizational Development & Leadership • Variance & Trend Analysis

Management of: office staff and training, treatment planning, financial advisement, monthly budget, office accounts (payable / receivable), maintaining office files, ordering inventory and supply, interviewing applicants (doctors / and basic staffing), conducting monthly staff meetings and employee evaluations, debt collection, and resolving all customer service related issues.

Organizational Leadership • Staff Management • Business Development • Financial Modeling • P&L Management Strategic Planning & Implementation • Market Profiling • Channel Recruitment • Operations Management • Public Relations • Advertising • Sales & Marketing • Business Development • HR & Administrative Functions • Staff Training & Development • Product Positioning & Development • Process Improvement • Accounting & Finance

This cover letter was written by ResumeMyCareer's staff of professional resume writers, and demonstrates how a cover letter for a Financial Planning Wealth Management Cover Letter Sample should properly be created.

Kirlin Securities, San Francisco • CA 5/2000 — 5/2001 VP, Investments Managed sales team and conducted monthly meetings with junior account staff for a boutique investment house providing personal financial planning for a broad client base.

Core Competencies Organization Leadership • Client Relations Management • Marketing Strategies • Program & Project Management • Financial Analysis • Forecasting • Strategic Planning & Implementation • Staff Management & Development • Business Development

Actively involved in all daily hotel operations, including financial planning, hiring, staff management and customer relations policies.