Financial Policy -
The financial policies of an organization which caters the possibility of success of an organization are managed by a team of management.
They supervise record keeping, financial reports and sets
the financial policies of the organization.
Not exact matches
Important factors that could cause our actual results and
financial condition to differ materially from those indicated in the forward - looking statements include, among others, the following: our ability to successfully and profitably market our products and services; the acceptance of our products and services by patients and healthcare providers; our ability to meet demand for our products and services; the willingness of health insurance companies and other payers to cover Cologuard and adequately reimburse us for our performance of the Cologuard test; the amount and nature of competition from other cancer screening and diagnostic products and services; the effects of the adoption, modification or repeal of any healthcare reform law, rule, order, interpretation or policy; the effects of changes in pricing, coverage and reimbursement for our products and services, including without limitation as a result of the Protecting Access to Medicare Act of 2014; recommendations, guidelines and quality metrics issued by various organizations such as the U.S. Preventive Services Task Force, the American Cancer Society, and the National Committee for Quality Assurance regarding cancer screening or our products and services; our ability to successfully develop new products and services; our success establishing and maintaining collaborative, licensing and supplier arrangements; our ability to maintain regulatory approvals and comply with applicable regulations; and the other risks and uncertainties described in the Risk Factors and in Management's Discussion and Analysis of Financial Condition and Results of Operations sections of our most recently filed Annual Report on Form 10 - K and our subsequently filed Quarterly Reports on For
financial condition to differ materially from those indicated in the forward - looking statements include, among others, the following: our ability to successfully and profitably market our products and services; the acceptance
of our products and services by patients and healthcare providers; our ability to meet demand for our products and services; the willingness
of health insurance companies and other payers to cover Cologuard and adequately reimburse us for our performance
of the Cologuard test; the amount and nature
of competition from other cancer screening and diagnostic products and services; the effects
of the adoption, modification or repeal
of any healthcare reform law, rule, order, interpretation or
policy; the effects
of changes in pricing, coverage and reimbursement for our products and services, including without limitation as a result
of the Protecting Access to Medicare Act
of 2014; recommendations, guidelines and quality metrics issued by various
organizations such as the U.S. Preventive Services Task Force, the American Cancer Society, and the National Committee for Quality Assurance regarding cancer screening or our products and services; our ability to successfully develop new products and services; our success establishing and maintaining collaborative, licensing and supplier arrangements; our ability to maintain regulatory approvals and comply with applicable regulations; and the other risks and uncertainties described in the Risk Factors and in Management's Discussion and Analysis
of Financial Condition and Results of Operations sections of our most recently filed Annual Report on Form 10 - K and our subsequently filed Quarterly Reports on For
Financial Condition and Results
of Operations sections
of our most recently filed Annual Report on Form 10 - K and our subsequently filed Quarterly Reports on Form 10 - Q.
Investor Environmental Health Network is a collaborative partnership
of investment managers and nongovernmental
organizations concerned about the
financial and public health risks associated with corporate toxic chemicals
policies.
Integrating the fields
of finance and business economics finance, its faculty surveys both theoretical and applied concepts in the related areas
of corporate business economics finance, investments, speculative and
financial markets, real estate, insurance, banking, industrial
organizations, and public
policy towards business.
When the church is consumed and possessed by mortgages, capital campaigns, membership numbers, qualifications for membership or deacon or elder, the variety and format
of financial reports, redecorating, ordination
policies, the proper delineation
of committee responsibilities, the aggregation and strengthening and protection
of church hierarchical authority, the preference for political associations and prominence instead
of being a voice and influence for justice and compassion, seasonal vestment colors, the abandonment and refusal to acknowledge congregations who dare to be excited by their proclaiming and provoking and living and sharing the Good News, the continual choosing and preoccupation with better
organization over better outreach, or what styles
of worship are to be offered — then it is time for an earth - shaking, stone - rolling, curtain ripping, hurricane - strength, fiery and noisy transformational revolution that will resurrect the Good News in the body and spirit
of communities and individuals.
The Community Advantage Program is made possible through a partnership between the Center for Community Capital at the University
of North Carolina at Chapel Hill (a leading research and
policy organization), Self - Help (a leading Community Development
Financial Institution), the Ford Foundation, and Fannie Mae.
Work with other administrator
organizations and the National
Policy Board for Educational Administration (NPBEA) to seek the necessary
financial support, personnel, and resources to bring a voluntary system
of advanced certification to fruition.
But as documented by Carl Davis
of the Institute on Taxation & Economic
Policy, and as advertised by
financial advisors and the scholarship
organizations themselves, in 10
of these states there is a quirk that allows individuals to turn a profit on their donations.
Think Tanks: The National Education
Policy Center publishes a new research brief by Bruce Baker and Gary Miron detailing «some
of the prominent ways that individuals, companies, and
organizations secure
financial gain and generate profit by controlling and running charter schools.
It is our goal to provide
financial leadership to the Chicago Board
of Education according to government regulations, Board
policies and sound
financial practices; to maintain the fiscal integrity
of the
organization; to develop internal and external partnerships; to educate students in a safe and well - rounded environment; and to work with leaders at the federal, state, and local levels to ensure adequate funding and support for educational initiatives.
In each
of the past 15 years, the Public
Policy Forum has surveyed nonprofit leaders in southeast Wisconsin to gain insight into the
financial health
of their
organizations and their success in generating support from philanthropic and government...
Disclosure: The Texas Public
Policy Foundation and Moak, Casey & Associates have been
financial supporters
of The Texas Tribune, a nonprofit, nonpartisan news
organization that is funded in part by donations from members, foundations and corporate sponsors.
Liability is a
policy in
financial accounting that defines the share that a particular
organization will pay from the profits / benefits in future to the other
organization or individual because
of past transactions and events.
Friends Forever Society Naming the Florida Keys SPCA in your will, estate plan, or life insurance
policy demonstrates your lasting commitment to animal welfare and helps assure the future
financial health
of our
organization for years to come.
Many
of his works attempt to expose the connections between money, politics, and art — for instance, corporations»
financial support
of museum exhibitions as a means
of whitewashing politically questionable
organization policies.
Our conflict
of interest
policy is long but clear: We do not publish reviews regarding an artist with whom the writer has a close personal relationship; the work
of an artist, gallery, or institution with whom the writer has a current or previous
financial relationship or internship; any gallery that represents his / her work; any gallery institutionally related to the
organization employing the writer; or a colleague in the institution employing the writer.
A new report «Mapping REDD + and Land Use
Financial Flows in Brazil» by research
organizations Forest Trends and IDESAM shows how over US$ 2.2 billion in REDD + funds have been used by Brazil to implement deforestation
policies, and highlights new ways to make these investments more effective at reducing emissions, including by making payments directly available to the stakeholders who are implementing the deforestation
policies such as subnational governments, farmers, local communities and indigenous Peoples
of the Amazon.
... The NIPCC gives the following sensible
policy advice: (1) «Policymakers should seek out advice from independent, nongovernment
organizations and scientists who are free
of financial and political conflicts
of interest.»
Since the United Nations has accredited and enlisted numerous non-governmental and inter-governmental
organizations to assist in the implementation
of its
policies relative to Agenda 21 around the world and in the United States, the State
of Florida and all
of its political subdivisions may not enter into any agreement, expend any sum
of money, receive any funds, receive any grants, or receive any contracting services, or giving
financial aid to or from those United Nations non-governmental and inter-governmental
organizations as defined in Agenda 21 or any
of its ancillary programs.
Among other responsibilities, GBLS board members determine organizational goals and
policies and oversee the overall
financial management
of the
organization.
The ACLCO
Financial Management
Policy ensures that the Executive
of the ACLCO and its officers exercise their fiduciary responsibilities as trustees for the
organizations funds.
In a nutshell, it's telling you that the underwriter
of the
policy has a strong
financial outlook for the future, as defined by an independent rating
organization.
Even though many travel insurance
policies will cover supplier failure, they do not cover the
financial failure
of the
organization that sells you the insurance.
In addition to offering
financial protection through its insurance
policies, Aflac has provided funds and sponsorship to a variety
of organizations over time.
Prudential
Financial, one
of the largest life insurance
organizations in the U.S., sells no - lapse universal life
policies that are competitively priced in today's market.
Despite the
financial protection that life insurance provides, less than half
of Americans have an individual
policy, according to polling data from research
organization LIMRA.
That is why this particular
policy is designed for providing those who may need
financial support following the passing
of both
of the insureds, such as children, a trust, or a company /
organization.
Because securing the future
of your
organization is so important, a lot
of insurance companies offer «key man» insurance
policies, which are specifically designed to protect the
financial future
of your
organization.
Time constraints and
organization of itinerary are huge components when it comes to planning an organized travel tour so should anything unexpected occur within the group such as a cancelled flight, illness or injury, loss
of baggage, or detrimental weather conditions that could interrupt your trip plans, having all
of your travelers under one group
policy can protect you from any
financial burden or personal liability as a result.
AM Best, an
organization that rates the
financial strength
of companies in the
financial services industry has rated Sun Life Insurance with «A +» which means that it has a superior capability to meet its
financial obligations with its
policy holders.
I would like to use this opportunity right now to call on the investment community and the advocacy community around digital currencies to create some type
of self - regulatory
organization that can develop standards around cyber
policies, data retention, record keeping,
financial records obligations, insider trading, ethics, codes
of conduct.
Once you look at the
financial implementations
of not doing employee background screening versus having a good screening program in place, you will realize that it is quite financially significant for an
organization to have these
policies in place.
Ensure that the billing department complies with the
financial policy and procedure
of the
organization
Worked as an account manager in this
financial organization and handled a team
of 12 employees from the accounting department, responsible for following duties: supervising team and their work efficiently, preparing new strategies and
policies for the department, motivating the team in achieving objectives
of the
organization, preparing
financial statement and reports and sending them to the senior authority
With my strong knowledge on
financial management and tax refund
policies I want to secure a position
of tax consultant in a repute
organization.
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.
As a chief, he / she has to ensure that all the regulations and
policies are followed while preparing the account books and all errors are rectified in order to provide accurate figures regarding the current
financial status
of an
organization.
Anti money laundering
policies are implemented by
financial institutions and regulatory bodies to keep a check on the
organization's operations and ensure they display the true
financial position
of the
organization.
A profit centre manager's job is based on developing the strategies to maximize the profit levels
of the
organization, hence it should be clearly mentioned in the resume that the how the candidate will analyze the information and current market conditions to develop the business
policies for the
financial development
of the
organization.
I want to use my specialized knowledge and experience as profit centre manager based on expertise to formulate the
policies for the
financial growth
of the company along with retaining and further developing the customer base
of the
organization.
Possessing great insight into
financial policies and procedures, I will be able to provide your
organization with sound accounts and payments processing services, with a particular focus on accuracy and integrity
of data.
To work in the
financial services industry where I can exercise my knowledge in the field
of finance and implement new
policies and procedures for the benefit
of the
organization.
• In depth knowledge
of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments
of invoices • Hands on experience in generating
financial statements and reports in order to detail the status
of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge
of evaluating patients»
financial statuses and designing appropriate budget plans • Functional knowhow
of reconciliation
of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge
of ICD - 9, CPT and HCPCS • Sound knowledge base
of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability
of handling billing discrepancies in accordance to the rules and regulations
of the
organization • Comprehensive understanding
of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge
of Medicare and Medicaid
policies • Keen knowhow
of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedures
A retail marketing job is based on developing the strategies to maximize the profit levels
of the
organization, hence it should be clearly mentioned in the resume that the how the candidate will analyze the information and current market conditions to develop the business
policies for the
financial development
of the
organization.
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
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
Non-Profit Program and Operations Coordinator — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various program administration functions, overseeing operations and ensuring both efficient organizational communications and processes Collaborate in all phases
of strategic planning with other members
of management team, including program mission, marketing and public relations, vendor and volunteer management, member services and systems implementation Demonstrate leadership with respect to program direction, fundraising strategies and project management Provide continuous assessment
of key considerations, potential issues, and the utilization
of available resources, while furnishing oversight and guidance regarding effective donor recruitment and recognition strategies Perform needs - based and situational assessments
of policies and procedures to evaluate program effectiveness, improve operational efficiency, manage and reduce costs, and promote both staff and member satisfaction Utilize talent among team members with focused training efforts, effective collaboration and the promotion
of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution
of all related administrative and
financial aspects
of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the
organization and maintenance
of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes,
policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation
of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge
of related products, services, techniques and relevant tools
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and
financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects
of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases
of staff recruitment while creating and implementing all HR
policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance
policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects
of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association
of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases
of event planning and implementation for a membership - driven
organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference
of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and
financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing
of attorney authorizations, the preparation
of legal assistance letters, and liens on cause
of action • Served as second point
of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent
of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive
financial documents, receipts and invoices on a daily basis, providing
organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation
of current accounting
policies and procedures, providing thorough presentation on the potential positive and negative impacts
of any modifications to present strategies Facilitate the efficiency and implementation
of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current
financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects
of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge
of the Internal Revenue Code, IRS, SOX, audit executions, strategy development,
financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans -
of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and
financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes
of conduct, applicable rules and regulations, laws and other relevant benchmarks