Sentences with phrase «financial projections for»

Build Excel / VBA - based Long Term Care product model to incorporate a new coinsurance agreement, used for financial projections for a $ 2 billion line of business

Prepared budget and financial projections for international trade division.

Created quarterly reports for clients that required: balanced general ledgers, reconciled commissions due, reconciled credit cards, reconciled road cash, created personal spending reports and financial projections for upcoming quarters, ensured balance sheets and income statements were accurately prepared and created tour budgets for clients

I often think their projection is too bullish, but the point is to give a common set of factors off of which to base financial projections for the companies that they follow.

[Box 29] Board of Directors, actions, 1973 - 1981 University Club Meeting, New York, 7 Sept 1982 Board of Directors, memos, 1981 Board of Directors, memos, 1982 Board of Directors, memos, 1983 - 1985 First presentation to Board, June 1980 Presentation to the Board, 11 April 1981 Board of Directors meeting, 12 - 13 June 1981 Board of Directors meeting, 16 October 1981 Board presentation, December 1982 Board presentation, March 1983 Board of Directors meeting, December 1983 Executive Committee meeting, 16 February 1984 Board of Directors meeting, 24 May 1984 New Building Correspondence, Jan 1977 - Aug 1981 William T. Golden, correspondence re relocation, 1978 - 1982 Financial projections for new building, Touche, Ross and Co., 1979 - 1982 Tax impact of new headquarters, 1981 Real estate, Financial impact of new headquarters (misc.

They also asked that the City make the ferry service permanent by baselining funds for the ferry in the budget's financial projections for future years.

Calling financial projections for the project «rosy,» Alderman Bob Donovan...

Financial projections for three years showing what you expect revenue and expenses to be and demonstrating that operations will be able to repay the proposed loan

But you will need to come up with an investor presentation in addition to the typical business plan and financial projections for loan applications.

Financial projections for three years showing what you expect revenue and expenses to be.

Financial projections for three years showing what you expect revenue and expenses to be, and demonstrating that business operations will be able to repay the proposed loan

If I have modeled financial projections for several previous companies, ask me for help in modeling yours (if relevant).

Your banker will probably ask you to provide financial projections for the business.

Each has carved out a niche for themselves and seems keen to continue to innovate in order to continue the market growth and allow healthy financial projection for the industry and the outlying sectors that feed into it.

«If we're dealing with management on a possible transaction and they are not comfortable opening up the books to us and letting us understand what their current financial situation is and financial projection for the future, then we just move on to the next guy,» Whitehurst says.

Not exact matches

Investors, for instance, will want to see your financial projections, whereas employees might be more concerned with the organizational structure of your company.

Many businesses use spreadsheets for financial management, financial projection, and accounting.

What to include: Business plans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five years).

Therefore, it's up to the entrepreneur to develop a process for valuing the company based on comparables and financial projections.

Dividing shares isn't specifically about the financials or the numbers inside financial tables because the financial projections in a normal business plan will include a single number for the total dollars invested called «paid - in capital.»

The first financial projection within the business plan must be formed utilizing the information drawn from defining the market, positioning the product, pricing, distribution, and strategies for sales.

Beyond those basics, you'll get approved more readily and with better terms if you give the banks precisely what they need to make a decision: tax returns and audited (if possible) financial statements (P&L, balance sheets and cash flow) for the year to date and the previous three years; monthly statements for the previous 12 months; a business plan explaining what you do, how you do it and why your company would be a good risk; a detailed projection showing how you will generate the funds to pay down the line; and a backup plan (collateral) to repay the bank if the projections don't pan out.

But by April, Financial Times reported that BuzzFeed had missed its own revenue target for 2015, and halved its projection for 2016.

«It will reflect poorly on you if you come in to the bank asking for $ 50,000, then they ask you to create a cash - flow projection and you find out that you actually need $ 100,000,» says Adam Hoeksema, co-founder of Muncie, Ind. - based ProjectionHub, a Web app to help entrepreneurs make financial projections.

-- For financial projections, focus on budget versus actual.

Dig Deeper: Running a Franchise Evaluating a Franchise Business Plan: The Basics As with any business plan, you should expect to see several sections laid out in a franchise plan, including most vitally an introduction (or abstract), a management overview, a marketing strategy, detailed financial projections, and the financial requirements for investing in a purchasing a franchise.

Aikins Venture Capital provides all estate contracts for the buying and selling of properties, as well as necessary accounting and financial projections.

According to most of the projections I've seen, my home is expected to rise in value 5 % a year for at least the next year or two due to the severe devaluations the market saw during the financial crisis.

As the lender, you'll review the business plan and financial projections of the new owner as well as be able to ask him or her detailed questions about their plans for new operations.

We expressed similar concerns (and projections of potential loss for the S&P 500) in 2007, which were validated in the financial crisis that followed.

However, given the uncertainties caused by the financial crisis, the Harper Government introduced the «risk adjustment factor» in its October 2010 Update of Economic and Fiscal Projections, whereby the average of the private sector economic forecasts for nominal GDP was adjusted downwards for fiscal planning purposes.

The teams also employed financial tools such as Monte Carlo simulations, to make accurate projections of growth for both currencies over the next five years.

In consultation with a divorce financial planner, who can assist you in gaining financial control from possible economic uncertainty, account for budgetary projections and calculate what realistic financial resources you will have to pay for your retirement.

Second, make sure to thoroughly prepare for the process by putting together a solid business plan with sound financial projections.

The Update and the Annual Financial Report list a number of accounting changes and accrual adjustments affecting the outcome for 2009 - 10 and projections for the outer years.

From 1990 to 2005, he was Director Fiscal Policy Division Department of Finance, responsible for overall preparation of the federal budget; preparation and assessment of medium - and long - term projections of federal revenues and expenses and implications for fiscal policy; analysis of fiscal conditions at both the federal and provincial levels; evaluation of various budget proposals; preparation of monthly Fiscal Monitor; with the Office of the Comptroller General (OCG), assessing and evaluating accounting standards proposed by the Public Sector Accounting Board (PSAB) of the CICA and recommending changes in government accounting policies; with the OCG, responsible for implementation of accrual accounting for the federal budget and the government's financial statements.

The governor, who likes to boast of getting budgets adopted before the March 31 end of the fiscal year (which is not required by law), maintained his perfect record of never once meeting the Oct. 30 statutory deadline for filing the latest quarterly financial report, which is supposed to summarize the state's actual financial experience during the first six months of the year and to update projections for the next four years.

* The relevant language reads as follows: Quarterly, throughout the fiscal year, the governor shall submit to the comptroller, the chairs of the senate finance and the assembly ways and means committees, within thirty days of the close of the quarter to which it shall pertain, a report which summarizes the actual experience to date and projections for the remaining quarters of the current fiscal year and for each of the next two fiscal years of receipts, disbursements, tax refunds, and repayments of advances presented in forms suitable for comparison with the financial plan submitted pursuant to subdivisions one, four, and five, of section twenty - two of this article and revised in accordance with the provisions of subdivision three of this section.

Quarterly, throughout the fiscal year, the governor shall submit to the comptroller, the chairs of the senate finance and the assembly ways and means committees, within thirty days of the close of the quarter to which it shall pertain, a report which summarizes the actual experience to date and projections for the remaining quarters of the current fiscal year and for each of the next two fiscal years of receipts, disbursements, tax refunds, and repayments of advances presented in forms suitable for comparison with the financial plan submitted pursuant to subdivisions one, four, and five, of section twenty - two of this article and revised in accordance with the provisions of subdivision three of this section.

Except for historical information contained in this press release, the matters set forth herein including, but not limited to, any projections of revenues, earnings or other financial items; any statements concerning our plans, strategies and objectives for future operations; and any statements regarding future economic conditions or performance, are forward - looking statements.

It wasn't widely known that SUNY Poly had failed to complete the financial projections needed for the loan until state Comptroller's Thomas DiNapoli's office issued a memo late last month asking a state control board to postpone the approval of a separate $ 38.5 million grant for SUNY Poly.

Since the legislature is responsible for adopting the Ulster County budget, an effective legislator must have the skills to understand and question financial figures and projections.

«Based on the Mayor's latest financial plan and our current revenue and spending projections, the city's budget shortfalls have shrunk considerably and the gap for the upcoming fiscal year appears manageable compared with past challenges,» the report reads.

In this way, projections would contain sufficient information for risk analysts to provide more informed recommendations to financial decision makers.

[BOX 3: Grants and Contracts] Financial Statements, 1957 - 1959 Financial Reports, 1957 - 1959 Financial Statements, 1958 Financial Reports 1960-1961 1962 1963 1964-1965 1966-1967 Report on Review of Source Data Preparation for Accounting Purposes, Oct. 1961 AAAS Budgets, 1968 - 1969 Financial Reports, 1968 - 1969 Financial Statements and Accountant's Opinion, 1969 Financial Statements and Accountant's Opinion, 1970 Financial Reports, 1970 - 1971 Financial Reports, 1972 Financial Reports from Operations, 1979 Budget Proposal for Fiscal Year 1974 and Projections to 1963 Report for Examination of Financial Statements and Additional Information, 1983 - 1984 Closed out Funds and Stocks AAAS Grants Committee, 1955 AID Audit - Mexico City, 1974 Asia Foundation, 1955 - 1975 Boston Concerts Carnegie Corp. - Grant to AAAS for Science Teaching Improvement Program Graham Chedd - Contract [3 folders], 1973 - 1977 DOS - AID Irene Tinker, 1973 - 1977 RISM Research for the Study of Man, 1973 - 1977 Smithsonian, 1971 - 1977 Audit, 1973 - 1977 Close Out, 1976 - 1978 GE Grant - Regional Consultants on Science Teaching, 1956 Gordon Marshall, Exhibits Contract, 1952 National Endowment of the Arts, 1973 NSF Grant - Soviet Science, 1952 Training Talented Students, 1955 Travelling High School Library, 1956 Gordon Conference on Teacher Education, 1956 Junior Academies Workshop, 1957 Proposal to NSF for Development of Science Teaching Materials for Elementary and Junior High Schools, 1961 Progress Report to the NSF on the Holiday Science Lecture Program, 1963 Proposal to the NSF for 1964 Visiting Foreign Staff Project, 1963 NSF - US - Japan Comparative Science Program, 1963 NSF - US - Japan Cooperative Science Program, 1964 WGBH, 1972 Willis Shapley, Contract Agreement, Oct. 1978 DHEW - Barrier Free Meetings, Oct. 1977 CBS News - Conquest Program Series, 1959 MISCO Contract - original, 1972 Basic Books Publishing - New Roads to Yesterday, 1963 - 1966

Multi-year financial projections that include estimates for state assistance and local tax revenue based on subscriber supplied data

Finance Budget Projections and Cash Flow; Monitoring your Financial Statements; Cost - saving Success Stories; Audits; Finance Options for Charter Schools; Categorical Programs and Grants; Strategic Planning; Procurement; Local Control Funding Formula

Scott Gralla described a five - year projection for the financial health of this generic Wisconsin school district, based on current assumptions, in blunt terms: «In four years, this district will be insolvent.»

In a letter to the Academies Enterprise Trust (AET), EFA director for academies and maintained schools Sue Baldwin said she had «significant concerns about the volatility shown in the series of financial projections» provided by the trust.

Documentary evidence that may be requested for each project includes: audited financial statements, updated budget and cash flow projections, audit reports, sources and uses of funds, coverage ratios, project schedules, operating statistics, and management updates (no more than 180 days following the borrower's fiscal year - end).