Sentences with phrase «financial research performed»

It does not entail the legal and financial research performed by an appraiser.

Not exact matches

This year's list is the product of old - fashioned reporting, boosted by data and insight supplied by a trio of independent research firms: Sageworks, which performs financial analyses of privately held companies; Plunkett Research, a business intelligence firm that studies trends affecting the world's most vital industries; and IBISWorld, which provides industry growth figures, five - year revenue projections, employment growth, profit margin averages, and industry competition research firms: Sageworks, which performs financial analyses of privately held companies; Plunkett Research, a business intelligence firm that studies trends affecting the world's most vital industries; and IBISWorld, which provides industry growth figures, five - year revenue projections, employment growth, profit margin averages, and industry competition Research, a business intelligence firm that studies trends affecting the world's most vital industries; and IBISWorld, which provides industry growth figures, five - year revenue projections, employment growth, profit margin averages, and industry competition ratings.

Students spend 18 months identifying ideas, performing market research, conducting patent searches, exploring and building prototypes, running financial analyses and break - evens, all leading up to this competition.

So it's very important to perform research, learn your potential revenues and costs, and provide the most accurate financial model you can create.

DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

There is no requirement to perform comprehensive research or assess complicated financial reports.

Yet when the markets have not performed as well — such as during the 2000 - 2002 tech - market bust and the 2008 - 2009 financial crisis — our research shows that US large - cap active managers outperformed their passive peers by 471 basis points and 100 basis points, respectively.

Mark graduated from Princeton University with a Doctorate of Philosophy (PhD) in Chemical Engineering, performed post-doctoral research in the Center for Non-Linear Studies at Los Alamos National Laboratory and holds the Chartered Financial Analyst (CFA) designation.

Backed by the technology of LexisNexis, a computer - assisted research legal and business tool, the Searchmate team can perform ID checks and financial fraud checks to ensure everyone is who they say they are.

Furthermore, our research shows that board members of higher - performing D.C. charter schools, when compared to those at lower - performing ones, are more knowledgeable about their schools (particularly relative to its performance rating, demographics, and financial outlook), and more apt to evaluate their leaders using staff satisfaction as a factor in doing so.

Australia has performed equal fifth in an international assessment of young people's financial literacy, according to a report from the Australian Council for Educational Research.

As part of its turnover, the board has invested in board training, prioritized financial management, and worked to align its actions with research on high - performing school boards.

Interventions in «low - performing» schools should include coherent strategies that include understanding each school's unique context, strengths, and needs; ongoing professional development for staff; research - based practices; parent, student, and community involvement; and the necessary financial resources to support school transformations from low - performing to high - performing.

For more information on how smart beta strategies performed in different financial regimes, download the research piece or watch our smart beta video series.

On a consulting basis we can perform market research, due diligence and financial structuring for your acquisitions as well.

William Blair Equity Research, which rates the company at «market perform» (hold, essentially), notes that intense competition among telecoms is hurting financial results of late.

The IRI research shows four in 10 Millennials cite trust as their top consideration in choosing a financial adviser, compared with 21 % naming the ability of the adviser to provide services they can not perform themselves as their top consideration.

GRT Financial performs research and refers you to participating Lenders, to whom you deal directly.

«My colleagues and I can not perform our duties if research or testimony provided to us is influenced by undisclosed financial relationships,» Grijalva wrote in his letters, which ask for financial disclosures and information on research grants.

These conflicts need to be made clear, because members of Congress can not perform their duties if research or testimony is «influenced by undisclosed financial relationships,» it says.

My colleagues and I can not perform our duties if research or testimony provided to us is influenced by undisclosed financial relationships.»

This means that NetDocuments users will be able to perform legal research, read news, and access financial and client information while they are working within NetDocuments.

Along with analysis of corporate and public records, we also have developed financial and economic models, as well as performed extensive research on specific industries.

Perform your research and know your financial limitations.

CoinDesk strongly recommends that you perform your own independent research and / or speak with a qualified investment professional before making any financial decisions.

Secondly, the company members will perform joint research on the blockchain application and create collective projects for its testing in the financial sphere.

Common job duties listed on a Purchasing Coordinator resume include researching pricing trends, negotiating prices, performing financial analysis, updating records, and recruiting and training staff.

Conducted company research, preparing a detailed business analysis, conducting management interviews to gain key insight, performing site visits, and identifying operational and financial weaknesses.

Performed complex analytical and administrative support, oversee and conduct research, policy analysis, and budget / financial activities.

Typical work activities of an Author include: securing writing jobs, choosing subject matters, discussing requirements with clients, performing research, revising work, making sure they follow deadlines, submitting materials, attending cultural events, liaising with agents and publishers, and maintaining financial records.

Examples of Business Consultant responsibilities include: discussing requirements with assigned clients, analyzing business practices, performing initial assessments, researching client businesses, reviewing financial systems, running interviews, making recommendations according to client objectives, creating business plans to foster change, helping clients to implement plans, and assisting with any occurring issue.

Typical job duties include researching pricing trends, finding quality products, reducing costs, updating databases, performing financial analysis, managing inventories, and recruiting and training staff.

Twitter is also a setting where many corporations are now releasing their crucial business and financial reports, which provide a goldmine for research when performing due diligence into a potential employer.

• Performed contract research for A.L. Associates, Whitehead Mann and Heidrick and Struggles that included execution of candidate identification for broad based financial services industries.

Support financial reps and clients, manage calendars, perform research, finalize paperwork, and update the contact management system.

• Perform month - end consolidation activities such as accounting for foreign branches and cash flow entries • Oversee the development of monthly management reporting packages including identifying critical forecast gaps • Perform in - depth analysis to ensure completeness and accuracy of statistical data • Evaluate correlation among statistical data and summarize findings across clients and products • Analyze both current and past financial data and performance to help make informed decisions for the future • Explore investment opportunities and provide feedback to management to help them decides which ones to explore further • Create and maintain effective communication with key members to provide information regarding financial closings and deliverables • Research and prepare variance analysis and explanations and report deliverables

Duties Tasks of accounting assistants include verifying accuracy of amounts listed on documents, maintaining various financial records, organizing documents to proper accounts, reconciling bank statements and other records of the accounting / finance department, encoding information into accounting systems or computer programs, compiling routine numerical information, performing research, preparing purchase orders and contract payments, printing and checking details of checks regularly, and recommending changes to finance - related department / company policies and practices.

The accounting clerk will be responsible for the data input of accounts payable, research and investigate invoice discrepancies, assist the Controller in reconciling balance sheet accounts, perform analytics on income statement accounts, assist in preparing daily / weekly operational updates to management, assist in the preparation of internal monthly financial statements, assist the Controller with YE reporting for tax purposes and ad hoc projects from the Controller and CEO.

NCR, Trenton, NJ (2005 - 2010) Assistant Supply Chain Analyst • Assisted in developing and interpreting queries and results of data analysis • Performed complex studies across financial management, order fulfilment and procurement arenas • Conducted independent assessments of values, strengths and weaknesses of competing processes • Tracked metrics and identified leading indicators and ensured that results were reported in a time efficient manner • Conducted research to determine industry trends in supply chain management and created correlating reports

• Successfully organized a world tour spanning 85 countries, and exceeding the celebrity's financial goals • Restructured the celebrity's personal life, by finding and employing appropriate household staff for a recently bought mansion • Provided tour support by performing extensive research of city and venue and ensure that photographers capture behind the scene happenings and the main event • Updated celebrity's statuses (for events and otherwise) on social media channels such as Facebook, Twitter and Instagram • Handled celebrity's business with publicists, reporters, agents and business managers in person and over the telephone and email • Ensured celebrity's safety and wellbeing throughout the day, especially during public appearances

Terracon — Wilmington, DE May 2012 — Present Legal Administrative Assistant • Prepare legal documents for court cases • Research old cases for precedents and new ones for facts • Organize records and perform filing work • Populate and maintain the database • Coordinate travel and maintain to - do lists • Run financial reports as requested • Create and maintain spreadsheets • Process incoming communication

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

• Assisted in determining financial solutions for new clients intending to invest in the stock market • Performed research and analysis on current viable stocks and provided information to clients on whether they should invest or look for other opportunities • Provided clients with information on stock market trends and fruitful stocks to invest in • Handled clients» hedging and carry - over trading needs by providing them with information on ways of investing through these avenues • Indulged in buying and selling activities on behalf of clients by following designated buy / sell protocols • Provided confirmation to clients regarding executed orders and assisted in creating and distributing execution reports

Perform thorough credit analysis, research client financial histories, and review account client status.

Performed, researched, recommended market channels for clients / general media, on economic and financial forecast using econometric models.

Performed financial analysis reports of commercial real estate borrower's financial statements lease reviews and market research.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner

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 oFinancial 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 ofinancial 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 ofinancial 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 ofinancial 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 ofinancial 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 ofinancial 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 ofinancial 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

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortFinancial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial plans and develop investment allocation strategies for high net worth clients

Championed the role of an Internal Processing Auditor (IPA) Quality Control Coordinator reviewed the auditors findings and proposals and the analyses prepared by the financial, facilities and public housing analysts to ensure all the recommendations were satisfied and supported by the appropriate documentation; Carried out environmental reviews on suggested activities; performed work in accordance with HUD Form 4128, researched property information and location details, FEMA maps, surrounding property characteristics, historical data to ensure all proposed activities were in compliance with environmental regulations; recognized non-categorical and categorical activities in order to determine the appropriate type of review, in accordance with HUD regulations; prepared official communication to public housing authorities.