Sentences with phrase «financial software tool»

Not exact matches

Typically, these tools can automatically import financial data from QuickBooks or other accounting software, and create automated, simple reports to show you where a business stands at a glance in relation to forecasts and goals.

More sophisticated — and more costly, at $ 13,000 and up for a software license — security tools such as Cloakware, Cyber-Ark, and e-DMZ Security can bar an employee from using the same password for, say, logging in to e-mail as for checking the company financials.

Our stock analysis tools and software dig deep into the financial footnotes for you to provide detailed reports effortlessly.

Financial services is seen as one of the main industries that will benefit from artificial intelligence tools and many of the biggest firms, such as Merrill Lynch, are working on their own artificial intelligence based software.

FundThrough uses state - of - the - art technology to connect directly with those financial tools a business owner like Ekram is already using, such as QuickBooks accounting software and her business bank account.

Accounting software is a set of tools and applications that streamline financial processes to help businesses and organizations manage their accounting activities.

The new HCSS Accounting software is the UK's first online school financial accounting package and has extensive functionality from day - to - day accounting tools to complex reporting, and can be exclusively customised for an individual school or academy.

With online banks, online brokers, free personal finance tools, sites and other desktop personal financial software products to compete with, Microsoft Money could no longer compete in the budget software marketplace, but hopefully the alternatives we've provided will make for good replacements.

Silicon Cloud Technologies, LLC specializes in software solutions for investment research and analysis, portfolio management and financial planning with the goal to empower investors and investment managers with better quantitative investment analysis tools.

The free personal finance software side of the service offers a number of financial tracking tools, including budgeting, investment tracking, a retirement planner, investment checkup, and asset allocation target.

Thousands of top professional financial advisors, insurance agents, money managers, and financial planners mostly use our Dual RWR retirement planner software as their primary sales tool.

Our unique college saving calculator is the one and only financial plan software tool that actually does this math.

However, lawyers and law firms need to understand that using MAT requires better project management, risk management, financial and marketing savvy and digital tools / software to ensure a successful completion of a mandate and any unforeseen matters.

The latest edition of this long established probate handling software comes packed with ever more features, including practice - wide financial analysis tools.

Thomson provides value - added information, software tools and applications to more than 20 million users in the fields of law, tax, accounting, financial services, higher education, reference information, corporate e-learning and assessment, scientific research and healthcare.

DIVORCEmate currently produces two «families» of products: Forms + software generates most family law forms for courts in Ontario and British Columbia; and Tools software facilitates prudent family law financial calculations and the ensuing decision - making strategies which affect each matrimonial matter.

Investing in legal tech tools has a significant financial impact on law firms, especially solo and small firms, so the decision to purchase practice management software is not made on impulse, Dimos said.

Ripple, in partnership with Gates Foundation developed a new open - source software called Mojaloop for creating a real - time, interoperable payments platform on a national scale to reach the world's poor with essential financial tools.

To employ my knowledge of the technical tools, software and the market for the benefit of and the achievement of the financial and business goals of the respective employing organisation.

You can also include management or financial tools that have nothing to do with design — it can be an advantage if the software can be useful in your everyday job.

Customer Service Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Provided exceptional customer service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company software

• Experienced with various simulation software packages, including SPMLab • Able to manage multiple jobs in a given time frame • Skilled communicator with experience explaining complex scientific concepts to financial backers • Big - picture thinker with the ability to refine models both broadly and specifically • Technically skilled with different machine and lab tools

I am familiar with latest business management and development strategies that incorporate financial software and online marketing tools.

Career Brander's site includes software tools for creating resumes, instantly building personal career websites, financial planning calculators, professional business card printing, and proprietary content & links that aid and educate for a more effective modern day job search.

Dynamic, highly accomplished, and influential Senior Sales Professional with particular interest and expertise selling enterprise software solutions, SaaS and managed services solutions, content management and emerging web solutions, and leading network and asset management tools to Fortune 500 companies, name brand organizations, large legal and financial institutions, and leading non-profit organizations.

IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

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

In 2016, RPR Commercial partnered with two dynamic technology providers: ClientLook, the most actively used customer relationship manager in Commercial Real Estate; and REFM, the provider of Valuate ®, a software - based financial projection analysis tool that help users gain clarity on investment decisions.