Sentences with phrase «implement financial processes»

I look forward to working with the management team to identify strategic market opportunities and implement financial processes that facilitate long - term growth.»

Not exact matches

Understanding their needs, concerns, and goals enables her to help them navigate important financial decisions, and craft and implement an investment process that is suited to their needs.

The operational requirements and financial characteristics of agency MBS are complex, and since the New York Fed did not yet have expertise in this area, four external investment management firms were selected, through a competitive bidding process, to assist in implementing the purchase program.

«Our firm has been an active advocate for our clients and financial advisers during the DOL's rulemaking process, and we have a robust process in place for reviewing and implementing the final rule.»

Further, we are in the process of implementing an international structure that aligns with our financial and operational objectives as evaluated based on our international markets, expansion plans, and operational needs for headcount and physical infrastructure outside the United States.

Solely for the purposes of the product governance requirements contained within: (a) EU Directive 2014 / 65 / EU on markets in financial instruments, as amended, or MiFID II; (b) Articles 9 and 10 of Commission Delegated Directive (EU) 2017/593 supplementing MiFID II; and (c) local implementing measures, together, the MiFID II Product Governance Requirements, and disclaiming all and any liability, whether arising in tort, contract or otherwise, which any «manufacturer» (for the purposes of the MiFID II Product Governance Requirements) may otherwise have with respect thereto, the ADSs and ordinary shares have been subject to a product approval process, which has determined that such securities are: (i) compatible with an end target market of retail investors and investors who meet the criteria of professional clients and eligible counterparties, each as defined in MiFID II; and (ii) eligible for distribution through all distribution channels as are permitted by MiFID II, or the Target Market Assessment.

His focus is to help FinTech companies and financial service providers review / refocus business strategies, develop products and markets, execute sales, scout for FinTech solutions, build business partnerships, manage projects, and implement corporate structures and processes.

The sooner the city begins the process of implementing actions to close the budget gaps during the financial plan period, the smaller the gaps will be in fiscal years 2019 through 2021.

The initiative focuses on comprehensive overhaul of systems that contribute to student achievement, with individual teams led by assistant superintendents, the chief financial officer, the director of pupil services and the chief human resources officer — Joseph Pettiford — who is responsible for implementing hiring, onboarding, management, evaluation and professional learning processes designed to empower educator effectiveness and student performance.

The remaining 40 percent will be paid depending on progress on implementing a system of focused instruction, creation of a long - range financial plan and budget process, institution of accountability systems throughout the district and the installation of information management systems that allow data - driven decision - making.

To ensure effective preparation and presentation of sound budget estimates for the Department; to foster effective utilization of available resources; to ensure that financial plans are consistentwith approved plans and programs; to establish procedures for the budget phase of the Department's planning and budgeting process; to coordinate program performance planningand reporting throughout the Department, and to ensure preparation of a sound performanceplan for the Department in accordance with the Government Performance and Results Act of1993 (GRPA) and GPRA Modernization Act (GPRAMA) of 2010; to analyze resource and otherimpacts of legislative, regulatory, and budget proposals on departmental programs; to reviewthe budgetary implications of major systems acquisition programs and information technologyinvestments; to periodically conduct formal program reviews; and to assure appropriate stepsare taken on a timely basis to implement newly enacted legislation.

It probably goes without saying, but implementing any major changes in your financial situation can prove detrimental during the home mortgage loan application process.

Our process gives you firm footing to identify your financial goals, implement savings targets, and establish investment goals.

Our financial advice toolkit explains the steps involved with each stage of the financial advice process - from preparing to meet an adviser, through to reviewing and implementing financial advice.

Arteaga led the museum through a five - year strategic planning process that focused on developing new audiences, implementing new technologies, and ensuring financial stability for the institution.

Subtitle C: Coal and Related Programs -(Sec. 431) Amends the Energy Policy Act of 1992 to direct the Secretary to implement a financial assistance program to facilitate production and generation of coal - based power through the deployment of clean coal electric generating equipment and processes that improve energy efficiency or environmental performance consistent with relevant federal and state clean air requirements.

The report concludes that the GCF should approach private companies and financiers slowly and with a high degree of caution, and only engage them to the extent that they can guarantee compliance with high standards on environmental, social and development effectiveness; implement robust processes designed to address financial, social and environmental risks; and produce effective mitigation and adaptation outcomes.

The sharing of views and ideas, selecting strategic priorities, planning and implementing goals, making financial decisions, discussing performance — all of these processes in law firms naturally — and necessarily — involve some element of differentiation and disagreement.

The use of a scheme of arrangement as a technique to restructure a mix of Jersey regulated and unregulated funds had never been implemented before and required a highly complex process involving the Jersey Courts, the Jersey Financial Services Commission (JFSC), the Channel Islands Securities Exchange (CISE) and the UK Listing Authority.

Financial services providers are vital in the fight against financial crime and its damaging impact; only by implementing robust screening processes and checks on potential customers can they help reveal hidden launderers among the mass of genuine indFinancial services providers are vital in the fight against financial crime and its damaging impact; only by implementing robust screening processes and checks on potential customers can they help reveal hidden launderers among the mass of genuine indfinancial crime and its damaging impact; only by implementing robust screening processes and checks on potential customers can they help reveal hidden launderers among the mass of genuine individuals.

Further, properly implemented, the individual planning process will build «emotional and financial equity» between the attorneys and the firm, as opposed to only financial equity.

In his career, Mark has helped numerous national and international law firms restructure their IT departments, establish knowledge management teams, design and implement Intranets and client information portals, implement financial analytics solutions, develop matter budget tracking processes and solutions, and transform operations through the use of other solutions requiring the integration and coordination of people, process, and technology.

He has developed and implemented many of the department's processes, vendor management, financial modeling and patent analytics capabilities.

Mager, a managing director, is responsible for driving Treasury Services» global innovation process which includes management of strategic innovation projects, identifying and screening promising business concepts, evaluating and implementing new technology, assessing financial technology firms (fintechs), and developing and guiding the group's thought leadership around emerging payment technologies such as Blockchain and distributed ledgers.

Such data processing rate is insufficient for large - scale conglomerates, specifically those companies which intent to implement Blockchain Technology in powering up financial operations.

April 2000 to December 2004 Cityland Manufacturing — New Cityland, CA Billing Specialist - Developed and implemented policies for the optimization of billing processes - Reviewed and reconciled client accounts, processed billing and conducted financial verification - Managed and assessed financial and billing data, entered information into database and conducted data analysis to reconcile or verify accounts

As an accomplished Senior Level Sales / Operations professional with 10 + years of success leading financial management and sales development in diverse industries, I feel my superior ability to analyze and implement operational process improvements would be an asset to your organization.

He also has to develop and implement strategies for bell desk, front office and parking; identify process improvement for achieving financial and service goals, ensure that facility is maintained, neat, safe and secure; provide feedback to the team members on their performances and improvements.

Implemented new processes in account reconciliation between business and client resulting in an increase in the accuracy of financial reports

Financial planning and forecasting is an important process that all organisations must implement once a year to allocate resources and set financial targets and budgets effFinancial planning and forecasting is an important process that all organisations must implement once a year to allocate resources and set financial targets and budgets efffinancial targets and budgets effectively.

As an accomplished Education & Admissions Counselor over 5 years of expertise implementing comprehensive programs and training, I offer a combination of leadership and knowledge of admissions process, financial aid, aptitude, and education counseling.

Throughout my educational training as an accounting professional, I have successfully learned how to provide strong support for numerous accounting functions, and capable of implementing efficient and innovative financial solutions to implement solid internal controls, and sustainable accounting processes.

A financial manager must be knowledgeable of the following items and must have the technical skills needed to efficiently implement them in the daily processes that he or she is expected to achieve:

Typical work responsibilities for this role include implementing relevant policies, reporting to management, planning budgets, maintaining transaction data, monitoring financial processes, and defining financial objectives.

Their role also entails developing and implementing solutions / strategies for necessary operational efficiency by conducting research, assessing financial requirements, and modifying already existing processes.

The Financial Accountant will be tasked with developing and implementing new accounting methods and processes, as well as improvements to automated accounting...

Healthcare Support Associate, February 2000 to July 2004 Central Cityland Hospital - New Cityland, CA • Analyzed status, quality and efficiency of healthcare programs and processes • Implemented procedural and workflow enhancements, maximized efficiency of healthcare budgets and coverage • Developed financial plans for implementing healthcare optimization

Brought together academicians, military and corporate executives to form an independent think - tank group charged with resolving and recommending solutions to issues for which standard financial principles and processes could not be implemented, due to the complexity of the issue.

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.

Identify the financial size and implemented accounting processes of the companies where you have worked.

They also design and implement fraud prevention strategies and processes necessary for minimizing risk of illegal financial contrivances within an organization.

Apply financial, accounting, and technical knowledge to implement different processes and to transfer data to the company's filing system;

Created and implemented strategic plans and processes to maintain / decrease cost, increase sales, improve quality and ensure positive financial results.

Executed monthly financial modeling, budget improvement, processed expense reports and implemented time series modeling in OBIEE

KEY ACCOMPLISHMENTS • Saved the company $ 25,000 in lost money by balancing a financial reporting following a three - day reconciliation process • Reorganized the payroll management procedure by putting in place more defined timesheet procedures • Introduced an invoice matching system which decreased reconciliation time by 50 % • Trained new recruits for the finance department by developing and implementing training programs to assist them with their induction

• Successfully process 89 out of 95 requests for financial aid, resulting in a high number of students receiving financial aid for further studies • Introduce 14 student employment programs which contribute immensely to lessening the burden of financial aid applications • Investigate a particularly shady applicant and successfully discover that he had already been granted financial aid • Confer with students to determine their financial aid needs and provide them with information on different avenues to gain it • Respond to questions put forward by parents and students in writing, over the telephone or in person • Design, develop and implement outreach programs to provide information of available financial aid sources to eligible students • Assist applicants in filling out forms to apply for financial aid and provide them with information on process time and procedures • Provide loan and indebtedness counseling to students individually and in groups

OPER implements all necessary means to ensure the operational, administrative and financial processing market and credit operations initiated by business lines...

Decisive and straightforward with consummate accounting skills to develop financial models to address business needs, implement cutting - edge cost control improvements, and strategically drive process improvement and reporting simplifications for clear and concise business operations.

INTERNSHIP EXPERIENCE Allstate, Mesa, AZ, 6/2014 to 12/2014 Finance Intern • Assisted with new business process management by incorporating financial modules • Handled cash reconciliations, payment date accounting and monthly reporting activities • Assisted in analyzing company's financial data and performances • Evaluated capital expenditures and depreciation data • Identified financial performance trends and assisted in developing recommendations for improvement • Reviewed financial information and forecasts and provided support in creating prudent financial models • Assisted in developing and implementing cash flow and debt management strategies • Prepared budgets and identified capital management and financing options

• Review and analyze reports and financial data and implement direct communication processes with internal and external participants