Sentences with phrase «maintaining financial records»

Your duties could range from managing human resources, including recruiting, hiring, training, supervising and evaluating office personnel, to maintaining financial records and acting as a liaison among doctors and other employees.

• Recent accounting graduate seeking an Accounting Assistant position at CORP employing skills in reconciling accounts payable schedules and effectively maintaining financial records.

Assists the Accounting Department in maintaining financial records by processing receivables, preparing monthly financial reports and various daily accounting duties.

These may include maintaining inventory of dental supplies, managing patients» appointments or maintaining financial records.

We are currently searching for a Bookkeeper and Administrative Assistant with experience organizing an office environment and maintaining financial records to work on - site at our Horsham offices.

Typical responsibilities of a Fitness Manager include hiring and training staff, maintaining financial records, ordering supplies, purchasing equipment, finding ways to increase profitability, ensuring compliance with health regulations, handling complaints and incidents, coaching in sports activities, overseeing maintenance and repairs, and delivering reports to center owners or senior management.

Essential responsibilities of a CPA are: maintaining financial records, preparing tax returns, performing financial planning, recommending ways to save money from taxes, collaborating with company management, auditing accounts, developing and analyzing budgets, determining tax consequences of various business decisions, reconciling financial discrepancies, and keeping financial information confidential.

Two of the main duties and responsibilities in accounting are maintaining financial records and preparing reports.

Duties include production scheduling, maintaining financial records and budgets, coordination and logistics of product movement.

Typical work activities of a Travel Consultant include: researching destinations, checking weather conditions, advising customers on their holiday plans, informing travelers on event programs, creating promotional materials, maintaining financial records, and updating their knowledge of tourism trends.

Typical duties of a Travel Agent include: discussing requirements with clients, handling customer queries, managing budgets, promoting their business, maintaining financial records, offering advice on travel arrangements, booking accommodation, announcing changes, selling insurance, and making sure they meet sales targets.

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.

Their role includes managing bank accounts, maintaining financial records, performing banking operations, providing financial advice to the company, and handling the cash management system.

Accounting Clerks perform clerical duties, such as maintaining financial records and recording payroll, expenditures and other information.

The position also requires maintaining financial records, writing checks and reviewing financial accounts of the organization.

My key competencies include, but are not limited to, maintaining financial records, managing budgets, risk assessments and business strategy reviews.

A Certified Public Accountant is responsible for maintaining financial records for individuals or organizations.

Bookkeepers are responsible for maintaining financial records and operating accounting software.

One of the functions of the records management lawyer would be to teach clients indexing (clients know the keywords of their business vernacular), and persuade them that they would get as much useful information for doing business daily as they do from maintaining their financial records in a continuous fashion.

The position is central to the functioning of PCIC through providing administrative and travel support to the PCIC staff, consolidating and maintaining financial records and staff records, and providing general administrative support.

Many of the people sending invoices now have little experience with keeping accounts or chasing up payments so we'll look at what freelancers need to know about maintaining their financial records.

After Tax Day is finally in the rearview mirror and you've filed your return, sit down and try to identify a better way of maintaining your financial records — not just during tax season but all year round, so that you're not in this same situation again next year.

The Treasurer shall maintain all financial records and distribute the budget proposal and budget among the Leadership Team and the Council (Article III Section 6B).

Either way, by using this agreement you can help maintain your financial records.

What makes this latter case notable is that it took the D.C. Court of Appeals almost five years to decide the case — with the lawyer continuing to practice all the while — and the court excused the lawyer's failure to maintain financial records based on his excuse that he forget them when he moved his office.

An accounts payable clerk produces and maintains financial records pertaining to an organization's bills.

The hotel manager has to organize and coordinate the hotel services, has to maintain the financial records of the hotel and make sure that safety and health licenses and policies regulations are respected.

Maintained financial records.

Investment Accountants help their clients maintain financial records related to personal and business investments.

Worked as a medical assistant; responsible for keeping patients» medical and family history; responsible for handling laboratory equipments; helped physicians in examining and treating patients; handled all office administration; handling and answering external phone calls; responsible for scheduling meetings and appointments; looked after data entry tasks; maintained financial records and performed accounting tasks

We are looking for a skilled Bookkeeper to maintain our financial records, including purchases, sales, receipts and payments.

Duties include: Maintains financial records for subsidiary companies by analyzing balance sheets and general ledger accounts.

Plans, administers, and control budgets, produce financial records and maintain financial records

The key role of a Budget Administrator is to prepare budget reports, maintain financial recording system and monitors the revenues and expenditures of the organization.

Organize and maintain financial records, including payroll, deposits, payments and bank accounts.

Maintained financial records that coincided with GAPP.

Administrative Associate • Prepare and disseminate information akin to the organization's programs and relevant procedures • Prepare and distribute correspondence as necessary • Develop and manage record keeping systems • Manage budgets and training needs of the company • Maintain liaison with key internal and external agencies • Maintain financial records and prepare reports concerning revenue and accounts management

• Verify the accuracy of invoices and checks and post relevant information in predefined accounting databases • Prepare and submit invoices and handle payments • Coordinate cash and check deposit activities • Sort and enter accounts payable and receivable data into company database • Prepare and produce accurate financial statements such as balance sheets • Maintain record of assets and liabilities and complete and deposit tax returns • Reconcile bank statements and manage cashbook management on a daily basis • Issue and maintain records of petty cash • Audit accounts to ensure accuracy and address any discrepancies found during auditing procedures • Process refund requests and reconcile monthly statements • Post details of business transactions including received and disbursed funds • Type vouchers, invoices, bank drafts, checks and reports • Post cash receipts and expenses in designated accounts software • Report accounting discrepancies to supervisors and assist in resolving them and any issues that customers may have with their accounts • Compile and maintain financial records of the company by recording and summarizing data • Keep record of business transactions, compute costs and verify bills • Create statistical records by combining data and performing computations • Prepare payrolls and transfer employees» salaries to their accounts on a monthly or bi monthly basis • Manage day to day internal controls and arrange for purchase orders to be prepared

Accounting Technician • Maintained financial records • Reconciled accounts • Prepared trial balance of books • Established and balanced a variety of accounts using manual and automated systems • Posted journal entries • Maintained general ledgers and prepare financial statements

SELECTED ACHIEVEMENTS • Streamlined 3 procedures pertaining to processing and payment of invoices, thereby reducing processing time by 30 % • Reconciled 150 discrepant entries within 12 hours, in time for the annual audit • Put in place internal controls to maintain financial records security • Introduced internal auditing procedures to substantiate financial transactions which resulted in accounting data integrity increase by 44 %

Objective To be able to use my professional experience in accounting, ledgers, reconciliations and balancing Personal Information Jason White 3972 Tea Berry Lane Stevens Point, WI 54481 (333)-860-7549 [email protected] Date of Birth: May 6, 1979 Place of Birth: Urbana, IL Citizenship: American Gender: Male Profile Summary General accounting Bank and Cash reconciliation Time card calculations Sound mathematical skills Education B.S. in Applied Accounting, 2002 Drexel University, Philadelphia, PA Employment History Bank Teller II, 2007 — Present Pines National Bank, Cambridge, MD Responsibilities: Completed the accounting reports and used computers in order to maintain the financial records of the business.

Harris Bank Wilmette (Wilmette, IL) 1988 — 1992 Teller / Assistant Teller Supervisor / Customer Service Representative • Supervised tellers and customer service team ensuring professional and efficient operations • Responsible for financial transactions including deposits, withdrawals, money orders, etc. • Provided excellent customer service resulting in repeat business and referrals • Created and maintained financial records for daily review and periodic audits

JC Penney Co. -LRB-[Insert City, State]-RRB- 10/1993 — 9/2006 Research Assistant • Performed clerical accounting duties associated with financial record - keeping and the preparation of payroll for three internal departments consisting of 700 employees • Maintained financial records for assigned accounts and set up new accounts according to established procedures, ensuring the confidentiality of information and records • Posted, assembled, tabulated, compared, and verified critical financial and statistical data • Prepared documentation for computer input while maintaining and ensuring the accuracy of assigned accounts.

A brokerage is required to maintain financial records for the brokerage which indicate the amount of money received or paid by the brokerage on its own account and on account of others.

Not exact matches

FINRA, the regulatory body that oversees the financial advisory industry, maintains records on every adviser.

Consider also instilling monthly financial reporting, maintaining a repository of all contracts of customers, employees, and suppliers, and keeping a formal record of all business commitments, contingent liabilities, IP restrictions, etc..

Financial Institutions relying on either PTE 86 - 128 or PTE 75 - 1, as amended, are required to maintain records necessary to demonstrate that the conditions of these PTEs have been met.

The exemption requires Financial Institutions to provide contract disclosures and contracts to Retirement Investors (Section II), adopt written policies and procedures (Section IV), make disclosures to Retirement Investors and on a publicly available Web site (Section IV), maintain records necessary to prove they have met the PTE conditions (Section V).).

Section V of PTE 84 - 24, as amended, requires Financial Institutions to maintain records necessary to demonstrate that the conditions of the PTE have been met.

It is your responsibility to retain any records necessary to substantiate historical share costs because neither your current financial advisor nor the Franklin Templeton Funds may have or maintain this information.