I just love how you can
make monthly financial reports so fun to read.
Not exact matches
Use your summaries to create
financial reports that will tell you specific information about your business, such as how much
monthly profit you're
making or how much your business is worth at a specific point in time.
That's because once you've entered your daily, weekly, or
monthly numbers, accounting software
makes preparing
monthly and yearly
financial reports incredibly easy.
From advice on how to start a blog to
make extra money to launching the successful startup to
monthly income
reports to show you her personal
financial success Alida is all about empowering moms to take control of their income while they nurture and grow their family.
If there's truth to the
reports, it seems we are left with
financial institutions that are a lot like car dealerships, and bank employees who are a lot like car salespeople — you know, the ones who will allegedly tell you whatever you want in order to get their selling bonus, meet their
monthly quota and most importantly,
make the final sale.
Through rehabilitation, borrowers will be able to
make nine affordable, on - time
monthly payments and qualify for further
financial assistance while avoiding a default on their credit
report.
Prepared
monthly financial reports processed the aged accounts and
made collection calls when appropriate.
Processed accounts payable, maintained up - to - date vendor statements to ensure timeliness and completeness, communicated with vendors to resolve questions and concerns on invoices, issued of checks to vendors, ran aging as required to identify current items due for payment Processed accounts receivable, sent information of customer aging summary to stores and collected the payments, maintained accounts receivable Calculated
monthly sales, prepared all of federal and provincial sales tax
report, and remitted the sales tax to government Prepared
financial statement for the
monthly end and year - end, processed closing account at the end of period Employment History (continued) Reconciled bank accounts, credit card accounts and other accounts required to reconciled Processed semi-
monthly payroll, vacation pay, courted ordered deductions and other benefits, prepared payroll tax
report and remitted payroll tax to government
Made works compensation
report and bill payment Filed sales invoices, purchase bills and all of documents; trained new employees; Communicated with vendors processing RMA (Return material authorization); provided some customer services as well as some office duties.
• 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
• Prepare
monthly, quarterly and annual
financial statements and
reports for presentation to higher management for decision -
making purposes.
Start your list with your most recent employment and go backwards from there.For further assistance, read these examples of bank teller work history sections.Bank Teller — NBAC Bank of New Jersey — Trenton, NJ — 4/2014 to Present • Exceed all sales goals, becoming top product and service seller for five consecutive quarters, and boosting
monthly profits by 15 percent • Multi-task customer service interactions and processing and counting duties on a daily basis • Process deposits, withdrawals, and payments quickly and accurately • Assist customers with inquiries concerning
financial specialists, specific services, and account informationBank Teller — Trenton First Bank — Trenton, NJ — 6/2010 to 4/2014 • Resolved account discrepancies and customer complaints in a professional and timely manner, resulting in a 15 percent increase in customer satisfaction ratings, the highest in branch history • Prepared daily branch
reports concerning cash amounts and daily transaction for the branch manager • Tested and immediately
reported counterfeit currency to the head manager in accordance with safety protocol and procedures • Helped customers open and close accounts,
make payments, and deposit and withdraw money into their accounts on a daily basis
• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies
made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly
made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and
reports for terminated / retired employees • Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of
financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its
financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and
reported after every pay run
making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on
monthly basis.
Calculate cost estimates for treatment Explore patient assistance programs, copay cards, and
financials to get patient qualified for assistance Create treatment plans for Chemotherapy, Radiation, and Scans Meet with patients to review
financial responsibilities prior to treatment and collect payments for treatment Assist patients with inquiries regarding charges, payments, balances, and credits for services rendered
Make sure all treatments have authorization and claims are processing correctly Audit logs to make sure payments are accurate Assist the patient with all billing inquires Correct billing and insurance errors Create weekly and monthly financial reports for off
Make sure all treatments have authorization and claims are processing correctly Audit logs to
make sure payments are accurate Assist the patient with all billing inquires Correct billing and insurance errors Create weekly and monthly financial reports for off
make sure payments are accurate Assist the patient with all billing inquires Correct billing and insurance errors Create weekly and
monthly financial reports for office.
Responsibilities Handled mail distribution, recordkeeping, budget planning and a variety of other office support duties Trained and managed staff members, assigned duties and maintained control over inventory Overseen and organized the filing systems implementing new procedures to
make it more efficient Helped implement good practices that associated with administrative functions and services that helped the company to excel Prepared
monthly reports and
financial statements accurately and efficiently
• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and
make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various
reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual
financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and s
financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team
monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time
Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and s
Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created
reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate