Sentences with phrase «monthly financial package»

Proficiently generated and distributed the monthly financial package to senior management.

Coordinate automated routine consolidated month - end reports for Senior Management, including flash call summary, monthly financial package, and commentary; prepare global consolidation for actual, budget, and forecast.

Directly reported to division controller; assisted controller to prepare monthly financial package

• Prepared detailed financial reports, variance analysis, and notations for monthly financial package, quarterly forecasts and annual budget development.

Not exact matches

Often these newcomer banking packages mean they won't charge monthly account fees for the first six - to - 12 months and they'll give immigrants discounts on other financial products like safety deposit boxes or auto insurance.

Full financial service packages, including itemized tracking of all incoming and outgoing funds is included within the service, providing owners with monthly cash flow and P&L statements.

Apart from the basic savings bank account, other categories excluded from maintaining the monthly average balance include No frill Accounts, financial inclusion accounts, small accounts and salary package accounts.

Created and prepared monthly and quarterly financial packages for third party compliance and per client's request.

Prepared monthly reporting, mid-year and year - end financial consolidation package to Parent Company.

Prepared monthly and quarterly reporting packages for senior management focusing on Key Performance Indicators and detailing financial performance relative to plan.

Generated monthly financial reporting package including historical trends, variance analysis, consumption data with supporting charts

Accomplishments Managed the accounting department including month end close, financial reporting packages accounts payable, revenue recognition, fixed assets, cash flow forecasting, and account reconciliations Prepared monthly, quarterly, and annual forecasts including the balance sheet and P&L for 420 multi-site retail locations Performed product profitability analysis and prepared capital expenditure recommendations Performed audits and work with our external auditors to determine the reliability and integrity of financial information and reporting in accordance with GAAP Performed Sarbanes Oxley documentation Managed a staff of sixty including the accounting department, materials, pricing, and managed care

• 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

SKILL HIGHLIGHTS Financial management Accounting controls Financial reporting Financial modeling Risk management Auditing Regulatory compliance Database management PROFESSIONAL EXPERIENCE 8/1/2014 — Current Manager of Accounting and Finance WellDoc, Inc. — Columbia, MD Administer and coordinate fiscal activities, including monthly, quarterly, and year - end financial analysis Financial management Accounting controls Financial reporting Financial modeling Risk management Auditing Regulatory compliance Database management PROFESSIONAL EXPERIENCE 8/1/2014 — Current Manager of Accounting and Finance WellDoc, Inc. — Columbia, MD Administer and coordinate fiscal activities, including monthly, quarterly, and year - end financial analysis Financial reporting Financial modeling Risk management Auditing Regulatory compliance Database management PROFESSIONAL EXPERIENCE 8/1/2014 — Current Manager of Accounting and Finance WellDoc, Inc. — Columbia, MD Administer and coordinate fiscal activities, including monthly, quarterly, and year - end financial analysis Financial modeling Risk management Auditing Regulatory compliance Database management PROFESSIONAL EXPERIENCE 8/1/2014 — Current Manager of Accounting and Finance WellDoc, Inc. — Columbia, MD Administer and coordinate fiscal activities, including monthly, quarterly, and year - end financial analysis financial analysis packages.

Freelance accountant will prepare monthly, quarterly and year - end financial statements / reporting packages, perform a wide variety of accounting analyses and will reconcile monthly bank statements to the general ledger.

• Provide full range of financial services to clients based on evaluation of their financial needs • Devise and implement strategies to enhance loan selling • Fulfill daily, weekly and monthly sale targets and referral goals • Maintain highest standards of customer services, personal banking and SAFE mortgage Licensing requirements • Identify cross-sell opportunities and use the same proactively • Determine customer's financial needs and offer them with appropriate schemes and packages

Will prepare financial packages and monthly financial statements for properties.

Assisted the Divisional Managers with the production of the monthly financials, management reports and board packages.

Key Highlight: • Instrumental in financial analysis and prepared monthly financial reporting package for consolidation purposes.