Sentences with phrase «multiple financial accounts»

Experience in managing multiple financial accounts and systems.

These tools can pull in information from multiple financial accounts to one place so that you don't have to log in to multiple websites to review your finances.

It's an inevitability you will open up multiple financial accounts if you are serious about diversifying your net worth and achieving financial independence.

If you're someone who has multiple financial accounts to keep track of, consider using an online personal financial tool like Mint.com, which gives you the ability to see the activity of all of your financial accounts at once.

Not exact matches

Verizon Mobile Banking Banks it works with: America First Credit Union, Arvest, Bancorp South, BECU, FirstBank, Regions, South Financial, SunTrust, Synovus, USAA and Wachovia What you'll like: Check multiple account balances and histories, transfer funds and pay bills; works on a wide range of Verizon phones What you won't like: Not all banks support all of its features, like bill pay; it doesn't find you the closest ATM or bank

Feng adds that as a company operating and reporting in multiple jurisdictions, Silvercorp must keep several sets of books: one under each of Canadian, Chinese and American generally agreed accounting principles (GAAP), and another under International Financial Reporting Standards (IFRS).

Most smaller companies, of course, don't have multiple international accounts or a 15 - person financial staff to crunch numbers.

Barbara Grogan, chief executive of $ 10 - million Western Industrial Contractors Inc., an industrial construction company in Denver, is a big fan of banking improvements that allow her to manage interstate payrolls and multiple bank accounts by fax — «making financial decisions in 20 minutes that once might have taken two months.»

Services beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document management.

There could also be financial rewards for holding multiple accounts at the same bank.

To get a bigger slice of your financial business, many banks provide extra rewards or discounts on certain products to consumers with multiple accounts.

The suit number FHC / L / CS / 1821/2017 filed last year followed «credible information received by SERAP from multiple sources that the Department of State Services (DSS) and the Economic and Financial Crimes Commission (EFCC) have completed investigations into the allegations of padding of the 2016 budget, completed their reports, and indicted some principal officers of the House of Representatives and the Senate, and that the accounts of some of the principal officers containing allegedly illicit funds have been frozen, and that the case files for the prosecution of those indicted were ready.»

There are multiple aspects like accounting, financial management, consumer behaviour management etc. in this sphere.

In this post, one user with multiple brokerage accounts at several big brokerages has the onerous task of keeping the regulatory powers that be apprised of their financial and citizenship status.

Michael @ Financial Ramblings writes Personal Capital: Online Investment Tracking Made Easy — If you're like me, you have multiple investment accounts — IRA, 401 (k), brokerage account, etc..

Having multiple bank accounts has made it easier to manage my money (along with paycheck budgeting) and reach my financial goals.

Your ability to handle multiple account types also helps lenders to understand you are financial stable enough to see through your commitments.

If you end up with multiple accounts and more than one financial adviser as a result of happenstance, rather than on purpose, I'd be inclined to consider what you really want.

You can have multiple financial products (eligible 529 college savings plans, student loans, and eligible savings accounts) linked to your Upromise account.

Unlike the standard platform used by many financial advisors with multiple fees and a commission management fee of 3 %, a managed account platform has just 1 fee.

Financial companies routinely hold multiple IRA account for individuals.

Multiple retirement accounts from past employers, mortgages, and the myriad of other financial details of a well - seasoned life makes effective retirement investing complex and intimidating.

To begin the process of saving in multiple accounts, write down your most important financial goals and / or the big - ticket items you'd like to buy.

And that's something that I'm very comfortable with and because I can pay my bills online from my checking account and my mortgage automatically gets taken from my account, I don't feel the burden of having multiple relationships with different banks and financial institutions.

For starters, make sure juggling multiple accounts isn't distracting you from your biggest financial priorities, Schulte says.

The answer may be to set up multiple savings accounts — each tied to a distinct financial goal.

It also allows customers to create multiple accounts for free and they can be nicknamed for specific financial goals.

I think NewRetirement offers the most comprehensive Retirement calculator available, taking multiple financial situations into account, and offering an unlimited «What If» scenarios capability missing in other tools.

Many folks engage in «naive diversification,» assuming they're safer if they have accounts at multiple brokerage firms, mutual fund companies and banks, and if they use multiple financial advisors.

According to Moorjani, participants who need more personalization include those with more complex financial situations — multiple retirement accounts, spousal income and a low risk tolerance.

«We look forward to providing our clients with key product enhancements that are important to them, such as direct access for a participant's financial adviser, paperless account opening, online fixed income trading, and the ability to trade through multiple channels.

Multiple bank accounts can help you save for specific financial goals.

You can avoid opening multiple accounts because firms typically work with other financial institutions that offer CDs.

They take multiple factors into account including your monthly cash flow, what kind of employment you have and financial history.

Mint.com is a personal financial management application that allows the user to connect multiple accounts and track transactions in and between those accounts all in a single interface.

The problem is directly analogous to a financial accounting system that balances but only because it contains multiple compensating errors.

While I can understand why he cancelled the appointment but he did not take into account as a busy surgeon I took that day off to meet multiple financial advisors, he is the only one that did not keep his appointment and never called to schedule a follow up appointment!

Accounting professional with over five years of experience, possesses multiple skills covering many financial areas such as cost control principals, ledger analysis, financial statements, budgeting, auditing practices, taxation and economic regulations.

If you have a specialization such as cost accounting, financial analysis or tax preparation, then It may even be helpful to have multiple versions of a resume that accentuate each area of expertise.

Accounting professional with over ten years of experience, possesses multiple skills covering many financial areas such as laws, cost control principals, ledger analysis, financial statements, budgeting, auditing practices, taxation and economic regulations.

As a Chief Financial Officer, you will be responsible for overseeing all Accounting Office operations in multiple dealership environment.

Prepared valuation analyses and cash flow models on prospective acquisitions using ARGUS; and recorded acquisition / sale of 1031 properties on multiple entities Prepared quarterly financial reports for tax auditors using QuickBooks, including all supporting schedules for 10 - K and 10 - Q filings Created / Maintained lease briefs for newly acquired assets and performed due diligence for prospective acquisitions Managed and reconciled cash for company and 1031 exchange properties; and acted as primary contact for all treasury management issues Filed annual business property statement and recorded estimated income tax payments — state and federal Created accounting procedures manual and supervised / trained assistants to perform accounts payable tasks Consulted with property accountants to resolve discrepancies in monthly financial reports Provided executives, shareholders, lenders and investors with monthly, quarterly and annual financial reports Ensured compliance with loan covenants and tenant in common (TIC) agreements

• 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.

This unique corporate position requires experience in the following areas: • Overseeing financial operations of multiple corporations and LLC?s • Supervising corporate accounting staff and their related functions • Preparing financial analyses for companies and divisions • Managing cash flows • Facilitating positive banking relationships • Working knowledge & experience with QuickBooks (2015 preferred) Other additional skills include: • Ability to build a strong team • Working in a time driven environment • HR and Health Care knowledge / experience • Overseeing IT functions This position offers great benefits including Health, HSA, FSA.

• Extensive knowledge of Conventional, FHA, VA, MI insurance and multiple investor guidelines • Substantial accounting, forensic, auditing and financial experience • Pursuing accounting related fields, such as underwriting, auditing and control quality control • Excellent computer skills and experienced in Excel, Microsoft Word, Outlook, Encompass, OLLW, MSP, LPS Process Management, LPS Invoice Management, Image Express,...

Tags for this Online Resume: Key Account Management, Employee Recruitment, Training & Development, Financial Acumen and Sales Reporting, Establish & Maintain Client Relationships, Highly Motivated Sales & Service Environment, Multiple Department Operations

Skills accounting, accounting system, Accounts Payable, Photoshop... managers and multiple departments, including Finance, IT, Communications, Inventory Control,... hardware, credit, client, data analysis, Finance, Financial Statements, general ledger, HR

Directed multiple client accounting system conversions into web - enabled Oracle financial platform.

Position Overview: Maintains records of financial transactions by establishing accounts and posting transactions across multiple companies.

Have general understanding of financial terminology, accounting principles for querying the databases of multiple system sources used as data entry for an existing accounting...