Sentences with phrase «office financial records»

Integrate your back office financial record - keeping requirements with your front office case management needs.

Not exact matches

Because of its expertise and ongoing involvement with questions concerning the financial books and records of public companies registered with the SEC, the Office of the Chief Accountant is often called upon to assist in addressing issues that arise in the context of Commission enforcement actions.
The family office and institutional investors in our network have a strong track record investing in these sectors and often provide companies with financial capital as well as operational know - how.
We have worked with scores of churches that had, for instance, until recently kept a typewritten list of members in the church office, financial records in a software format on the volunteer treasurer's home computer, and correspondence on the church secretary's PC, with no effective way to share or integrate the information each cache contained.
Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed
DiNapoli said he wants to see that office inspecting more of LIPA's facilities, and more of its financial records.
Also at 10 a.m., local elected officials in Albany join AARP New York and AG Eric Schneiderman's Office to kick off «Shred Fest 2016» — a statewide series of events that will help New Yorkers protect themselves against identity theft by providing them secure destruction of personal financial records and other sensitive documents, Sidney Albert Albany Jewish Community Center, 340 Whitehall Rd., Albany.
A State Comptroller's Office audit has found improper transfers, erroneous adjustments and a failure to keep complete financial records in the Town of North Collins.
KEESEVILLE The local volunteer fire department was asked to keep better watch over its financial records in an audit released by the state Comptrollers Office last week.
Agents from the FBI and Cuomo's office and the IRS began removing boxes starting around seven in the morning, focusing on what appeared to be financial documents and payroll records.
Antonacci said his office will try to execute a subpoena for financial records surrounding the amphitheater in order to conduct an audit.
That was the question as auditors from the New York State Comptroller's Office examined the Tully School District's financial records for the period July 1, 2014 through December 31, 2015.
As head of the UK Debt Management Office, it is his responsibility to find financial institutions prepared to take the risk for the record - breaking amounts of British government debt flooding the market.
The Authorities Budget Office (ABO) says the 13 authorities have failed to turn over public records, like financial statements, for months.
[Box 28] 1101 Vermont Ave., lease information, 1981 Real estate, 1101 Vermont Ave., subleasing, Julien Studley, 1984 - 1985 Real estate, 1101 Vermont Ave., subleasing, 1985 - 1986 Real estate, Spaulding reports on Washington office space market, 1982, 1988 Space Planning Committee, input for new building, 1980 - 1982 Real estate 1776 Mass Ave., lease information, 1980 - 1985 GWU lease to 14th and H Associates, 1980 1333 H Street Developer's brochure, 1982 Coldwell Banker, 1984 JTR notes on parking, etc., 1984 dispute over building size, 1984 lease between AAAS and NY Life, 1984 - 1985 final draft of lease, 1984 first lease amendment, 1985 second lease amendment, 1987 financial impact of move, 1985 misc., 1985 space concerns, 1984 Design Business Interiors (DBI) Move Committee meeting minutes, 1984 - 1985 ORS Associates, relocation plan, 1984 relocation, budget, 1984 relocation, employee info on moving records, 1985 relocation, misc., 1985 1515 Mass Ave. appraisal reports, 1977 & 1981 Dupont Circle historic district, 1983 potential sale, misc., 1984 interested buyers, 1981 - 1983 potential sale, broker proposals, 1984 sale to Tunisian Embassy, 1984
For example, US Government Accountability Office reports from both 2007 and 2013 document how the Washington, DC voucher program has repeatedly failed to meet even the most basic, statutorily required accountability standards, such as maintaining certificates of occupancy and adequate financial records.
Financial and operations principal: Person in a NASD - member firm who is responsible for the financial reports of the firm, keeping of books and records, supervision of back office operations, and compliance with financial responsibility rules, including compliance with net capital requFinancial and operations principal: Person in a NASD - member firm who is responsible for the financial reports of the firm, keeping of books and records, supervision of back office operations, and compliance with financial responsibility rules, including compliance with net capital requfinancial reports of the firm, keeping of books and records, supervision of back office operations, and compliance with financial responsibility rules, including compliance with net capital requfinancial responsibility rules, including compliance with net capital requirements.
If you wish to transfer to a different school, you should contact the financial aid office at your new school as soon as possible so that the new school can request your federal financial aid records.
The Office of the Superintendent for Financial Institutions (OSFI) will instead allow banks to go on making decisions based on the homeowner's payment record.
Financial aid for the term immediately following the probationary semester will be placed on hold until the probationary status is cleared by the Records office.
The total amount allowed for meals is found on your school's Cost of Attendance record, which can be obtained at the financial aid office (and on their website most of the time).
Provide competent assistance with office procedures: telephone contacts, scheduling appointments, admitting and discharging patients, maintaining medical and financial records, and establishing and maintaining a clean and orderly veterinary facility.
RECEPTIONISTS Responsibilities include scheduling appointments, answering the telephone, setting up new clients and patients, preparation and maintenance of medical records, admitting and discharging patients, over the counter sales, mailings, computer operation, financial transactions, filing, and front office and reception area maintenance.
Client Care Specialist Responsibilities include scheduling appointments, answering the telephone, setting up new clients and patients, preparation and maintenance of medical records, admitting and discharging patients, filling some prescriptions, over the counter sales, mailings, computer operation, financial transactions, filing, and front office and reception area maintenance.
Responsibilities include scheduling appointments, answering the telephone, setting up new clients and patients, preparation and maintenance of medical records, admitting and discharging patients, filling some prescriptions, over the counter sales, mailings, computer operation, financial transactions, filing, and front office and reception area maintenance.
Qualifications desired include: outstanding client service skills; excellent telephone etiquette; computer / internet literacy; strong organizational skills; attention to detail; office duties such as filing, medical record management, and handling financial transactions; and other skills as assigned.
Admissions, Recruitment & Outreach Academic Advising Financial Aid & Scholarships Office of Registration & Records
Responsibilities include ensuring exceptional client service, educating clients on wellness topics, scheduling appointments, answering the telephone, setting up new clients and patients, preparation and maintenance of medical records, admitting and discharging patients, over the counter sales, mailings, computer operation, financial transactions, filing, and front office and reception area maintenance.
The position is central to consortium operations and involves providing administrative and travel support to PCIC staff, consolidating and maintaining financial and staff records and providing general administrative support from PCIC offices at the University of Victoria, Victoria, BC.
CMD and Common Cause provided the IRS Whistleblower Office with extensive evidence obtained through open records requests, original research and public financial documents detailing intentional misuse of ALEC by the Exxon to advance legislation of direct benefit to the company.
The NY AG's office recently confirmed that it is investigating claims that ExxonMobil suppressed climate change research and misled its investors about the potential financial impact of climate change, and has issued a subpoena demanding extensive financial records, emails and other documents.
SolarCity, SunRun and Sungevity have received subpoenas from the Treasury Department's office of inspector general for financial records to justify more than $ 500 million in federal grants and tax credits the firms tapped for performing work... SolarCity, SunRun and Sungevity have been by far the largest recipients among companies installing solar panels on homes.
Floods in Iowa in 2008 destroyed her office's computers, case files, calendars, and financial and billing 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.
So you've moved passed the shoebox of records containing the financial inflows and outflows that begrudgingly has to get organized by accountants or office staff.
Frazzled by the incessant demands for her company Acne Brick's financial records from her husband's divorce lawyer Ditcher Quick, company president Annie Acne was wondering what her next maneuver might be when her Information Technology officer walked into her office.
The problem is, between practicing law and managing your office, it can be difficult to keep meticulous financial records.
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