Sentences with phrase «organizations financial department»

Financial consultants are back bone of every organizations financial department.

Not exact matches

The law exists because far too many organizations that report to the department of financial services don't address cybersecurity with their employees in a way that helps ward off the danger of a successful attack.

So Trump's tax return could tell how much income they made, offering fresh information about the financial health of his organization, according to Robert Kovacev, a lawyer at Steptoe & Johnson and former Justice Department Tax Division official who represents taxpayers in high - profile tax disputes with the IRS.

Membership is appropriate for all organizations involved in the energy industry in Canada, including energy producers, energy users, equipment manufacturers, engineering firms, energy associations, financial organizations, legal firms, educational institutions, and government departments and agencies.

With massive and increasing structural deficits; exploding debt in all sectors; hostile demographics; social and political fracturing and disintegration; grotesque wealth inequality; extraordinary global trade competition; a complete collapse of respect for vital government organizations such as the Justice Department and FBI, which the people now realize have gone rogue; an extremely complex and corrosive global geopolitical environment; the real prospect of war, potentially nuclear and worldwide; not to mention numerous additional factors, we can only point to few other times in history more dangerous to the people's financial welfare, and therefore more overall bullish for gold, one of the only financial sanctuaries proven to work in times of dislocation.

Even though it was produced by a financial site, the report isn't only concerned with charitable giving; time spent on «volunteering and service» also factored into the overall numbers which were compiled by looking at data from a collection of sources including Gallup, the Census Bureau, Department of Housing and Urban Development, the IRS and the organization Feeding America.

• Better protecting consumers and investors: A newly - formed Department of Financial Regulation will merge the Insurance Department, Banking Department, and the Consumer Protection Board to better regulate modern financial services organFinancial Regulation will merge the Insurance Department, Banking Department, and the Consumer Protection Board to better regulate modern financial services organfinancial services organizations.

More than half the insurers surveyed by the NYS Financial Services Department reported their organization's current information security strategy adequately addresses new and emerging risks.

The Seneca Nation of Indians Economic Development Company (SNIEDC) is pleased to announce that the organization has received official certification as a Community Development Financial Institution (CDFI) from the U.S. Department of the Treasury.

In a statement issued on 12 October, the U.S. Department of State cited three reasons for its decision: UNESCO has an «anti-Israel bias,» needs «fundamental reform,» and the United States has a mounting financial debt to the organization that, under U.S. law, it can not pay.

This can be the best option if you already have a dedicated IT department, have increased integration needs with legacy services in your enterprise datacenter, or want total privacy assurances (as can be the case in financial organizations or government agencies).

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

To further the organization's mission in her capacity she draws upon a wide depth and breadth of practical and theoretical knowledge and experience gained from: ten years serving the SC Department of Education Title I, Part C Education of Migratory Children / Youth program, five years as the state coordinator and five years as a state recruiter / outreach worker; working as an Spanish / English interpreter / translator for the University of SC's Center for Child and Family Studies HABLA project and an undergraduate professor in Political Philosophy and Ideology and World Politics; serving in the United State Peace Corps for three years in Mali, West Africa to improve women's financial sustainability and promotion of girls education; employment at the UN headquarters; living / studying / working / conducting research in the Philippines, Syria, Mali, France, and Spain; obtainment of a PhD in International Relations from the University of South Carolina in 2012; a MS in International Business, and a MA in Diplomacy and International Relations from Seton Hall University in 2001; and a BA in International Studies with a focus in Management, French, and Spanish from the College of Saint Elizabeth in 1999.

This includes State Departments of Transportation, transit agencies, airports, transportation planning organizations, and any other entities that receive Federal financial assistance, either directly or as a sub-recipient.

The rule was made by the Department of Labor (rather than any actual finance - based organization) and imposes a fiduciary standard on all financial advisors and firms who handle customers» retirement money.

EGF is a nonprofit organization and is certified by U.S. Department of Treasury as a Community Development Financial Institution (CDFI).

● The financial aid office at your chosen college or university ● A TRIO counselor or high school counselor ● The U.S. Department of Labor's scholarship search tool ● Your local library's reference section ● Foundations, religious organizations, community groups, civic organizations, or local businesses ● Your employer or your parents» employers ● Organizations focused on helping disenfranchised youth ● Organizations related to your desired field ● Federal and state grant agencies

We have compiled a list of organizations that may be able to provide special clients with financial assistance for veterinary care: Angels 4 Animals Financial Aid 3941 Park Dr # 20 - 135 El Dorado Hills, CA 95762 [phone] www.angels4animals.org Animal Support Spay & Neuter Services [phone] [email protected] Animal Medical Assistance Fund [email protected] [email protected] Care Credit Interest Free Credit Card Company [phone] www.carecredit.com Department of Animal Services Spay / Neuter, Vaccinations & Microchipping [phone] www.sddac.com Face Foundation Emergency & Critical Care [phone] www.face4pets.org In Memory of Magic (IMOM) Emergency Vet Care [phone] www.imom.org Pet Assistance of San Diego Spay & Neuter [phone] www.orgsites.com/pet-assistance Red Rover Financial Need, Homeless / Rescued Animals P.O Box 188890 Sacramento, CA 95818 [phone] www.redrover.org Shakespeare Animal Fund Financial Need [phone] www.shakespearanimalfund.org Spay / Neuter Action Project (SNAP) Spay & Neuter [phone] www.snap-sandiego.org The Pet Fund Financial Need [phone] [email protected] www.thepefinancial assistance for veterinary care: Angels 4 Animals Financial Aid 3941 Park Dr # 20 - 135 El Dorado Hills, CA 95762 [phone] www.angels4animals.org Animal Support Spay & Neuter Services [phone] [email protected] Animal Medical Assistance Fund [email protected] [email protected] Care Credit Interest Free Credit Card Company [phone] www.carecredit.com Department of Animal Services Spay / Neuter, Vaccinations & Microchipping [phone] www.sddac.com Face Foundation Emergency & Critical Care [phone] www.face4pets.org In Memory of Magic (IMOM) Emergency Vet Care [phone] www.imom.org Pet Assistance of San Diego Spay & Neuter [phone] www.orgsites.com/pet-assistance Red Rover Financial Need, Homeless / Rescued Animals P.O Box 188890 Sacramento, CA 95818 [phone] www.redrover.org Shakespeare Animal Fund Financial Need [phone] www.shakespearanimalfund.org Spay / Neuter Action Project (SNAP) Spay & Neuter [phone] www.snap-sandiego.org The Pet Fund Financial Need [phone] [email protected] www.thepeFinancial Aid 3941 Park Dr # 20 - 135 El Dorado Hills, CA 95762 [phone] www.angels4animals.org Animal Support Spay & Neuter Services [phone] [email protected] Animal Medical Assistance Fund [email protected] [email protected] Care Credit Interest Free Credit Card Company [phone] www.carecredit.com Department of Animal Services Spay / Neuter, Vaccinations & Microchipping [phone] www.sddac.com Face Foundation Emergency & Critical Care [phone] www.face4pets.org In Memory of Magic (IMOM) Emergency Vet Care [phone] www.imom.org Pet Assistance of San Diego Spay & Neuter [phone] www.orgsites.com/pet-assistance Red Rover Financial Need, Homeless / Rescued Animals P.O Box 188890 Sacramento, CA 95818 [phone] www.redrover.org Shakespeare Animal Fund Financial Need [phone] www.shakespearanimalfund.org Spay / Neuter Action Project (SNAP) Spay & Neuter [phone] www.snap-sandiego.org The Pet Fund Financial Need [phone] [email protected] www.thepeFinancial Need, Homeless / Rescued Animals P.O Box 188890 Sacramento, CA 95818 [phone] www.redrover.org Shakespeare Animal Fund Financial Need [phone] www.shakespearanimalfund.org Spay / Neuter Action Project (SNAP) Spay & Neuter [phone] www.snap-sandiego.org The Pet Fund Financial Need [phone] [email protected] www.thepeFinancial Need [phone] www.shakespearanimalfund.org Spay / Neuter Action Project (SNAP) Spay & Neuter [phone] www.snap-sandiego.org The Pet Fund Financial Need [phone] [email protected] www.thepeFinancial Need [phone] [email protected] www.thepetfund.com

The Center for Carbon Removal has deep connections across the UC Berkeley campus, making BECI, whose mission is to coordinate energy and climate research / projects across departments at UC Berkeley, a well - aligned financial partner for our growing organization.

File a charitable organization form and a copy of the IRS 501 (c)(3) determination letter with the Maine Department of Professional and Financial Regulation.

Nonprofits must file a charitable organization registration form with the Maine Department of Professional and Financial Regulation on Nov. 30 each year.

Unsurprisingly, if the law department / outside firm financial engagement processes are lacking, resulting in (for example), budget overruns or unexpected bills, and this contributes to a poor perception of the GC within his or other organization, the GC will remember this when it comes to the next buy decision; it will not matter whether it is the firm or department which is at fault.

You can break down each competitor based on price, consumer ratings, customer service department organization and philosophy, or even financial solvency.

Ensure that the billing department complies with the financial policy and procedure of the organization

Led financial operations of firm: Directed, planned, and supervised financial department and its interface with other departments, clients, financial organizations and authorities.

They also support the finance departments and business analysts in drafting the financial goals of the organization by interpreting accounting data and presenting true financial position of the organization.

The financial department of an organization consists of a team of finance experts, and the designation «finance officer», signifies an executive in that department for a generalized job profile.

Worked as an account manager in this financial organization and handled a team of 12 employees from the accounting department, responsible for following duties: supervising team and their work efficiently, preparing new strategies and policies for the department, motivating the team in achieving objectives of the organization, preparing financial statement and reports and sending them to the senior authority

The finance department of the company manages the money and other financial transactions needed and done by an organization.

Account payable works in an accounting or financial department in an organization.

A security analyst is that employee of a company or an organization who is responsible for working in the finance department to study the industry, the trends of economics and devise plans to secure the financial conditions based on the observations.

The Accounting department is uniquely positioned in any organization to know the company's financial situation inside and out.

A payroll administration works in the financial department of the organization.

Mortgage manager handles and oversee the activities involved in loan department especially in financial organizations.

Accountant can be called as the most important person with respect to the financial department of any organization.

Management accountants work in tax, budgetary and financial departments at private, corporate, government and nonprofit organizations.

Business controller monitors accounting department and plans the financial activities of the organization.

Fresher Accounting Resume format is helpful for fresh graduates who want to seek jobs in investment companies, banking institutions, financial service providers, trading and stock brokerage firms etc or simply opt the career in accounting department of any other organization.

A general accountant is one who is the most important person with respect to the financial department of an organization.

A chief financial officer is an individual who heads the finance department of an organization.

A financial manager is an individual who is responsible for looking after and managing all the operations taking place in the financial department of an organization.

• Create financial reports, balance sheets and shareholder reports while ensuring accurate financial reporting throughout the organization by working closely with various departments.

BBA: Accounting And finance, 2009 American International University... and rewarding position in Financial Control or Accounting Department to meet my competencies, capabilities... Expert in customer relations General ledger accounting Excellent attention to detail Strong organization

Accounts Payable and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various related accounting principles, regulations, and applications, continuously utilizing changes to business accounting landscape within current responsibilities Apply various accounting rules and GAAP procedures to critical functions, including the review and approval of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction management, and other tasks Provide relevant oversight and administration to all aspects of accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice management Perform regular account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and oFinancial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various related accounting principles, regulations, and applications, continuously utilizing changes to business accounting landscape within current responsibilities Apply various accounting rules and GAAP procedures to critical functions, including the review and approval of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction management, and other tasks Provide relevant oversight and administration to all aspects of accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice management Perform regular account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and ofinancial reconciliations, cash flow and discrepancy analyses, transaction management, and other tasks Provide relevant oversight and administration to all aspects of accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice management Perform regular account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and ofinancial accuracy audits, and invoice management Perform regular account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and ofinancial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and ofinancial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and ofinancial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and ofinancial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optFinancial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pFinancial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

NCOA has partnered with GreenPath Financial Wellness — a nonprofit financial wellness organization approved by the U.S. Department of Housing & Urban Development (HUD) to do housing counseling — to offer reverse mortgage counseling to older hoFinancial Wellness — a nonprofit financial wellness organization approved by the U.S. Department of Housing & Urban Development (HUD) to do housing counseling — to offer reverse mortgage counseling to older hofinancial wellness organization approved by the U.S. Department of Housing & Urban Development (HUD) to do housing counseling — to offer reverse mortgage counseling to older homeowners.

This online portal site, which is under the Department of Health and Human Services, contains both free retirement planning advice and links to both nonprofit organizations and vendors of financial services.