Sentences with phrase «plan software vendors»

So when financial plan software vendors say their software simulates anything before retirement, then you either misunderstood, they're misleading you, or there is a cash flow savings goal somewhere it's trying to solve for.

• Financial advisers have been brainwashed by financial plan software vendors into thinking that Monte Carlo is one of the needed and / or required magic Holy Grails of financial software; and without it, they'll lose their clients to more on - the - ball advisors that can «wow» them better with fancy charts and graphs.

Most financial plan software vendors with Monte Carlo use it in their retirement planning modules.

Next, big financial planning software vendors are able to barely survive just because they've had large infusions of capital from the life insurance industry.

In 2014, they bought financial planning software vendor eMoney.

Not exact matches

If you plan to purchase software in this category, the most important first step would be to determine the level of maturity that you plan to achieve for your brand, so that you can select a vendor who aligns to your aspirations.

Other departments have similar plans — the FBI is talking to software vendors, and the Department of Homeland Security already has a monitoring system up and running.

Every month, the organization awards computers, gadgets, and software donated by vendors to the teachers who submitted the best lesson plans (as determined by its board of reviewers).

And private, for - profit vendors selling lesson plans, educational software and student assessments will be right there to provide it.»

The BDs and the life insurance companies then get with the current «financial plan software» vendor that has the best chances of moving the most in life insurance company products, and American Funds.

The way our retirement software, comprehensive financial planning software, and college planner software performs Monte Carlo simulations is superior to all other vendors.

Because some detail - oriented financial planners like to torture themselves with arcane features of financial plan software, vendors have responded.

These vendors are also probably kicking back money (to BD management) in return for not approving any other financial plan software.

Small business in the health care sector affected by this rule may include such businesses as: Nonprofit health plans, hospitals, and skilled nursing facilities (SNFs); small businesses providing health coverage; small physician practices; pharmacies; laboratories; durable medical equipment (DME) suppliers; health care clearinghouses; billing companies; and vendors that supply software applications to health care entities.

Originally, I asked a number of software vendors to elaborate on their plans for the semantic web.

If our processing vendor has problems with our billing software, or the billing software malfunctions, we could lose customers who subscribe to our legal plans, registered agent services and other subscription services, which could decrease our revenues.

Free software vendors make so much more money by bundling other software than they do by selling subscriptions that it's pretty much the only business plan that anybody can consider using.

Examples of IT Assistant duties include taking assignments from managers, configuring hardware and software, answering phone calls, managing emails, maintaining inventory, updating databases, liaising with vendors, creating backup plans needed in case of network failure, reporting to managers, and instructing junior staff.

Skilled in planning, monitoring and recording software licenses and hardware assets to ensure compliance with vendor contracts.

• Skilled in developing various themes and events while keeping the client's preferences in mind • Strong organizational, time management and task prioritization skills along with insightful ability to complete projects flawlessly on a strict timeline in limited budget • Excellent communication and interpersonal skills, profound ability to negotiate productive deals with vendors • Apt at idea conception, project outline development, theme approval, vendor negotiations and event marketing • Track record of delivering high quality thematic event planning services and attaining 100 % client satisfaction • Well versed in meeting with clients, discussing the event details and developing a clear understanding of their expectations • Strong presentation skills, solid ability to demonstrate sample themes using multimedia and graphic software • Great attention to detail, fully able to manage given budget effectively • Special knack for developing ample marketing strategies for social events and implementing the same real time, through social media and other advertisement channels • Diverse knowledge of different cultures of the world, hands on experience in planning cross cultural weddings and multinational conferences catering for expected norms form both sides • Expert in menu setting, venue selection, décor supervision, theme setting and project promotion • Well practiced in overseeing the team of vendors, service suppliers, photographers, caterers and helpers • Hands on experience in coordinating various non-government organization based fundraising and donor communication activities • Strong numeracy skills with proven ability to manage budgets up till $ 15M effectively • Particularly effective in devising print material, social media and TV / radio ad based campaigns for promotion of social events • Demonstrated ability to design invites, make stay and travel arrangements for the guests and remind them regarding important dates • Expert in pre-planning, onsite management and post program evaluation • Ability to work autonomously while maintaining a dynamic work environment and keeping up a motivational team spirit among the employees

Project management of system upgrades and turnkey computer systems, responsibilities include working with computer applications vendors, research computer hardware and software solutions, evaluating, recommending, designing, planning, installations, testing and commissioning.

Tags for this Online Resume: Management, Integrate, Networking, Systems Analyst, Buying, Real Estate, Enterprise Software, Infrastructure, Pricing, Software, agile, software, Supervise, motivate and lead employees, workforce planning, HRIS, PMO, Scrum, Project Management, Program Managment, Reporting, Finance Manager, scope, budget and schedule, Implementation, Improve Efficiency, Presentations, Portfolio Management, Cross-functional teams, Resource Management, Vendor Management

Tags for this Online Resume: PMO, Program Director, Project manager, Project Management, Senior Project Manager, SharePoint, Sharepoint Technologies, Support, Workbench, Business Intelligence, Database, Enterprise Resource Planning, Functional Specs, Hyperion, Java Programming Language, Oracle, Oracle Database, Systems Architect, Data Security, Data Quality, Organizational Change Management, Vendor Relations, agile, Applications Development, CRM, c++, html, c#, it jobs, linux, java, sql, software

I am a USA Citizen and I was born in The United States of America AREAS OF EXPERTISE Manufacturing Engineer Planning Operations & Component Engineer Flight Test Engineer Project Management Project Business Analyst Microsoft MS Project Functional Analyst / Tester Component Engineering Quality Assurance (QA) Configuration Management (CM) Data Conversion, vendor out - sourcing and customer reviews ENGINEERING TOOLS / SOFTWARE UTILIZ...

Tags for this Online Resume: Insurance, Management, Bonds, Compensation, Scheduling, Vendor Invoices, Workers Compensation, Architectural, Construction, Problem Solving, travel, expense reports, software, calendaring, scheduling, subcontracts, contracts, job costing, submittals, permits, inspections, project slicks, brochures, proposals, event planning

* BS degree in Electrical Engineering & Computer Science with over 30 years of Controls Engineering experience * Over (10) years of SCADA Technology (coordinate SCADA project activities which include conceptual planning, design, development, installation, testing, and commissioning of SCADA related hardware and software systems; parties involved include vendors as well as internal customers, define requirements betw...

Information Technology (IT) Director — Duties & Responsibilities Manage IT department, customer service technicians, client / staff training, and a multimillion dollar budget Set and strictly adhere to departmental budgets and timelines ensuring timely and cost effective operations Responsible for 150 servers in a VM / SAN environment, Cisco network, and MAN connection between offices Maintain 4 9's uptime on all IT services and attain 100 % SLA compliance with clarification of SOW terms Successfully manage multiple building moves and build outs with zero IT downtime Oversee PBX to Cisco Unified Communications change, VMWare / SAN implementation, and hosting of 20 ASP clients Create and implement complete helpdesk department and remote resolution of client issues Negotiate and administer contracts and partnerships with vendors, service providers, and other parties Configure, troubleshoot, and support 300 + corporate workstations ensuring efficient, effective, and secure operations Oversee remote network access, VPN support, and phone support for remote executives Install, configure, troubleshoot, and support multiple Windows and SQL servers Design and implement enterprise disaster recovery systems, processes, and policies Plan and develop of LAN / WAN hardware and software requirements, updates, and related equipment Facilitate customer contracts / billing, technical support, and end - user training Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Collaborate with department managers to identify and address security concerns through IT Security policies Author reports concerning IT department operations, suggested hardware / software updates, and other pertinent data Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

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 optimization

• Installed, configured, and managed multiple web sites supporting global e-commerce and e-business credit in technical environments comprised of Solaris 8 - 10 (LDOMS, ZFS, RAID, ZONES, CONTAINERS), Aix 6.1 - 7.1, Linux 4.0 - 5.5, Web Sphere MQ, Apache, Jboss, ATG, DB2, Oracle, MySQL and VMware • Optimized data security through close cooperation between Network Administration, Unix System Administration, NT Administration, DBA, and Backup and Recovery Administration teams • Installed Emulex LPFc, EMC Power path, Navisphere, Veritas Volume Manager, Veritas cluster server, Veritas File system, Veritas Net Backup etc. and archived original configuration • Utilized expertise in managing and performance tuning major RDBMS Oracle / Sybase / SQL / Informix / DB2 / ATG / SAP • Built and configured IBM, HP and Sun servers, EMC, TSM and Sun SAN • Architected Disaster Recovery System, conducted testing, observed fail errors, and reset the systems • Compiled opensource applications and packages as necessary for the source of both Solaris and RPM packages • Installed and configured Nagios, Cacti and MRTG graphing tool to monitor and visualize servers and network devices • Managed Send Mail, SFTP, FTP, HTTP, SSL, SSH, DHCP, DNS, NIS, NIS +, DHCP, LDAP, Apache, Tomcat, Web Sphere, BMC Patrol, HP Open View, and Nagios • Coordinated efforts among Development, QA, Production, DR, Systems, DBA, Production, Support, Network Administration, and Applications groups for project completion ahead of schedule and under budget • Planned and developed projects, performed user acceptance tests, and applied patches to fix bugs • Served as liaison with vendors multiple vendors including Cisco, EMC, HP, IBM, Red Hat Linux, Oracle, Sun, and Symantec resolving hardware and software issues in a timely and professional manner

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gePlanning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Hazeltine Corporation, US Dynamics Corporation (New York, NY) 1986 — 1995 Manager / Supervisory Engineer Program and Software Quality Assurance • Managed and budgeted for Program and Software Quality Assurance department of 24 personnel • Trained quality engineers and testers conducing software testing (load test, regression test, and Performance Test) • Reviewed operation sheets, developed test plans, and inspection instructions for defense electronics and computing products • Performed statistical process control for automated component insertion, web soldering process, and software testing • Led product support team, material review boards, and responded to quality deficiency report • Increased productivity and reduced cost by improving processes and training personnel • Investigated cause of product quality deficiency, provided corrective actions, and performed vendor certification

Sales Management and Business Development — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while overseeing sales and marketing operations, executing critical business development functions, and both managing and leveraging key business, client, and vendor relationships Perform needs - based analyses and situational assessments to develop, market, and improve products and services, generating increased revenue through improved close ratios with customer - focused and consultative sales strategies Collaborate in all phases of strategic business planning with other senior - level management personnel, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install sales, marketing, and support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of related business opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation and cost control Develop and maintain a strong working knowledge of respective products, services, and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Utilize familiarity with various marketing media, technology applications and software, compensation arrangements, budget operations, quality assurance processes, and territory management Act as a liaison between clients, vendors, sales and support staff, and other members of the executive management team

The challenge is when these new shiny pennies are introduced into the existing brokerage infrastructure, it takes planning and execution by your software vendor, management team and especially office staff to ensure a smooth transition.

Continuous innovation and best value tech tools for real estate industry is what we are all about; we also plan to partner with third party software vendors whenever it makes sense.