Sentences with phrase «present monthly financial statements»

Not exact matches

Review financial statements and all other reports and compile the information to present during monthly meetings with the national operations head

Present monthly, quarterly and annual financial statements to executives and board of directors

• Created monthly and quarterly profit / loss statements • Prepared financial data and analyzed budgets • Presented financial data to grant committees and board • Developed and implemented fiscal improvements

Responsibilities Performed cash flow analysis Prepared and presented monthly financial reports and statements Negotiated with supplies on cost of goods received Managed inventory levels Typing and filing reports

CORPORATION, Austin, TX Assistant Controller, November, 2013 - Present • Prepare and issue monthly financial statements and reports • Ensure implementation of accounting policies an tackle noncompliance issues • Conduct accounts and subsidiary ledgers reconciliation regularly to identify and rectify any discrepancies found • Supervise and monitor internal accounts control, cash flow and database management • Maintain accountability to the firm's financial resources • Assist in annual audits and issue recommendations for policy changes based on same

PROFESSIONAL EXPERIENCE Brinkley, Morgan, Ft. Lauderdale • FL 2003 — Present Controller Provide analyzation and oversight for monthly operations against budget expenses, and coordinate all month end close, prepare financial statements and reports for upper management.

Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships

Professional Experience CMG Worldwide Inc. (City, ST) 5/2008 — Present Finance Manager • Oversaw finances of intellectual property law firm generating $ 6 - $ 12 million in annual revenue • Hired, trained, supervised, and reviewed junior accounting associates and support staff • Authored and implemented corporate and departmental budgets • Analyzed expenses and recommended strategies to cut costs while increasing efficiency • Tracked and managed expenditures of approximately $ 100,000 per week • Verified accuracy of all expenses and revenues ensuring precise financial records • Prepared income statements, balance sheets, and monthly, quarterly, and yearly financial reports • Assisted senior leadership and outside personnel with the annual corporate audit • Operated and maintained the computerized accounting system and all hard files • Monitored and documented employee expense accounts, credit cards, and purchase orders • Managed general ledger and various credit, checking, stock, and other corporate accounts • Created monthly clientele reports detailing expenses and revenues from each account • Proficient in Microsoft Money, Quicken, QuickBooks, Tax Cut, Turbo Tax, and other software