Sentences with phrase «processes of these financial tools»

Navigating the requirements and processes of these financial tools can be confusing and frustrating.

Not exact matches

BDO USA, one of the top financial consulting and assurance firms in the world, notes in its Consumer Business Compass blog that the retail industry's adoption of virtual reality (VR) and augmented reality (AR) is not an incredibly new tactic:» [Both] have been rapidly developing as viable business tools to connect with consumers in new ways and revolutionize business processes.»

Blythe Masters is CEO of Digital Asset, a New York headquartered financial technology company that builds distributed, encrypted straight through processing tools for wholesale financial service providers using distributed ledger technology.

I've been using their free financial tools since 2012 and have met many of their employees before as part of my due diligence process.

We offer a wide variety of financial tools, including master lease and master loan agreements that minimize paperwork and speed up the equipment delivery and funding process.

Accounting software is a set of tools and applications that streamline financial processes to help businesses and organizations manage their accounting activities.

If your marriage was very short, if both of you are committed to ending your marriage without a legal or financial battle, if you have no children or assets, and if neither of you wants or needs to receive spousal support (alimony) from the other, then you may be able to process your own divorce using a kit or online tools.

Some of these changes focused on innovative ways to use data to inform college access for students or the development of apps as a tool to increase student enrollment in college to ways to help streamline the process for filling out the FAFSA application — the federal application students complete to apply for financial aid.

This program reviews the Nine Steps to Home Ownership and gives people the tools and resources they need to understand and make good financial decisions at every stage of the process.

We make the process of securing a mortgage simple and straightforward by offering you the latest financial tools that enable you to make sound financial choices.

Below are some useful calculator tools, which will help you do some financial planning in the process of making the most important investment decision in your life.

The IPI Tools and Resources are designed to help you understand the process of investing so you can make smart financial decisions for you and your family.

From the basics of financial aid to staying on track during repayment, we've got free articles, tools, and eBooks to help borrowers better understand their options at every stage of the student loan process.

Among the many sectors of American entrepreneurship, insurance companies may not have the best reputation, but insurance is still one of the most valuable societal tools, allowing groups of people to pool their resources and protect themselves against financial ruin in the process.

We make the process of securing a mortgage simple and straightforward by offering you the latest in financial tools that enable you to make sound financial choices.

There is no part of this process that women, with a little bit of support from Google, a financial tool or two, and maybe even a financial advisor, are not equipped to do.

• Most financial advisors don't have much use for the Asset Distribution Tools, because it's basically a way of cheating the asset allocation process to get work done in a hurry.

Pöyry also has proven capabilities in due diligence analysis, with relevant tools, processes and framework thanks to continuous cooperation with a large number of industrial and financial sector clients.

GCs will increasingly prefer law firms with whom it is easy to do business because they have invested in organizing themselves effectively in terms of pricing models to deliver certainty and predictability, optimized e-billing practices which map to the departments own tools and processes, and ideally, real - time online reporting of financial data, helping the GC to manage his or her budgets and stakeholders.

Amber Baldet, Chair of the Enterprise Ethereum Alliance's Financial Industry Working Group and Blockchain Program Lead for J.P. Morgan said, «When companies like Synechron open source tools they have built to speed their own Quorum application development process, the entire Enterprise Ethereum community benefits.

Austin Burkett, the global head of Thomson Reuters» Quant and Feeds, has stated «News and social media are driving the investment and risk management process more than ever with the continuing rise of passive and quant - driven trading,» adding that «As the financial marketplace rises in complexity, so too does the need to provide our clients with not only the relevant data, but the tools to help them manage and analyze that data.

By means of numerous assignments and workshops, this career growth course teaches the students about several subjects such as, aiming and administrating goals, individual finances, characterizing superiority of performance in the place of work, identifying the significance of relational communiqué and gaining knowledge about when and where to employ it for obtaining the most valuable result, evaluating and appreciating the steps involved in the service processes from an manager's view point, introducing thriving tools for system and career search in the present hard - hitting financial system, knowing the conception in the wake of interviewing, giving right answers to those tricky questions, distinguishing several skill - set features and preparing vital marketing credentials such as, resume preparation, writing cover letter and thanks letter for entering and defending the students career.

Applied complex systems engineering processes, methodologies and tools to the design of system of systems, systems and new product development (financial and investment portals).

Financial professional with proven solid experience in delivering quality results in relation to deliverables requiring high attention to detail, planning, financial and business analysis and the minimization of inherent and acquired risks seeking a position using analytical methods and a variety of tools to understand, predict, improve and / or control cost, operations and pFinancial professional with proven solid experience in delivering quality results in relation to deliverables requiring high attention to detail, planning, financial and business analysis and the minimization of inherent and acquired risks seeking a position using analytical methods and a variety of tools to understand, predict, improve and / or control cost, operations and pfinancial and business analysis and the minimization of inherent and acquired risks seeking a position using analytical methods and a variety of tools to understand, predict, improve and / or control cost, operations and processes.

I have managed the financials, tooling, timing, processes and systems to launch dozens of new products in my career.

Non-Profit Program and Operations Coordinator — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various program administration functions, overseeing operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team, including program mission, marketing and public relations, vendor and volunteer management, member services and systems implementation Demonstrate leadership with respect to program direction, fundraising strategies and project management Provide continuous assessment of key considerations, potential issues, and the utilization of available resources, while furnishing oversight and guidance regarding effective donor recruitment and recognition strategies Perform needs - based and situational assessments of policies and procedures to evaluate program effectiveness, improve operational efficiency, manage and reduce costs, and promote both staff and member satisfaction Utilize talent among team members with focused training efforts, effective collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution of all related administrative and financial aspects of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the organization and maintenance of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes, policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevant tools

Event Planning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevant tools

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 generation

ING US Financial Services (Atlanta, GA) 5/2006 — 2/2009 Six Sigma Black Belt • Responsible for identifying, defining, and implementing continuous improvement (Six Sigma) projects • Communicated quality management tools and methodologies to project teams • Established and directed process improvement group reporting process • Cut annual process budget by 20 % by reducing testing / production errors through process standardization • Saved $ 350K of annual business contract production costs through vendor consolidation and elimination of manual product assembly • Identified $ 2 million in potential annual savings by developing a check processing distribution strategy • Reduced annual expenses by $ 1.7 million through cost avoidance by optimal vendor selection processes • Minimized business risk and legal mitigations by tracking / confirming contract delivery to clients and standardizing marketing forms practices and control measures • Mentored Green Belts and team members on their roles and responsibilities

Professional Experience Accenture (City, ST) Date — Date Lean Six Sigma (LSS) Consultant • Supported the United States Postal Service Continuous Improvement Office and Retail Service Area • Led a ZIP - Forward project validating the accuracy of POS originating Priority Mail data • Supported the United States Postal Service Finance Remediation and Compliance team • Directed ZIP - Forward project to define the Business Reply Mailer process and identify revenue leakage • Created a strategic roadmap of improvements for a new operational and financial processes • Reduced the risk of revenue loss and establish metrics for process analysis and benchmarking • Supported United States Postal Service Global Claims Accounting Services Group • Managed a ZIP - Forward Event to reduce claim backlog and overall adjudication process time • Improved mediation strategy and mitigation plan to assist in SOX certification • Provided coaching on LSS theories, methodologies, and tools to ZIP - Forward project team • Mentored a USPS employee to achieve Green Belt status

Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive efficiency

If your marriage was very short, if both of you are committed to ending your marriage without a legal or financial battle, if you have no children or assets, and if neither of you wants or needs to receive spousal support (alimony) from the other, then you may be able to process your own divorce using a kit or online tools.

There are a number of online budget tools that can help make this an easier process, and part of a healthy financial habit.

WASHINGTON, D.C. — Today the Consumer Financial Protection Bureau (CFPB) is releasing new online tools as part of its Know Before You Owe initiative aimed at helping consumers navigate the mortgage process.

In fact, many of his financial management tools and processes have been implemented company - wide as standard operating procedure.