Sentences with phrase «professional financial management firm»

After retirement federal annuitants can transfer all or a part of their TSP account to a professional financial management firm or to a self managed retirement account with companies like Fidelity and Vanguard where many more investment options are available.

Not exact matches

While with the firm, he worked with financial professionals in equity research, macro-strategy, institutional equity sales, investment banking, and wealth management.

A foundational professional development course that takes you through the essential steps of money management - providing a firm financial foundation - for you and those you serve.

Our firm's day - to - day management is conducted by a team of accomplished professionals who oversee its operations, financial management and compliance requirements.

«We have identified a great firm in Sterne Agee to bolster our Global Wealth Management group with the addition of more than 700 financial advisors and independent representatives increasing advisor professionals by 35 %.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Rmanagement firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and RManagement division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

Richardson, TX About Blog Tannery & Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how professional and investment services can be delivered.Our team is experienced and credentialed in both financial planning, portfolio management and accounting / tax services.

Blue Water Portfolios — an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment maFinancial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment maFINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment mManagement, LLC, a fee - only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment mafinancial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment mafinancial goal planning, and low cost investment managementmanagement.

Unlike many traditional wealth management or financial planning firms, EIWS aims to remove barriers to financial advisory for young professionals still building a career and income.

Elite is a suite of «enterprise business management» products for law firms and other professional services firms that handle financial management, client and matter management, business development and risk management.

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Professional marketing pioneer Bruce Marcus (1925 - 2014) said of Gerry that he is «light years ahead of almost everybody else,» and The Financial Post described him as «Canada's professional firm management and marketing guru, with a client base stretching from Britain to the UnProfessional marketing pioneer Bruce Marcus (1925 - 2014) said of Gerry that he is «light years ahead of almost everybody else,» and The Financial Post described him as «Canada's professional firm management and marketing guru, with a client base stretching from Britain to the Unprofessional firm management and marketing guru, with a client base stretching from Britain to the United States.

Thomson Reuters Elite offers an end - to - end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms including business development, risk management, client and matter management, and financial management.

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Those responsible for management, strategy, sales, marketing, business development and PR from any solution provider that provides goods or services to professional services firms (including but not limited to law, accounting, consulting and financial services) should apply for free membership with CoPSP.

In the financial services sector, Betul acts for insurers, financial advisors and wealth management firms to defend and resolve mis - selling and professional negligence claims.

(3) Managing partners and members of executive committees recognize the value of employing professional law firm administrators to introduce higher levels of acumen about financial analyses and management reporting, human resources management, technological and organizational skills to better manage their law firms as professional business organizations.

If you are not familiar with Elite, it is a suite of products for law firms and other professional services firms that handle financial management, matter management, business development and risk management.

Based in London, the team provides professional and technical services that support the entire life cycle of law firms» practice management and financial systems software.

Applicants should be qualified accountants (ACA, CIMA, ACCA) with extensive financial business partnering experience in either a law firm or similar type of professional services business (accountancy practice, management consultancy).

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Held immediately before ALA's Regional Legal Management Conferences in Chicago and Austin, ALA's Finance Workshop for Legal Professionals will specifically focus on issues and challenges facing those responsible for firm financials and profitability.

He has consulted for a number of law firms in the areas of practice financial management, buy - sell agreements and cash flow analysis and has advised many different professional practices in the areas of cash management and operations, financing and asset protection

Professional development staff certainly can be invaluable in helping develop firm - specific case - studies, integrating LPM into their firm's administrative and financial management systems and putting a firm - specific cultural face on what to many lawyers is a sweeping and disturbing change from traditional practices.

A popular facilitator, teacher and retreat speaker, Gerry is a widely recognized expert on managing professional service firms, described by The Financial Post as «Canada's professional firm management and marketing guru, with a client base stretching from Britain to the United States.»

Uniquely positioned via decades of experience as attorneys, law firm administrators, paralegals, law firm trainers, and legal IT, Affinity consultants have been working with law firm clients since 1998 on technology audits; strategic business & management assessments; technology selection and implementations; traditional and cloud - based financial practice management; litigation support and trial preparedness; and in - house training and professional development.

Chris has been a leading practitioner and pioneer in the field of professional firm business management for almost 20 years, building his experience in legal, accounting, consulting, financial services and outsourced services organizations.

«Deloitte» is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, tax, and related services to select clients.

Richardson, TX About Blog Tannery & Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how professional and investment services can be delivered.Our team is experienced and credentialed in both financial planning, portfolio management and accounting / tax services.

To become a successful finance professional heading the middle level management of any firm making financial decisions and performing optimal resource allocation to increase the profits and market share of the firm working for.

Create Resume NOAH MILLER 100 Main Street, Cityplace, CA, 91019 [phone] [email protected] Professional Summary Financial services professional with management experience and entrepreneurial background seeking to continue career with established and growing firm in a financial, compliance or operaProfessional Summary Financial services professional with management experience and entrepreneurial background seeking to continue career with established and growing firm in a financial, compliance or operatioFinancial services professional with management experience and entrepreneurial background seeking to continue career with established and growing firm in a financial, compliance or operaprofessional with management experience and entrepreneurial background seeking to continue career with established and growing firm in a financial, compliance or operatiofinancial, compliance or operational role.

Summary of Experience: Decades of experience in information technology, holding staff, supervisory and management positions in major divisions of Fortune 100 companies and a Big Six professional services firm, involved with the following industries: * Consumer Products * Financial Services (banking, brokerage, * Retail insurance) * Pharmaceuticals * Telecommunications * Automotive * Entertainment * Transportation * Publishi...

Senior Level Financial Professional with extensive managerial operations experience for one of the largest public financial asset management firms iFinancial Professional with extensive managerial operations experience for one of the largest public financial asset management firms ifinancial asset management firms in Europe.

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales 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 products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency

Nationwide About Blog First Corporate Solutions is a risk management firm providing global UCC & Corporate due diligence solutions and software for legal and financial professionals.

Kansas City, MO About Blog We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner.

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

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

Gemaire Distributors, Inc. -LRB-[Insert City, State]-RRB- 12/1992 — 6/1996 Assistant Credit Manager • Held responsibility for credit decisions and the related control, maintenance, and management of approximately 1200 accounts, communicating effectively with customers through professional correspondence or telephone conversation • Batched and balanced checks for both bank deposit and financial log entry, while applying payments to accounts, reconciling bank statements, and auditing all financial files regularly to ensure data integrity • Collected on past - due invoices while working efficiently to resolve disputes • Collaborated as needed with firm attorney after the exhaustion of all practical collections methods • Worked with other members of the finance department to facilitate timely information flow and overall financial accuracy

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network

Richardson, TX About Blog Tannery & Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how professional and investment services can be delivered.Our team is experienced and credentialed in both financial planning, portfolio management and accounting / tax services.

At this time, real estate firms and professionals engaged in brokerage or property management activities are not required to implement formal anti-money laundering or anti-terrorist financing (AML / TF) programs, as do regulated financial institutions.

It is a privately held firm led by Ramnik Chopra and a seasoned management team that has extensive experience in commercial and residential real estate, along with professional and financial services and marketing, the company says.