The parties may work with a Financial Consultant to gather financial information and
provide financial projections.
Your banker will probably ask you to
provide financial projections for the business.
Provided market research, partnership identification and negotiations,
provided all financial projection analysis, and provided cultural education.
Not exact matches
This year's list is the product of old - fashioned reporting, boosted by data and insight supplied by a trio of independent research firms: Sageworks, which performs
financial analyses of privately held companies; Plunkett Research, a business intelligence firm that studies trends affecting the world's most vital industries; and IBISWorld, which
provides industry growth figures, five - year revenue
projections, employment growth, profit margin averages, and industry competition ratings.
Aikins Venture Capital
provides all estate contracts for the buying and selling of properties, as well as necessary accounting and
financial projections.
the
financial or other
projections we may
provide to the public, any changes in those
projections, or our failure to meet those
projections;
the
financial projections we may
provide to the public, any changes in those
projections or our failure to meet those
projections;
As they write in all
financial services advertisements, past performance is no guarantee of future results, but companies nevertheless still
provide projections to enable potential investors to consider what might be achieved.
That
financial study and actuarial
projection entailed an assessment of the cost involved in
providing public healthcare and financing same over a ten year period.
In a letter to the Social Security trustees in December 2003, the American Academy of Actuaries, the leading professional organization of actuaries, warned that infinite - horizon
projections «
provide little if any useful information about the program's long - term finances and indeed are likely to mislead anyone lacking technical expertise in the demographic, economic, and actuarial aspects of the program's finances into believing that the program is in far worse
financial shape than is actually indicated».
In this way,
projections would contain sufficient information for risk analysts to
provide more informed recommendations to
financial decision makers.
In a letter to the Academies Enterprise Trust (AET), EFA director for academies and maintained schools Sue Baldwin said she had «significant concerns about the volatility shown in the series of
financial projections»
provided by the trust.
However, if retirement is getting closer, consider hiring a qualified
financial planner who can
provide detailed
projections that are tailored to your objectives and particular circumstances.
The video residency program, entering its inaugural year, is intended to
provide financial, technical, and consulting support for an artist to create a new work that utilizes the gallery's unique multi-media
projection system.
Analyze client's
financial information; identify client's objectives, risk tolerance and circumstances to develop a thorough
financial plan and to
provide investment strategies, tax
projections and
financial guidance.
Coordinated with the Continuous Improvement and Design Department to reduce labor expense by 22 % Review
financial statements, sales and activity reports Adjust
projection data to measure productivity and manage expenses Manage staff, prepare work schedules, and assign specific duties per leadership skills Establish and implement departmental policies, goals, objectives, and procedures Determine staffing requirements such as interviews, hiring, and training new employees Plan, direct, and coordinate activities such as sales promotions across multiple departments to exceed sales goals Coach and
provide real time feedback to employees to assist with development and expectations Research and analyze process breakdowns and coordinate with appropriate employees to identify and solve problems Writes and administers effective documentation.
Senior Sales Executive (2005 — 2010) • Oversaw major account development for a variety of clients and product lines • Managed junior sales representatives ensuring profitable and professional operation • Crafted sales presentations,
projections, and
financial reports •
Provided timely and effective issue resolution for customers and senior management
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
Dean Morgan K.K. 2006 Strategy and Business Development Consultant •
Provided detailed pre-acquisition strategic analysis and
financial projections which led to successful purchase, expected synergies, and company growth • Aided key members in the formulation of integration strategies, including HR, training, and staff policies • Collaborated in the development of spin - off plans for software service business, resulting in a strategic JV with growth potential
Regional Restaurant Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, supervising the facilitation of food sales, overseeing restaurant operations and promoting a high - quality, memorable customer dining experience Participate in all phases of strategic store - level planning with other management professionals, including local staffing, service - related concerns, inventory control, merchandising, sales and revenue
projections, and local competition Employ various strategies to manage and reduce food, beverage and labor expenses Supervise all store opening and closing functions, including the acquisition and sale of all equipment, state and county inspections, general contractor relations, hiring and terminations, and
financial data transmission Perform continuous assessment of all operational aspects while furnishing oversight and guidance regarding the effective application and execution of critical internal policies and procedures to standardize restaurant offering across markets Meet and exceed customer satisfaction benchmarks while tracking progress versus established branch and corporate guidelines Identify and utilize talent among team members with focused training efforts, targeted professional hiring, job fair management and the promotion of a performance - based work environment that leverages individual talents for group benefit
Provide relevant administration and oversight with respect to all HR - related functions, including payroll and compliance tasks Oversee the management of daily, weekly and monthly food and supply inventories, in addition to alcohol products, while holding responsibility for the development of weekly P&L statements and internal store audit execution Address local management and staff queries and resolve them in an expedited manner, promoting sustained revenue growth through relationship development and the leveraging of both talent and resources at all locations Collaborate and communicate effectively with all store personnel as well as with members of corporate management Execute all marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation, customer acquisition and brand loyalty development Maintain a strong working knowledge of product and services as well as related industry considerations, including pricing and regulatory trends, service - related issues and local competitor operations