Sentences with phrase «review financial status»

Since the financial markets and investments have changed the financial condition of some insurance companies, make sure to take time to review their financial status.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

In light of these developments, GAO was asked to review the financial status of workers approaching retirement and of current retirees.

The collection company wants to review my financial status every year.

A bankruptcy lawyer can review your financial status, help determine if bankruptcy is the right decision for you, identify the necessary steps to complete the bankruptcy and answer your bankruptcy questions.

In addition, always review your financial status and pay close attention to your cash flow.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

In light of these developments, GAO was asked to review the financial status of workers approaching retirement and of current retirees.

There is no better time than now to take stock of your finances to see where you are at, if you have not recently reviewed your financial status.

Adept at tracking and monitoring project schedules and budgets updating and reviewing financial status reports and ensuring deliverable deadlines are met.

Not exact matches

The Korean central bank recently released a joint research report titled, «Present Status and Key Issues of Distributed Ledger Technology, which «comprehensively reviewed and introduced the recent development of distributed ledger technology and the utilization on financial sector.

People close to the talks say that HSBC's review was disclosed at the inaugural meeting in July of a panel established by Alistair Darling, the Chancellor, to advise on maintaining London's status as a global hub for financial services.

I join or lead internal meetings to review the monthly financial results by department, obtain status on projects with financial impacts or provide updates on systems overhauls I am driving.

Specific criteria for reviewing websites includes covering features of the app / site, such as regional or localized matching, custom filtering or keyword searching, as well as matching financial statuses, such as millionaire dating, or even equestrian lifestyle dating for cowboys and cowgirls who love their horses.

Encourage families to explore scholarships, to begin an early review of financial aid guidelines for the schools in which they're interested, and to disclose their immigration status so that you can help them develop a plan of action as soon on as possible.

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The Letter of Interest must (i) describe the project and the location, purpose, and cost of the project, (ii) outline the proposed financial plan, including the requested credit assistance and the proposed obligor, (iii) provide a status of environmental review, and (iv) provide information regarding satisfaction of other eligibility requirements of the TIFIA credit program.

It is critical that a potential borrower provides a complete picture of their financial status and background so that the lender can make an unbiased, thorough review of their financial situation.

Appeal As related to student loans, a request that one's financial aid eligibility or status be reviewed or adjusted.

To determine this, mortgage lenders will review all aspects of your financial situation, especially your income and employment status.

Review the most recent Annual Report Summary for details on our financial statements and actuarial status.

The National Student Loan Data System (NSLDS) offers financial aid reviews, loan status reports and many answers to frequently asked questions, but you might also consider choosing between deferment or forbearance.

But those who monitor their account balances, spend cautiously and regularly review their credit status are likely to sidestep many of the most common financial perils.

The Yearbook Editor should submit, for board approval, a monthly report on the status of the advertising receipts as well as projected financial commitments for the next reporting period A summary of the non-advertising input and page count estimate should be submitted for review.

The built - in robust reporting features and customizable cross-data checks, enable our veterinary practice partners to quickly snap - shot the status of their veterinary practice as well as provide in - depth review of the financial health of the practice.

Being able to get top - tier Diamond status without risking a financial review is a major plus.

Feel free to activate our quote engine to review the vast list of life insurance companies we use along with their financial status with the A.M. Best reporting agency.

Your member agent can help you review your current financial status and future plans to see if you qualify as a candidate.

January 2005 to March 2009 Hartman Chemical — New Cityland, CA Billing Specialist - Facilitated the processing of transactions, billing, and invoices, inputted information into database and managed documentation - Accounted for payments by reviewing and comparing billing and financial documents - Produced weekly reports documenting the status of unresolved billing and financial issues

Analyze and review business, economic and financial status of the corporation with focus on cost benefit analysis.

First point of contact for phone and in - person client interactions for reviewing client performance and financial status.

Reviewed, processed and tracked statuses on Financial Liability Investigation of Property Lost (FLIPL)

Review and analyze monthly financial and statistical reports to assess the budget status and initiate preventative measures

Review and approve Earned Revenue Determination Data, Proposal Financial Summaries, and Project Financial Status Reports.

Expertly analyze data and produce court recommendations accordingly, reviewing financial documents, tax intercepts, and clients» arrears status.

Proficient at assessing financial status and identifying areas for improvement, reconciling transactions and reviewing accounts, and completing risk management duties.

Assessed company financial status by analyzing liquidity, capital assets, reviewing transactions and conducting financial projections

• Financial data analysis • Market trend analysis • Status assessment • Asset reviews • Investment • Financial planning • Budgeting

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

Perform thorough credit analysis, research client financial histories, and review account client status.

Maintained financial and grant files to ensure compliance with funders, tracked the status of grants and review planned expenditures and oversaw the timely filing of financial reports.

PricewaterhouseCoopers (Rabat, Morocco) 2005 Junior Auditor — Internship • Analyzed accounting records and determined financial status of organizations • Reviewed transactions, assets, liabilities, stock, income, expenditures, and net worth • Inspected accounting procedures ensuring compliance with legal and industry standards • Prepared reports concerning audit scope, financial health, and recommended next - steps

Key Highlights: • Proficiently created, developed, and maintained Internal Expense Status Financial Reviews.

Professional Duties & Responsibilities Managed all aspects of the admissions and financial aid departments for multiple campuses Increased student enrollment by 40 % through effective recruitment and marketing strategies Represented the school at admissions fairs, local high schools, and other recruitment events Conducted perspective student interviews and incoming class orientations Assisted graduating students with job counseling and placement services Responsible for the administration of federal and state loans and grants Reviewed prospective student applications for admissions and determined student status Provided students with guidance and support during the admissions process Directed admissions counselors and support staff ensuring effective operations Administered the collection process as well as tuition refunds Maintained student information database including transcripts and financial records Supervised the school instructional staff and curriculum development process Performed all duties in a positive, professional, and courteous 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 generation

Property Management — Duties & Responsibilities Coordinate regular maintenance and repairs as well as emergency resolution through the efficient management of maintenance team and general / sub-contractors, also participating in restoration and renovation projects to ensure timely completion within designated budgets Develop annual property budget and monitor with monthly variance reports, preparing financial statements and various regular and ad - hoc reports on property status, including occupancy rates and lease expirations Provide relevant oversight and administration to tenant build - outs, utility service termination and transfer, supply purchasing, and building consolidation processes Support firm management to aid in effective customer service, maintenance, and general property operations, delegating important tasks and assignments while overseeing all critical management aspects Organize, manage, and execute all aspects of the lease process, facilitating the ease of operational aspects as well as price / term negotiations, rental agreement reviews, rent collection, impounds, and tenant eviction as necessary Generate increased revenue through tenant referrals as well as consistent lease renewals through effective service and timely issue resolution Identify and develop talent among hired staff and property personnel, utilizing focused training efforts within a performance - based work environment designed to utilize the critical strengths of assistants, supervisors, and techs Provide continuous assessment of property usage and needs, while furnishing oversight and guidance regarding effective preventative maintenance programs, renovation considerations, and cost reduction / control measures Maintain a strong working knowledge of the leasing property, respective marketplace, and general economic trends Act as a liaison between clients, vendors, sales personnel, support staff, and senior management to facilitate information flow and drive operational efficiency

Typical Timeline: • Team phone conference before each joint meeting to prepare agenda, discuss status • 6 way meeting for neutral coach to present parenting plan preferences and neutral financial to present asset and debt documentation, valuation and preferences, discuss unresolved issues • 3 way meeting between each Collaborative attorney and client to analyze financial information in detail and • 6 way meeting to resolve outstanding parenting plan and asset division issues by developing options and negotiating final resolution • 6 way meeting to discuss future income and expenses estimates, develop child and spousal support options and review financial projections • Resolve support issues and negotiate final solutions • Team debriefings after each meeting • Coach prepares and circulate summary after each joint meeting

FHA released their Annual Report to Congress and the Actuarial Review of the 2012 Financial Status of the FHA Mutual Mortgage Insurance Fund.

Some would dispute this because a recent actuarial review of the financial status of FHA's HECM insurance fund showed a deficit.