Sentences with phrase «strategic financial planning services»

Carlos Dias Jr., is a wealth manager and founder of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high - net - worth individuals, business owners, executives, and retirees.

Not exact matches

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

The payout level considered a balanced view of performance, including financial results lower than planned, but strong growth in strategic imperatives revenue, leading to a faster remix towards the business portfolio of the future while also progressing the core portfolio of systems and services.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

To support this, Marcum Advisory provides a full range of services including strategic planning, financial advisory, interim management, lender and creditor negotiation, and exit strategies.

Build the Future Education Collaborative was formed in 2015 to provide support services to all Freire schools, current and future, including: school leadership recruitment and development, governance, facilities management, strategic planning, financial management, IT services, legal compliance, and fundraising.

We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.

He has held global strategic planning, product development, and marketing roles at major financial services companies including American Express Company, Visa International and Charles Schwab & Co., Inc..

As one of the premier financial services companies in the Channel Islands we expanded to the Isle of Man in 2016 as part of our strategic growth plan.

Example services that Sotheby's will now provide include strategic planning with living artists considering all assets toward legacy goals; financial and organizational mapping from a studio to a foundation; advisory management during the estate process to transition assets with a long term view of use and value; and defining and launching programs for foundations to maximize their legacy's reach and impact.

Prior to her current business development, attorney recruiting and strategic planning role at Latitude, Candice served as Chief Ethics Officer & in - house counsel at multi-billion dollar financial services companies, an executive in a national legal services company, a litigation attorney at a leading regional law firm, and as the founder of a legal consulting firm.

Alex is a veteran in cyber security, with 16 + years of experience, defining and implementing IT security strategic plans, in financial services and technology services sectors.

Financial services companies turn to Steve for advice on strategic matters, including mergers and acquisitions, capital planning, public and private securities offerings, loan sales and debt placements, branching, bank operations, FinTech matters, and problem asset resolution.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

I'm a Financial Consultant and Personal Financial Representative with experience in financial analysis, strategic planning, presenting, & financial advisory Financial Consultant and Personal Financial Representative with experience in financial analysis, strategic planning, presenting, & financial advisory Financial Representative with experience in financial analysis, strategic planning, presenting, & financial advisory financial analysis, strategic planning, presenting, & financial advisory financial advisory services.

Tags for this Online Resume: Services, Travel, Airlines, Social Media, Strategic Planning, Advertising, Business Plan, Ecommerce, Financial, Financial Models

Tags for this Online Resume: Finance, Controller, CFO, Accounting, Treasury, Corporate, Strategic Planning, Financial Analysis, Finacial Statements, Insurance, Tax, Cash Flow, Capital Expenditures, Cost Reduction, IFRS, US GAAP, Information Technology, Budgeting, Payrooll, Sarbanes Oxley, Corporate Compliance, Shared Service Center, Accounts Receivable, Accounts Payable, General Ledger, Sales Tax, Financial reporting, Compensatioon, accounting, finance, audit, tax, manufacturing, gaap, excel, accountant, controller

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

project management, financial management, budget P&L, contract negotiations, executive leadership, program management, business development, matrix management, outsourcing, merchandising, strategic planning, mergers and acquisitions, GAAF - IFRS, risk management, recruitment, talent development, product launch, direct sales & B2B, marketing, customer service, sales forecasting, technology management, systems migration, mechanical engineering, production management, process improvement

Working primarily with ambitious, rising stars in the consulting and financial services industries Larry helps you develop and implement your personal career strategic plan.

Financial Services Operations Managers undertake strategic planning, implementing market plans, handling finance and budgets, cost containing, watching over capital assets etc..

Core Competencies Strategic / Operational Planning & Financial Alignment • Project Management • Team Management & Development Relationship Management • Business Analysis • Stock Management • Customer Service • Process Improvement

Operations Management • Organizational Leadership • Financial Analysis • Customer Service • Cash Flow Management & Modeling • Policies & Procedure Compliance • Financial & Strategic Planning • Negotiations & Presentation Skills • Project Management • Client Relations Management • Community Outreach & Service Budgeting & Financial Reporting • Client Acquisition & Development • Financial Forecasting Conflict & Dispute Resolution • Sales & Marketing • Business Development

As an innovative IT Director with more than 20 years of combined experience in the telecommunications, financial, and technology services industries, I have led and planned IT infrastructures, software product deployments, and strategic operations.

Core Competencies Organizational Leadership • Operations Management • Telesales & Marketing • Process Improvement • Vendor Relations • Strategic Planning & Execution • Brand Management • Client Relations Management Financial Services / Planning • Account Management • Business Development • Staff Training & Development

Management Consulting and Investment Banking firm serving middle - market and Fortune 500 clients Provided strategic and financial consulting services including business development, acquisitions and planning

Performed budgets, forecasts, financial analysis and systems implementations for 600 multi-site retail stores Implemented JD Edwards accounting package including Accounts Payable, Accounts Receivable, General Ledger and Fixed Assets Performed corporate consolidations and currency conversions expressly for the United Kingdom, Europe and the Asian countries including Japan Performed product line profitability and new product launch analysis including the sub $ 1,000 personal computer estimated to be 30 % of the 2000 annual operating plan Created a five year strategic model including P&L, cash flow, and balance sheet that provided significant impact to the organizationâ $ ™ s future growth and communication to the analyst community Developed financial statements and negotiated with portal and internet service providers to form Gateway.net and Gateway.com start up companies resulting in 1 million subscribers Supervised a staff of ten full time financial analysts

Responsible for regional strategic planning, financial management, service level management, technical support, process optimization, data center management, IT compliance and disaster recovery planning.

Core Competencies Health Care Administration • Strategic Planning • Corporate Finance • Patient Financial Plans • Client Care and Relations • Finance & Accounting • Patient Financial Assistance • Customer Service

Core Competencies Account & Cash Management • Business Development • Customer Service • Client Relations • Financial Principles & Practices • Finance & Accounting • Strategic Planning • Risk Management • Needs Assessment

Core Competencies Operations & Project Management • Strategic Planning & Development • Financial Management Customer Service • Performance Management • Process Improvements • Staff Training and Development

SUMMARY An innovative and top - performing MEDIA RELATIONS EXECUTIVE, with extensive experience in communications campaigns, social media, market strategy, press relations, marketing, advertising, and strategic planning for financial services, non-profits, government agencies, and real estate developers.

Our writers will leverage our business experience, knowledge of banking and financial services from risk, controllership framework, reporting, compliance, investment management, budgeting to strategic planning, and multiple industry - related credentials and certifications together with advanced degrees to optimize your marketability.

Grant Cooper, founder and president of Strategic Resumes & Business Plans, has authored successful business plans that resulted in private investor, bank, and SBA funding for launches in Social Media, Oil & Gas, Retail, Transportation, Food & Beverage, Education, Home Improvement, Commercial Real Estate, Financial Services, Healthcare, Fitness, Film, and Organic AgriculPlans, has authored successful business plans that resulted in private investor, bank, and SBA funding for launches in Social Media, Oil & Gas, Retail, Transportation, Food & Beverage, Education, Home Improvement, Commercial Real Estate, Financial Services, Healthcare, Fitness, Film, and Organic Agriculplans that resulted in private investor, bank, and SBA funding for launches in Social Media, Oil & Gas, Retail, Transportation, Food & Beverage, Education, Home Improvement, Commercial Real Estate, Financial Services, Healthcare, Fitness, Film, and Organic Agriculture.

Tags for this Online Resume: Systems Analysis, Services, Consulting, Financial, Financial Services, Security, Software, Software Development, Strategic Planning, Audit

Areas of Expertise * Time Management * Superior Customer Service * Employee Development Problem Solving * Inventory Management * Forecasting Strategic Planning & Analysis * People Management * Financial Planning Selected Accomplishments Efficiencies - Planning and executing flawless planograms which will result in 15 - 20 % increase in product utilization with direct correlation to sales.

[company name] is an IT consulting company providing program management, requirements gathering, and strategic planning services to companies who are driving big changes in our modern world; from defense and healthcare, to technology and financial services.

Over 20 years of experience in the financial services industry in card program and portfolio management; marketing, operations and product development / management for credit, cobranded, affinity, debit, prepaid, stored value and chip card products; sales management, co-brand contract experience and consulting with a focus on strategic planning and product innovation.

Tags for this Online Resume: Head of Healthcare Operations, Health Services Administror, Marketing Product / Program Manager, Strong Work Ethic, Intelligent, Results Driven, Director of New Program & Product Development, Global Product Launches, Strategic Planning, Marcom Collateral, Lead Generation, Global Sales Training / Mktg Communications Manager, ROI / Financial Analysis, Increasing Revenue + Reducing Costs, Microsoft Windows Expert computer skills +, MBA - UNC Chapel Hill, BSN from Duke + RN in North Carolina, BSBA in Hospitality Management, Brand Management, Process Improvement, Registered Nurse - BSN, Healthcare Operations / Management, Start - ups, Hiring, Training & Firing

Tags for this Online Resume: P&L Management, Operations / Quality Management, Leadership / Talent Development, Productivity / Process Improvement, Contract / SLA Administration, Global Sourcing, RFP / Pricing / Sales Support, Strategic Planning, Risk / Business Continuity Management, Client Consulting, C - Level / Executive Relations and Presentation Skills, Project / Program Management, Organizational Change Management, Client Retention, P&L / Financial Management, Building and Leading Teams, Productivity Improvement / Cost Reduction, Business Process / Service Delivery Improvement (Lean, Six Sigma), Client Management and Consulting, Large Scale Project / Program / Implementation Management, Organization and Client Change Management, Client Retention, Revenue Growth, RFP, Pricing, and Sales Support, Managing and Developing Talent

SUMMARY Management professional with expertise in strategic planning, project management, operations management, staffing, sales, training, vendor management, financial management and customer service.

Tags for this Online Resume: Operations Manager, General Manager, Accounts Payable / Receivable, Budgeting, Cost Accounting, Cost / Benefit Analysis, Expense Control, Financial Analysis, Change Management, Consulting, Restructuring, Start Ups / Turnarounds, Strategic Planning, Team Leadership / Motivation / Development, Prcosee Improvement, Recruiting, Training / Development, Workforce Planning, Talent Management, Performance Management, Client Relations, Negotiations, Market Analysis, Needs Assessment, Presentation Skills, Forecasting / Trending, Customer Service, QC / QA, Vendor Relations, Cost Reduction Ops Management, Scheduling, Risk Management

Tags for this Online Resume: Information Technology, Management, Program Manager, Supply Chain, Professional Services, Services, Portfolio Management, project management, program management, Program Management Office (PMO), PMO, Strategy, Change management, Leadership, Integration, Acquisition, Divestiture, Collaboration, Listening, Meeting Facilitation, Project Execution, Project Planning, Project scheduling, Risk Management, Issue Tracking, Change Control, MS Project, Smartsheet, MS Office, Project Management Professional (PMP), strategic planning, implementation, communication, communication planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope maPlanning, Project scheduling, Risk Management, Issue Tracking, Change Control, MS Project, Smartsheet, MS Office, Project Management Professional (PMP), strategic planning, implementation, communication, communication planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope maplanning, implementation, communication, communication planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope maplanning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope management

Areas of Expertise Senior Technical and PMO Leader, MBA, PMP, Six Sigma Green Belt with Operations and IT Experience in the Electric Utility and Financial Services Industries Leadership Strategy Architecture * AMI Technical leadership * PMO Management * Performance optimization * Budgeting and Finance * Strategic Planning * Profitability improvements * Six Sigma quality management * Best practices and benchmarking * Departm...

Tags for this Online Resume: Employee Engagement, Project Management, Process Improvement, Strategic Planning, Leadership / Coaching, Business Analysis, Budget / Financial, Customer Service

Tags for this Online Resume: director, consultant, relationship manager, talent assessment, Liaison, strategist, process improvement, organizational agility, FINRA licensed, insightful, Change Management, Program Director, Strategic Consultant, Strategic Relationship Manager, OSJ / HOS Policies & Procedures, Program Development, Training, Investment Services, Securities, Services, Assessments, Human Resources, Training, Financial, Investment Services, Securities, Services, Assessments, Human Resources, Infrastructure, Training, Financial, Investment Services, Securities, Services, Assessments, Human Resources, Infrastructure, Deposits, CFP Candidate, Process Improvement, Investment Analysis, Financial Planning

Tags for this Online Resume: Profitability, Growth, Change agent, Exceptional service, • Strategic Business Planning, Multiple Site Management, Marketing, Financial Management, Risk Management, Operational Management, Leadership development, Budgeting, Cost Control, Payroll, Talent Acquistion, Strategic Partnerships, Social Media, Policy Development, Process Improvement, Performance Management, Clinical Trials, Integration of Information Technology, Implementation of EHR Technology, Service Excservice, • Strategic Business Planning, Multiple Site Management, Marketing, Financial Management, Risk Management, Operational Management, Leadership development, Budgeting, Cost Control, Payroll, Talent Acquistion, Strategic Partnerships, Social Media, Policy Development, Process Improvement, Performance Management, Clinical Trials, Integration of Information Technology, Implementation of EHR Technology, Service ExcService Excellence

Tags for this Online Resume: Financial Services, M&A, Board Relations, Investments, Strategic Planning, Capital Structure Improvements

29 years of experience in business management, budget preparation, financial analysis and management, profit and loss responsibility, sales and sales forecasting, strategic planning, Customer service, employee supervision and development, marketing, merchandising, vendor relations, and related administrative duties.