- RGP (Miami, FL)
- …Reporting & SEC Reporting Consultant to step in and lead a client 's financial reporting , accounting policy, and SEC compliance functions. In this role, ... issues. + Research new accounting standards and assess impacts to the client 's reporting environment. + Develop and update accounting policies in response to… more
- Principal Financial Group (Des Moines, IA)
- …examples of the kinds of things you'll do:** + Perform accurate recordkeeping of client reporting and processing owning the complete process, analyzing client ... **What You'll Do** As an **ESOP Client Service Manager 2** on our Employee Stock...You will partner with retirement plan service representatives and client advisors to enhance relationships between customer and company… more
- United Collective (Huntington Beach, CA)
- …and resources to ensure campaigns are executed within deadlines and meet client objectives. Reporting and Analysis: Monitor campaign performance metrics and ... Gallegos United is seeking an outgoing, strategic and creative Client Solutions Manager at our agency. You will play...will play a crucial role in managing and nurturing client relationships. You will serve as the primary liaison… more
- Principal Financial Group (Des Moines, IA)
- … client due diligence questionnaires (DDQs) or requests for proposals (RFPs). + Client metric reporting and trend analysis. + Client relationship ... looking for a Summer 2026 Intern to join our Client Experience (CX)team within Asset Management. This summer internship...will allow you to see all aspects of the client journey and participate in enhancing it. Principal Asset… more
- Neuberger Berman (New York, NY)
- …include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client ... and effectiveness + Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements… more
- SCRAM Systems (Durham, NC)
- …+ Removal authorizations + Alcohol violations + Compliance certifications/extensions + Compliance reporting + Clean up client data (driver's license, vin ... **On-Site** **M-F** POSITION OVERVIEW: The Compliance Reporting Specialist will be part of a centralized...Call clients to verify court requirements, validate and update client profiles due to the call center not capturing… more
- Principal Financial Group (Des Moines, IA)
- … reporting tracking, client portfolio servicing, RFP responses and client reporting , portfolio valuation, and ensuring timely execution of internal ... + Support inquiries from marketing, RFP, product, distribution, clients, and client reporting + Develop knowledge of financial markets, current events,… more
- RUEB STOLLER DANIEL LLP (Carlsbad, CA)
- …of litigation status and activities for compliance with court requirements and client reporting . Team Management & Supervision Directly manage and supervise ... operational headquarters in Carlsbad, CA, we are committed to delivering exceptional client service, rigorous case management, and high-quality legal work across a… more
- Towne Park (Plymouth Meeting, PA)
- …business. Provide financial support and analysis across the region. Helping to Create client facing reporting for monthly, quarterly and other business review as ... make an impact. When we see a customer, a client or one of our own team members smile,...subject to a specific plan or program terms. **SUMMARY** Reporting directly into the Regional Director of Finance, the… more
- Arvato Bertelsmann (Louisville, KY)
- … systems and developing strategic account plans to enhance account penetration. * Client Engagement and Reporting : Lead senior-level client interactions, ... manage negotiations, and create client presentations. Oversee achievement of client metrics, reporting , invoicing, and conduct Quarterly Business Reviews to… more
- Principal Financial Group (Des Moines, IA)
- …or new reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process. Identify and resolve issues associated with ... infrastructure. You'll be responsible for account administration, account reconciliation, reporting , transaction management and/or trade support activities as well… more
- Deluxe (Minneapolis, MN)
- …client -company relationship. Job Responsibilities: + Responsible for client communications, reporting retrieval/distribution/communication, analysis and ... clients on a daily basis as new production, data, reporting services are requested. Major Account Program Support is...distribution, lead submission as applicable for the client program needs. + Serves as the primary point… more
- Advance Local (Syracuse, NY)
- …needs + Working closely with internal teams for campaign fulfillment requirements and client reporting **Our ideal candidate will have the following:** + High ... prospects + Assist the development of customized advertising packages and host engaging client presentations + Prepare campaign pricing proposals based on client … more
- Aptyx (Charlotte, NC)
- …accounts and collaborating with the sales team to strategize on expanding client engagement. Documentation and Reporting : Maintain accurate records of all ... you will play a critical role in maintaining and expanding our client relationships by writing quotes for existing development and manufacturing projects and… more
- CyrusOne (Sterling, VA)
- …incident response by guard vendor ensuring compliance with post orders. + Monitor client incident reporting system and ensure site response is appropriate. + ... to include: corporate security standards and policies. + Provide guidance to client and security vendors regarding security program; identify gaps and recommend… more
- Unknown (Waltham, MA)
- …officers, engaging extensively with major donors, and devising strategies to promote the client 's ambitious vision. Reporting to the Associate Vice President of ... andlt;pandgt;The client is seeking a Senior Managing Director (SMD)...The leadership role requires a commitment to furthering the client 's mission through transformative philanthropy.andlt;/pandgt; andlt;pandgt;The client … more
- Abt Global Inc. (Rockville, MD)
- …progress into financial impact metrics and communicate ROI to leadership and client stakeholders. + **Executive Reporting :** Synthesize financial, schedule, and ... communicate ROI and efficiency gains to internal leadership and client stakeholders, and support value-based investment planning. **Core Responsibilities** +… more
- Neovia Logistics (Atlanta, GA)
- …data collection, analysis, and accuracy improvements as needed. + Assist in developing client reporting and presentations. + Participating in special projects as ... needed. + Approximately 10% travel, including overnight, is required. + Perform other responsibilities as assigned. + Adhere to Neovia corporate policies and core values **QUALIFICATIONS** + Associates degree from an accredited College or University in a… more
- Wipfli LLP (Milwaukee, WI)
- …+ Prepare and analyze benchmarking data and key performance indicators to support client insights. + Present completed reporting packages and findings to clients ... with our Outsourced Controller team, you will oversee and manage multiple client teams engaged with our healthcare clients, provide training to and promote… more
- Unknown (Houston, TX)
- …dynamic and fast-paced environment, the Senior Director collaborates closely with the client 's executive leadership, reporting to the Chief Operating Officer and ... on medical care and increased insurance company revenues.andlt;/pandgt; andlt;pandgt;The client has mobilized efforts across sectors to guide healthcare institutions… more
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