- S&P Global (CA)
- …will use valuation techniques and technology-enabled solutions to fulfil these client commitments. They will periodically liaise with valuation committees on adopted ... valuations + Working with management to build and maintain client relationships + Use AI tools to gather and...investments. + Leverage Natural Language Processing to extract key insights from investment memos, pitch books, earnings calls, and… more
- IQVIA (San Francisco, CA)
- …and data services allow us to be more efficient and generate informed insights for our clients in forecasting and modeling. **Role & Responsibilities** As a ... + Managing project teams in the design, development and delivery of client deliverables + Providing direction, advice and intellectual leadership to clients and… more
- Edward Jones (Ontario, CA)
- …One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones ... processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements,… more
- Aston Carter (Irvine, CA)
- …an experienced Project Accountant who is skilled in independently handling client billing, monitoring collections, and overseeing project budgets. The role involves ... contract records, collaborate with project teams to deliver timely financial insights , and resolve any contract-related financial concerns. Additionally, they will… more
- Deloitte (Los Angeles, CA)
- …effectively in their industry + Provide service excellence by identifying key client business issues, determining client needs by supplementing the standard ... innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement + Perform the role… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …role is ideal for a seasoned tax professional who excels in client -facing environments and enjoys collaborating with financial advisors to deliver integrated ... clients by simplifying complex tax concepts into clear, actionable insights + Engage with prospective clients to demonstrate the...changes in tax law and advise on implications for client portfolios + Serve as a subject matter expert… more
- Publicis Groupe (San Francisco, CA)
- …data, testing, and campaign learnings to effectively optimize and manage campaigns. Collect insights to share back with internal and client teams. + Leverage ... and Total Commerce. Celebrated by AdAge as Data and Insights Agency of the Year, US Campaign's Brand Experience...includes:** + Serve as a member of the cross-functional client team to understand goals and translate them into… more
- IBM (San Jose, CA)
- …to enable people across organizations the ability to turn data into actionable insights without having to wait for IT. It means selling multi-award-winning software, ... whilst delivering value to their business. Your primary responsibilities will include: * Client Strategy Design: Creating client strategies for Data & AI… more
- Ensono (Los Angeles, CA)
- …with new logo sellers to identify and qualify potential clients. Provide strategic insights and support to enhance the effectiveness of the sales process. + **Lead ... trends, competitive landscape, and potential areas for growth. Provide insights and recommendations to support sales strategies. + **Relationship Building:**… more
- Atlas (North Highlands, CA)
- …will bring existing relationships with contractors, EPCs, designers, and owners; possess key insights regarding the growth of the market, and a strategic acumen for ... internal service line leaders to match capabilities to emerging client needs and industry trends. + Client ...semiconductor, and data center development conferences. Develop and share insights to position Atlas as a go-to firm in… more