- Charles Schwab (Westlake, TX)
- …them **What you have** **Required Qualifications:** + **Deep product expertise of Addepar reporting capabilities** + A client -centric focus - keeps clients in ... organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business… more
- Charles Schwab (Westlake, TX)
- …quo" and transform the finance industry together. This is a role within Client Reporting and responsible for product platforms such as brokerage statements, ... Digital Product Management role will serve as a Product Owner of Client Reporting platform applications. The Product Owner will deliver firm value by partnering… more
- SitusAMC (Austin, TX)
- …clients and our software development team. Essential Job Functions: + Executes on client loan accounting and investor reporting functions utilizing SBO + ... SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a… more
- Guidehouse (San Antonio, TX)
- …daily/weekly/monthly + Runs and reviews daily reports + Works with Supervisor/Manager on client reporting deliverables such as performance summary reporting ... the right thing the right way. + Maintain a client centric focus and strive to satisfy the ...decks and reporting to be utilized on client calls and month end. + Special Ad-hoc reports… more
- BlackRock (Dallas, TX)
- …such as withholding taxes, stock distributions, and tax estimates and any other client reporting requests + Prepare/review investor data templates to facilitate ... **About this role** **Role Overview:** Reporting into a Vice President, this role will...740 analysis (plus but not required) + Develop excellent client relationships and manage client expectations +… more
- Publicis Groupe (Irving, TX)
- …focuses on digital analytics, audience insights, and media performance optimization, client reporting and relationships, as well as cross-functional integration. ... They deliver best-in-class campaign reporting and insights, enabling data-driven decisions for media mix investing within the retail media ecosystem. The team audits… more
- PCL Construction (Houston, TX)
- …surplus material disposition, and liquidation. + Assesses contract documents for client reporting requirements and schedules. Determines reporting ... department procedures, project plans, and systems. + Assesses contract documents, client process and system requirements, PCL procedural and system requirements, and… more
- CVS Health (Irving, TX)
- …and dynamic new team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a client ... facing group of individuals who work with internal Account Team and rebate/financial/ reporting operations team partners to manage client contractual obligations.… more
- Deloitte (Dallas, TX)
- …management, pipeline monitoring, settlement, and process improvements. + Support and optimize client reporting solutions, data review, and effective client ... Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into… more
- UMB Bank (Dallas, TX)
- …will continuously monitor borrowing base reports and covenant compliance with regular reporting requirements for client base. Establish protocols and maintain ... up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial and Industrial… more