- Aristotle Capital Management (Los Angeles, CA)
- …investment management and client success. We are currently seeking a Vice President, Client Reporting to join our team. The Vice President of Client ... Reporting will oversee the production and quality of client reporting deliverables, ensuring timely, accurate, and insightful reports. This is a hands-on… more
- Neuberger Berman (New York, NY)
- …and dynamic individual to join our team as the Head of Performance and Client Reporting . The successful candidate will be responsible for overseeing all aspects ... Responsibilities:** **Leadership & Management:** + Lead and manage the Performance Reporting and Client Reporting team. + Develop and implement strategies to… more
- CVS Health (Northbrook, IL)
- …**Position Summary** CVS Health is working to transform Pharmacy Benefit Management (PBM) Client Reporting into a strategic capability, rather than the more ... transactional offering it is today. The intent is for client reporting to better drive client 's decision making and forecasting, while also being easier to… more
- Neuberger Berman (New York, NY)
- The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger ... Berman's equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and… more
- Bank of America (Plano, TX)
- Client Reporting Manager I - Global Operations Jacksonville, Florida;Plano, Texas; Charlotte, North Carolina **Job Description:** At Bank of America, we are ... team. Shapes relationships and priorities for the team. Frequent client engagement with a broad range of stakeholders and...of management. Has intermediate knowledge to build an E2E reporting system. Has strong knowledge of the business and… more
- Citigroup (New York, NY)
- …are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The ... Head of NAM Regulatory Reporting and Client Tax Operations will be responsible for overseeing the end-to-end regulatory reporting and tax compliance… more
- Truist (Charlotte, NC)
- …used for analysis for future reference. b. Develop business approved templates for reporting client problems. Provide overview of analysis in reporting ... Client Advocacy (CA) Relationship Manager is responsible for collecting, aggregating, reporting , and analyzing client problem data from various sources within… more
- Somatus (Mclean, VA)
- …KPIs. + Ensure client partnerships are well-maintained through high standards of client reporting and ad-hoc analytic support provided by the team. + Work ... unnecessary utilization, total cost of care (TCOC) and MLR. + Client Success and Reporting , ensuring resiliency in our ability to deliver analytic insights and… more
- Morgan Stanley (Jersey City, NJ)
- …in solution formulation with a focus on timely execution - Review and validation of client tax reporting statements (1099, 1042-S, PR 480 Series, etc.) to ensure ... - Reconciliation of Chapter 61, 3, 4 (FATCA) withholding tax to client tax reporting and Year-End income reallocation on 1099/1042s reporting - Assist… more
- Alight (IL)
- …updates for all relevant documentation, interface, and delivery channel docs. . Managing client reporting , including non-standard reporting needs. . Handling ... of Be Alight. Learn more at careers.alight.com. About the Role The Senior Health Client Manager (Sr HCM) leads health benefits service delivery, ensuring client … more
- DLA Piper (Atlanta, GA)
- …international counterparts to obtain accurate accrual and forecasting information for monthly client reporting . + Keeps US Billing Timekeeper informed and ... your career. Let's see what we can achieve. Together. **Summary** The Client Accounts Administrator is expected to successfully manage the firm's top-tier billing… more
- Flynn Restaurant Group (Independence, OH)
- …and issuance of period-ending financial statements for select business unit(s), ad hoc client service, reporting and analysis to provide business results and ... paper preparation supporting year-end balance sheet accounts. + Ad-hoc client service and reporting . Internal and External...sheet accounts. + Ad-hoc client service and reporting . Internal and External Reporting Requirements +… more
- JPMorgan Chase (Jersey City, NJ)
- …Manager and sign off for end of day batch Process ensuring timely and accurate client reporting + Monitoring daily work flow queues and adhere to SLAs in ... + Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews + Adhere to firm policy… more
- Zelis (NJ)
- …illustrate and validate client outcomes on a consistent basis leveraging client reporting . + Conduct Quarterly Business Reviews: Conduct and lead all ... as well as with leadership. + Experience leveraging data and reporting to accurately identify client and industry trends; able to synthesize data into compelling… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …updating CRM (Salesforce) and internal systems accordingly. + Contribute to the quarter-end client reporting process by producing, reviewing, and delivering all ... and implement more efficient and effective policies and procedures for client service and reporting expectations. Join us in this exciting opportunity to play a… more
- Arena Investors LP (New York, NY)
- …investments, market outlook, and more timeless investment philosophy. * Oversee client reporting and standard collateral production, working with Arena's ... data and collaborating across functional groups. Improve recurring reporting timelines and ensure alignment with client ...recurring reporting timelines and ensure alignment with client contractual requirements. * Address ad-hoc client ,… more
- Wellington (Boston, MA)
- …with diverse life experiences, fresh ideas, and specialized subject-matter expertise. OVERVIEW Client Reporting Services within the InvesTech Group has an open ... questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team within … more
- Wellington (Boston, MA)
- …well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team ... peak periods, including, but not limited to, ad hoc requests, customized client reporting work, and data requests QUALIFICATIONS + Strong academic credentials +… more
- UNUM (Columbus, OH)
- …Unum services and solutions (implementation, contracts, FML, Health and Productivity, and client reporting and analysis) to recommend actions, resolve issues, ... benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this...Team Unum today! **General Summary:** The Home Office National Client Manager (HO NCM) is responsible for maintaining a… more
- Morgan Stanley (Boston, MA)
- …leading and/or liaising with client operations functions, including account transitions, client reporting , separate account client flow management, fund ... President in Investment Management Operations is responsible for collaborating with Client Service, Investment Operations Peers, Investment and Trading Teams, and… more
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