Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDenver, CO$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client & Family Office Services bdo consultingTax Manager, Private Client & Family Office ServicesDenver, CO$90,000–$125,000 / yearClient Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implications.
Tax Senior Manager, Private Client & Family Office Services bdo consultingTax Senior Manager, Private Client & Family Office ServicesDenver, CO$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Guest Services Specialist Reed Smith USGuest Services SpecialistDenver, Colorado$19.95–$24.52Full timeLocated in the lobby and main reception areas, Guest Services staff are the first point of contact for visitors and are responsible for making them feel comfortable, directing them to their appointments, and meeting and assisting them during their stay. Strong customer service skills, the ability to accept accountability for all assigned responsibilities with a high level of diplomacy, the capacity to handle collaboration and competing priorities, timeliness, and positive attitude.
Hydronic Plumbing & Heating Inside Sales & Service Representative Hajoca CorporationHydronic Plumbing & Heating Inside Sales & Service RepresentativeBoulder, CO$20–$30 / yearBe able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, and customer contact files, and to analyze customer data.
Fire Alarm Service Technician JobotFire Alarm Service TechnicianDenver, CO$25–$48 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in inspecting, testing, maintaining, and troubleshooting various fire alarm systems, including control panels, detectors, horns, strobes, and annunciators.
NewManaging Veterinarian National Veterinary AssociatesManaging VeterinarianGolden, COFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. •We may also contact you via text message from an identified NVA representative for recruiting-related communication •All job opportunities and applications are hosted on our official careers site: careers.nva.com
NewManager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)Denver, CO$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
Strategic Partnership Manager - Sr Account Executive (Denver - Metro) PEAK BEVERAGE ADMIN LLCStrategic Partnership Manager - Sr Account Executive (Denver - Metro)DENVER, CO$160,000–$225,000 / yearFull timeThis role is designed for a commercially minded seller who can independently develop pipeline, lead complex sales cycles, and close high-value agreements with venues, hospitality groups, agencies, producers, and corporate event stakeholders. Peak Beverage is a full-service beverage catering and concessions company serving events across multiple states including, Texas, Colorado and Arizona, with services spanning weddings, corporate events, festivals, venues, and large-scale brand activations.
Production Manager Colorado Convention Center - Legends GlobalProduction ManagerDenver, CO$72,000–$76,000 / yearFull timePosition requires frequent walking, climbing stairs, standing on cement floors, turning, stooping, bending, crouching, kneeling, reaching, pushing and pulling; may be subject to adverse working conditions; dust, grime, noise, fumes, wet floors etc., including weather; may require use of an electric cart; may require tools and equipment operation that could cause personal harm or injury, if improperly handled; requires irregular and/or extended hours, including weekends, evening, and holidays, determined by event schedule and/or department need; requires radio usage – 2 way hand held. Preparing event outlines and summaries for back of house management of daily event activities/daily event payroll, coordination of production equipment, event billing, event staff scheduling and supervision of staff and other duties as required.
Tax Senior Manager, Core Tax Services - Corporate/ASC 740 bdo consultingTax Senior Manager, Core Tax Services - Corporate/ASC 740Denver, CO$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Territory Account Manager JobotTerritory Account ManagerDenver, CO$100,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Knowledge of electrical field services, commissioning, acceptance testing, power engineering (Arc Flash, Coordination Studies, transient studies, load flow analysis), or substation construction.
NewSenior Associate, Financial Due Diligence - Financial Services KPMGSenior Associate, Financial Due Diligence - Financial ServicesDenver, COCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewDirector of Clinical Services at Clementine Lake Oswego Monte Nido & Affiliates, LLCDirector of Clinical Services at Clementine Lake OswegoAurora, CODirector of Clinical Services at Monte Nido Clementine Lake Oswego Located in West Linn, Oregon Monte Nido Clementine Lake, located in West Linn, Oregon, is a 14-bed residential treatment program exclusively for adolescents seeking treatment for Anorexia Nervosa, Bulimia Nervosa, Binge Eating Disorder, or Exercise Addiction. We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more!
NewAudit Senior - Assurance & Advisory Services Gables Search GroupAudit Senior - Assurance & Advisory ServicesDenver, CO$75,000–$100,000This position offers exposure to a diverse client base, including both SEC and privately held companies across multiple industries, along with excellent advancement opportunities and a strong commitment to work-life balance. Join a firm that offers the resources, client exposure, and career growth opportunities of a larger organization while maintaining the culture and work-life balance of a regional practice.
Service Account Manager JobotService Account ManagerThornton, CO$85,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our strong emphasis on quality workmanship, professionalism, safety and continuous improvement gives us the leading edge in ensuring the delivery of exceptional value to our customers.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateDenver, Colorado$18.35–$21.57 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Business Development Manager Staff ExpertsBusiness Development ManagerBrighton, COWe specialize in staffing in the areas of Engineering, Construction Management, Manufacturing, Information Technology, Aerospace & Defense, Administrative-Accounting-Finance, Call Center Operations, Life Sciences, Healthcare, Skilled Trades and Logistics. Showcase companies staffing services to potential clients through polished presentations, trade shows, and other large-scale events.
Senior Private Banker BMO FinancialSenior Private BankerDenver, CO$102,000–$190,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region.
NewManager, AI Engineer KPMGManager, AI EngineerDenver, COManage AI projects including architecture design, model development, integration, and testing, and ensure projects follow best practices in MLOps, security, compliance, and scalability to support enterprise-grade adoption; partner directly with clients to translate business objectives into technical solutions, aligning with enterprise strategy and measurable outcomes. Track record of delivering AI/ML solutions at enterprise scale, including integrations with core business systems with demonstrated ability to lead technical teams, manage deliverables, and build trusted client relationships; hands-on expertise with at least two major cloud AI platforms (Azure AI/ML, AWS Bedrock/SageMaker, or Google Cloud Vertex AI).
Tax Manager JobotTax ManagerBoulder, CO$115,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We work closely with our clients beyond busy season, partnering on monthly accounting coordination, projections, estimates, and strategic tax planning to help them navigate complex tax matters with clarity and confidence.
Clinical Director (BCBA) JobotClinical Director (BCBA)Greenwood Village, CO$90,000–$120,000 / yearThe Clinical Director should be able to competently perform the essential functions of various clinical roles (including behavior technician, senior behavior technician, case manager, and behavior analyst) as well as certain administrative responsibilities, as needed, to ensure continuity of services. The Clinical Director is responsible for overseeing the delivery of Applied Behavior Analysis (ABA) services within an assigned region, ensuring high-quality clinical care for individuals with autism spectrum disorder and other developmental disabilities.
Customer Services Representative Rozek CompanyCustomer Services RepresentativeWestminster, CO$18–$20 / hourFull timep tabindex="0">The purpose of this job is to provide superior customer service to our clients and ensure all orders are put in timely and responses to clients are detailed and thourough. Providing technical support to those that require technical assistance as well.
DEN Training Manager CovenantDEN Training ManagerDenver, CO$65,000–$75,000The Training Manager partners closely with Operations, Human Resources, and Corporate Training to ensure all employees receive effective, compliant, and impactful training that supports Covenant's mission and operational objectives. Today, CAS is the largest private contractor providing Screening Partnership Program (SPP) services to the Transportation Security Administration (TSA) and an industry leader in aviation security solutions.
Client Services Manager DigibleClient Services ManagerDenver, CO$95,000–$125,000 / yearLead, coach and develop a team of 6-8 account managers focused on delivering high-quality client service to enterprise and strategic accounts. Build and maintain trusted relationships with corporate client contacts, driving strategic communication across the team, issues escalations, and manage account-wide initiatives.
Sr Client Service Administrator Stock Plan Services The Charles Schwab CorpSr Client Service Administrator Stock Plan ServicesCOPartnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients.
Tax Manager - Private Client Services RubinBrown CareerTax Manager - Private Client ServicesDenver, ColoradoAny offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Lakewood, CO$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Analyst, US Client Services Ares OperationsAnalyst, US Client ServicesDenver, ColoradoAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. The individual will serve as both an operational coordinator and a data-focused resource—helping manage complex, overlapping processing cycles (subscriptions, redemptions, distributions, commissions, and tax reporting), while also validating data, responding to internal data requests, and identifying opportunities to improve processes through technology and automation.
Tax Manager - Private Client Services RubinBrown LLPTax Manager - Private Client ServicesDenver, COPart timeAny offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesDenver, CORemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Supervisor, Treasury Client Services BOK Financial CorpSupervisor, Treasury Client ServicesDenver, CO$85,000–$100,000 / yearThis level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and minimum 6 years' experience in banking and treasury client servicing or an equivalent combination of education and experience. You will coach, document, and manage performance issues, mentor TCSP IIIs on leadership opportunities, proactively interact with clients, managers, and internal partners regarding problem resolution and/or account maintenance issues.
Tax Manager - Private Client Services RubinBrown Family Office Services GroupTax Manager - Private Client ServicesDenver, COA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
Senior Advisor Client Services Walton EnterprisesSenior Advisor Client ServicesDenver, Colorado$285,000–$405,000 / yearFull timeManage the end-to-end household workplan across internal shared services (Accounting/Finance/FP&A, Technology, HR, Communications, Legal/Risk, Real Estate, Security, Tax/Wealth Planning) and external advisors/vendors. Strong cross-functional project/program management skills (work planning, RACI, dependency/risk management, meeting facilitation, vendor coordination, budgeting basics).
Client Service Representatives - Entry Level - Language Services Translation ExcellenceClient Service Representatives - Entry Level - Language ServicesAurora, ColoradoCollaborate with internal teams, such as project managers and linguists, to coordinate translation and language -related projects according to client requirements and deadlines. We are seeking highly motivated and customer -focused individuals to join our team as Client Service Representatives for our language services company.
Client Services Supervisor - Theaters and Residencies AXS Group LLCClient Services Supervisor - Theaters and ResidenciesDenver, COWe are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises, marquee music brands, integrated entertainment districts, premier ticketing platform and global sponsorship activations, to create memorable moments that give the world reason to cheer. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today.
Client Services Representative (CONTRACT) Hybrid - Flexible Options Broadridge Financial Solutions IncClient Services Representative (CONTRACT) Hybrid - Flexible OptionsDenver, CO$25–$30 / hourWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. We are seeking a Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesLittleton, CO$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Client Services Coordinator Community Medical ServicesClient Services CoordinatorAurora, CO$20–$22 / hourCommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.
Client Services Associate Triumph Financial IncClient Services AssociateKeenesburg, CO$16.54–$22.67 / hourBy profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities.
Technical Client Service Manager Aduro AdvisorsTechnical Client Service ManagerDenver, ColoradoLead Live Technical Training (Virtual & In-Person): Serve as a subject matter expert by facilitating engaging, virtual and live training sessions that translate complex concepts into actionable workflows and keep the Aduro team apprised of the latest and greatest across client service systems like FundPanel, Xero, Dynamo Accounting, etc. Feedback Loop Integration: Strategically coordinate and document annual audit and tax feedback from internal teams, turning post-mortem insights into future training opportunities.
Client Services Representative L&E Research IncClient Services RepresentativeGlendale, COIn this highly visible, client-facing role, the CSR supports daily facility operations and ensures our market research clients and respondents receive excellent service and hospitality. We assist with qualitative research, both in-person and online, as well as quantitative research including telephone interviews, taste tests, CLTs, in-home testing, Usability testing, Eye Tracking, and more.
NewAnalyst, US Client Services Abracadabra+Analyst, US Client ServicesDenver, COThe Analyst in US Client Services at Ares Management plays a key role in supporting the Client Services department. This position blends operations and data analysis, focusing on managing processing cycles and ensuring data integrity.
NewTax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesBoulder, CO$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Specialist Biodesix IncClient Services SpecialistLouisville, COBiodesix Development Services enable the world's leading biopharmaceutical, life sciences, and research institutions with scientific, technological, and operational capabilities that fuel the development of diagnostic tests, tools, and therapeutics. THE ROLE: Client Service Specialists will provide direct support for field-based Sales Consultants (SC), providing insight and completing tasks to assist with territory management.
Senior Client Services Associate Broadridge Financial Solutions IncSenior Client Services AssociateDenver, CO$75,000–$90,000 / yearWe are seeking a Sr Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Client Services Host Floyds 99 Barbershop - NorthglennClient Services HostNorthglenn, COFull timeIf you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop ! Our shop offers a full range of grooming services designed to bring each client's vision to life, helping them express their style with confidence.
Client Services Associate TransPerfect IncClient Services AssociateCOIn this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.
Client Services Assistant Zenith American SolutionsClient Services AssistantDenver, ColoradoAssists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and Operational Controls Audits. Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesDenver, CO$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.