Financial Analyst II TSR ConsultingFinancial Analyst IIHollywood, California$35–$38 / hourTemporaryContractorFull timeThe ideal candidate will have strong experience in cash application, bank statement reconciliation, and cross-functional coordination and a proven ability to apply and post cash accurately and timely while supporting audit, VAT reporting, and billing inquiries . TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives.
CFO JobotCFOCorona, CA$275,000–$375,000 / 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. Job Details: We are seeking a dynamic and experienced Permanent Chief Financial Officer (CFO) to join our team in the healthcare/Social Services industry.
Financial Specialist CredenceFinancial SpecialistEl Segundo, CA$150,000–$210,000The Financial Specialist will work closely with government leaders, program managers, and cross‑functional teams to support the Planning, Programming, Budgeting, and Execution (PPBE) process, ensuring accurate, timely, and compliant financial products across classified and unclassified portfolios. Support PPBE activities such as Program Objective Memorandum (POM) development, Budget Estimate Submissions (BES), Program Budget Reviews (PBR), and President’s Budget (PB) exhibits and justifications.
Insurance Agent Cornerstone FinancialInsurance AgentMonrovia, CA$1,000–$5,000 / monthTemporaryContractorPart timeWe are seeking motivated, coachable individuals who are interested in learning the financial services industry and helping families protect their financial futures. This opportunity offers flexible scheduling, professional development, and the ability to build an independent business while making a meaningful impact in people's lives.
NewAccounting/Finance - Financial Clearance Specialist III VoltAccounting/Finance - Financial Clearance Specialist IIIIRWINDALE, CA$27–$28 / hourThis role requires a high level of independent judgement in order to successfully coordinate and obtain authorization requests for complex managed care patients in a timely and efficient manner. The Financial Clearance Specialist is best defined as a highly independent and flexible resource that focuses on system-specific service lines that are in alignment with the patient experience initiative.
Manager, Business Tax Services - Employee Benefits Compliance KPMGManager, Business Tax Services - Employee Benefits ComplianceIrvine, CA$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewMember Services Representative System OneMember Services RepresentativePasadena, CA$23–$29 / hourSystem One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. Educate members on self-service and 24-hour technology channels, processing check orders and PIN changes.
Sr. Security Engineer JobotSr. Security EngineerSeal Beach, CA$130,000–$180,000 / 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. Bachelor's degree in Computer Science, Information Security, Cybersecurity, Information Technology, or a related discipline; equivalent combination of education and relevant work experience may be considered.
NewPayments Fraud Analyst (Banking) JobotPayments Fraud Analyst (Banking)Riverside, CA$65,000–$75,000 / 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. This role monitors transactions, analyzes data to identify fraud patterns, works closely with management to escalate incidents, and provides quarterly statistical metrics based on system performance and results.
Audit Senior JobotAudit SeniorBurbank, CA$150,000–$200,000 / 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. Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations.
Partner JobotPartnerIrvine, CARemote$180,000–$300,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information 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.
NewSchool Services - School Speech Language Pathologist - $56-68 per hour Cross Country EducationSchool Services - School Speech Language Pathologist - $56-68 per hourCulver City, CAFocusing our knowledge and resources on engaging with and understanding educational organizations, industry trends, and leadership needs, we provide a wide range of services to our educational partners to meet their individual needs including special education and substitute services. Cross Country Education is seeking passionate Speech-Language Pathologists to help students in Culver City, CA develop the communication skills and confidence they need to succeed in school and beyond.
NewSchool Services - School Board Certified Behavioral Analyst (BCBA) - $67-70 per hour Cross Country EducationSchool Services - School Board Certified Behavioral Analyst (BCBA) - $67-70 per hourLawndale, CA$67–$70 / hourFocusing our knowledge and resources on engaging with and understanding educational organizations, industry trends, and leadership needs, we provide a wide range of services to our educational partners to meet their individual needs including special education and substitute services. By sharing knowledge, learning and resources with our professionals, we can develop a deep and collective strategy for helping them achieve a fulfilling career.
NewHospice Director of Patient Care Services (RN)- Covina, CA Vitas HealthcareHospice Director of Patient Care Services (RN)- Covina, CACovina, CA$140,000–$155,000 / yearAs a patient care administrator (PCA), you will join the senior leadership team for a VITAS service area, ensuring the clinical, financial, and operational aspects of hospice are running smoothly within your purview. Supported by industry-leading experts and a growing network of programs in 15+ states, VITAS empowers team members to grow toward their goals while transforming patients’ lives.
SSC - Business Analyst (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC - Business Analyst (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$115,000 / yearIDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
SSC - AF Management Admin (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC - AF Management Admin (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$90,000 / yearAir Force Management Administrators must have experience working with the Department of Defense (DoD) in one or more of the following areas; Education Management, Unit Deployment/Readiness Management, Enlisted (ERP) and Officer Performance Report (OPR) Management, Supplies Management, Space Allocation Management, Executive Support Services and/or Manpower and Personnel Management. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
NewPatient Denials Rep (hospital setting) Vaco LLCPatient Denials Rep (hospital setting)Carson, CA$25–$27 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewPatient Account Rep Vaco LLCPatient Account RepLos Angeles, CA$24–$25 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewTalent Acquisition Specialist Vaco LLCTalent Acquisition SpecialistIrvine, CA$35–$45 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewInsurance Sales Advisor Triad Financial Services IncInsurance Sales AdvisorSunkist, CARemoteThis is a great opportunity to join a leading financial services franchise; the earning power of a high-performance sales role, backed by the stability and benefits of an established lender with more than 60 years in the business. Overview Triad Financial Services is seeking a high-performing Insurance Sales Advisor to grow our insurance business by serving our existing base of manufactured-home loan customers.
NewTax Specialist I-Audit Hinderliter de Llamas & AssociatesTax Specialist I-AuditBrea, CA$24–$28 / hourThe HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
Managed Services Deal Architect - Record-to-Report (R2R) | Financial Services Industry Deloitte Touche Tohmatsu LtdManaged Services Deal Architect - Record-to-Report (R2R) | Financial Services IndustryCosta Mesa, CA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Managed Services Deal Architect - Record-to-Report (R2R) | Financial Services Industry DeloitteManaged Services Deal Architect - Record-to-Report (R2R) | Financial Services IndustryCosta Mesa, CAFull timeThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateIrvine, CA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Audit Senior Manager - Financial Services Weaver And Tidwell LLPAudit Senior Manager - Financial ServicesManhattan Beach, CA$160,000–$200,000 / yearEngagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Senior Solutions Architect, Financial Services GitLab IncSenior Solutions Architect, Financial ServicesCA$154,200–$231,300 / yearIn your first year, you''ll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab''s differentiated position in an AI-driven DevSecOps landscape for regulated industries. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you''ll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management.
Financial Services Manager Penske Buick GMC of CerritosFinancial Services ManagerCerritos, CA$8,171–$18,923This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.
Financial Services Representative - Irvine, CA FidelityFinancial Services Representative - Irvine, CAIrvine, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAFull timeZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Financial Services Manager-SB Penske Cadillac Buick GMC of South BayFinancial Services Manager-SBTorrance, CA$8,823–$23,389The estimated monthly earnings for the Financial Services Manager position ranges from $8,823 to $23,389 after factoring all forms of compensation including hourly pay and commission/bonus pay and overtime, as applicable. This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.50 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit other than sales performance.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorIrvine, CA$150,000–$438,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Advisor, Financial Services | Forensic And Litigation ConsultingLos Angeles, CAWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Financial Services Administrative Coordinator CbFinancial Services Administrative CoordinatorUpland, CaliforniaZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Principal Consultant - Financial Services Cloud TELUS Digital IncPrincipal Consultant - Financial Services CloudCAThe ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations. As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs.
Insights Manager - Financial Services - Remote (US) Escalent IncInsights Manager - Financial Services - Remote (US)CARemote$75,000–$95,000 / yearBased on a profound understanding of what drives human beings and markets, we identify actions that build brands, enhance customer experiences, inspire product innovation and boost business productivity. The progression steps include Associate, Insights Analyst, Senior Insights Analyst, Insights Manager, Senior Insights Manager, and Director of Insights.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerLos Angeles, CA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Aid Services Advisor Paul Mitchell SchoolsFinancial Aid Services AdvisorPasadena, CA$22–$25 / hourYou will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerIrvine, CA$124,000–$335,000 / yearIndustry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact t...
Financial Services Attorney Hinshaw & Culbertson LLPFinancial Services AttorneyCalifornia, CA$140,000–$190,000 / yearTitle:Financial Services AttorneyID:731229054Department:AttorneyLocation:CaliforniaSalary Range:Estimated $140,000 to $190,000 annually. Hinshaw & Culbertson LLP, a leading national law firm, is seeking a California-licensed litigation attorney with 4+ years of experience to join its Consumer Financial Services practice.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerLos Angeles, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Director, Patient Financial Services (PFS) - Healthcare CBO GuidehouseDirector, Patient Financial Services (PFS) - Healthcare CBOEl Segundo, CaliforniaThe Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
NewInsurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Director, Patient Financial Services (Pfs) - Healthcare CBO GuidehouseDirector, Patient Financial Services (Pfs) - Healthcare CBOEl Segundo, CA$130,000–$216,000 / yearWhat You Will Do: The Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
Financial Services Tech (FST) - Mental Health 109 Telecare CorpFinancial Services Tech (FST) - Mental Health 109Long Beach, CAYES X Simple Grasping (right hand) X Simple Grasping (left hand) X Power Grasping (right hand) X Power Grasping (left hand) X Fine Manipulation (right hand) X Fine Manipulation (left hand) X Pushing & Pulling (right hand) X Pushing and Pulling (left hand) X Reaching (above shoulder level) X Reaching (below shoulder level) X. Performs client eligibility tasks, including: Interviewing all clients upon admission to determine financial status, completing necessary forms including applications for Medi-Cal and SSI, informing clients and/or payees of their financial responsibilities.
NewCustomer Experience and Service Transformation Advisory Senior Manager | Financial Services Accenture PlcCustomer Experience and Service Transformation Advisory Senior Manager | Financial ServicesCulver City, CAYou understand the ins and outs of customer support organizations, what drives call volume, how to think about customer support in a digital, self-service manner and you're ready to apply your knowledge to help clients optimize and transform their customer service solutions. Collaborate across teams, from visual designers to developers and data scientists to in-industry subject matter advisors, to generate insights and deliver customer-centric, insight-driven solutions.
Senior Account Based Marketing Manager, Financial Services Seismic Software IncSenior Account Based Marketing Manager, Financial ServicesCAAs the marketing lead for the Financial Services segment in North America, you''ll partner closely with Sales, Sales Development, Customer Success, Product Marketing, Customer Marketing, Partner and RevOps to develop and execute data-driven GTM plans that influence every stage of the customer journey. Partner with Sales, Customer Success and RevOps to identify priority customers, buying groups and key opportunities, developing personalized programs and plays that support the customer buying journey.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerLos Angeles, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerCulver City, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.