Account Planning Jobs in Houston, TX

360 Destination Group - Houston, TX, United States

Actively participating in regularly scheduled Sales Strategy Meetings with General Manager. Use of extensive expertise of current and...

from: linkedin.com - 2 days ago

Medley Incorporated - Houston, TX, United States

expertise Upsell on service to grow the account Provide event support such as event planning, production and run of show Coordinate with contractors to create more advanced designs and content for clients

from: linkedin.com - 2 days ago

Urban Grid Solar Projects, LLC - Houston, TX

relationships by understanding their needs, challenges, and objectives. Strategic Planning: Develop and execute strategic account plans to achieve business goals and drive revenue growth. Identify opportunities

from: workable.com - 4 days ago

Robert Half - North Houston, TX, United States

requirements. Software Proficiency: Utilize CashPro software for efficient cash management, account reconciliation, and reporting. Optimize the use of CashPro tools to streamline financial processes and enhance

from: linkedin.com - 3 days ago

Equitable Advisors - Houston, TX, United States

professionals- providing services of financial, retirement, estate planning strategies’ asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. We believe in a holistic

from: linkedin.com - 10 days ago

Piping Technology & Products, Inc. - Houston, TX

, with particular attention to accounts receivable and collections, our accounting tech staff and financial planning. Responsibilities Partner with the Controller to manage and elevate the accounting organization

from: workable.com (+1 source) - 4 days ago

Service Corporation International - Houston, TX, United States

partnership between the finance and overhead departmental leaders Perform and communicate results on complex calculations Manage unique hierarchies and chart of accounts within Anaplan Regular system upkeep

from: linkedin.com - 19 days ago

Mosaic - Houston, TX, United States

tax returns, gift / estate tax returns, operating agreements, buy-sell agreements, Wills, Trusts, insurance policies, & bank / investment account statements. · Planning Analysts organize, synthesize

from: linkedin.com - 24 days ago

Empower Pharmacy - Houston, Texas

, such as Enterprise Resource Planning (ERP) systems, Excel, and financial reporting tools. Proficiency using QuickBooks. Technical skills in account reconciliation and month-end closing. Ability to handle confidential

from: resume-library.com - 10 days ago

Recruiting Industry Specific Experts, LLC - Houston, TX, United States

with clients and other staff to establish client accounts and coordinate asset transfers Respond to client inquiries and initiate client contact when appropriate Write regular articles on financial planning

from: linkedin.com - 28 days ago