• Manage and own a portfolio of community financial institutions with assets of $40M - $2.5B• Responsible for all aspects of the client relationship, product adoption, revenue growth, and customer satisfaction• Provide monthly and quarterly strategic consulting meetings with C-level executives to achieve their business objectives • Analyze client data to identify actionable insights and provide recommendations tailored to their business needs• Collaborate with cross-functional teams ranging from launching products, upselling opportunities, and marketing strategies• Leverage rapport built with clients to renew and/or renegotiate their contracts

• Manage and own a portfolio of community financial institutions with assets of $40M - $2.5B• Responsible for all aspects of the client relationship, product adoption, revenue growth, and customer satisfaction• Provide monthly and quarterly strategic consulting meetings with C-level executives to achieve their business objectives • Analyze client data to identify actionable insights and provide recommendations tailored to their business needs• Collaborate with cross-functional teams ranging from launching products, upselling opportunities, and marketing strategies• Leverage rapport built with clients to renew and/or renegotiate their contracts

• Manage and own a portfolio of community financial institutions with assets of $40M - $2.5B• Responsible for all aspects of the client relationship, product adoption, revenue growth, and customer satisfaction• Provide monthly and quarterly strategic consulting meetings with C-level executives to achieve their business objectives • Analyze client data to identify actionable insights and provide recommendations tailored to their business needs• Collaborate with cross-functional teams ranging from launching products, upselling opportunities, and marketing strategies• Leverage rapport built with clients to renew and/or renegotiate their contracts

• Support success partners with over 70 clients by producing client facing monthly, quarterly, and yearly review presentations • Generate in depth client specific ad hoc reports and custom analyses• Ability to consume data from various reporting platforms to assist partners craft consulting strategies necessary to better serve our clients • Analyze client data for trends and spot inconsistencies that need to be resolved for accurate reporting on our software platform• Liaison between the client facing partners and technology operations team, analytics team, and enterprise data warehousing team• Liaison between client success analyst team and analytics team to develop tools and streamline reoccurring reports

• Provide quality service delivery of tax advisory to multinational companies with the focus of providing business incentives• Identify, secure, and maintain governmental incentives, tax credits, and grants for clients’ existing or expanding operations • Assist in negotiation of incentives and review of contracts and agreements required to enter into in order to secure incentives• Conduct research of economic development incentive programs across United States at local, state, and federal level• Perform detailed internal reports of incentives to maintain solid understanding of benefits, and remain current on any legislative changes that could impact incentive programs• Prepare applications for tax credits, grants, and incentives for management and perform execution of compliance requirements for received incentive benefits• Participate in project management of engagements including identifying scope, deliverables, timelinesRyan is an award-winning global tax services firm, with the largest indirect tax practice in North America and the seventh largest corporate tax practice in the United States. Headquartered in Dallas, Texas, the Firm provides a comprehensive range of state, local, federal, and international tax advisory and consulting services on a multi-jurisdictional basis, including audit defense, tax recovery, credits and incentives, tax process improvement and automation, tax appeals, tax compliance, and strategic planning. Ryan is a three-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multi-disciplinary team of more than 1,600 professionals and associates serves over 9,000 clients in 40 countries, including many of the world’s most prominent Global 5000 companies.

As a Sales and Use Tax Consultant I work with a team to identify tax savings opportunities for clients and to gain an understanding of how the client computes each component of the sales and use tax. This includes researching issues, reconciling databases, and completing detailed calculations. The taxing authority verifies the issues and we as a team assist the client with this process.Duties- Respond to client inquiries and requests from tax authorities- Travel to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in the audit refund process- Review documentation and research industry specific tax issues for particular state - Work with raw data to complete calculations and analysis with the use of Access Databases - Draft filings, such as petitions for redetermination, refund claims, and various other administrative replies- Sales and Use Tax States - Texas, California, Iowa, Washington, Louisiana

• Utilization of Bloomberg functions DES, CACS, EPR, and CMPW to update and add company profiles to data base• Work with Bloomberg escalation team for project clearance and record accuracy• Data validation through the use of the Securities and Exchange Commission and Bloomberg data base records• Tag private companies with core classification using Bloomberg Industry Code System 1 and 2• Review and update Mergers and Acquisitions to the Bloomberg data base real time