Account Manager II, Business Management
Core
Manage client financial operations, cash flow, and regulatory compliance while serving as a key point of contact for business management services.
Role type
Mid-level IC business management accountant
Builds
Monthly financial reports, cash flow forecasts, and regulatory filings for clients
Domain
Accounting and Consulting
Deliverable
Dashboards & analysis
Required skills
General ledger review, cash management, financial reporting, GAAP knowledge, bank reconciliations, accounts receivable/payable management, payroll processing, regulatory filing coordination
Preferred skills
High-net-worth client support, QuickBooks Online, AgilLink, offshore team coordination, insurance process knowledge
Responsibilities
Serve as key point of contact for clients, review and approve invoices, manage cash flow activities, prepare monthly financial reports, support year-end tax package preparation, coordinate payroll processing, prepare regulatory filings, provide guidance to junior team members, communicate with vendors and third-party providers
Seniority
Mid-level, hands-on IC