Account Manager

🔥 17 hours ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Focus Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 $50M Venture Round on 2009-11

Finance • Fintech • B2B

Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.

📋 Description

• Perform day-to-day accounting functions, including accounts receivable, accounts payable, time billing, payroll, general ledger activities, and tax payments • Process payroll for client companies and ensure payroll-related information is accurate and timely • Prepare monthly and quarterly financial statements and client reports • Prepare weekly financial forecasts and reports summarizing clients' current and projected financial positions • Support month-end and quarter-end close processes • Prepare and review balance sheets, income statements, and cash flow statements • Analyze and reconcile general ledger accounts • Record and reconcile investment transactions and support quarterly management reports • Maintain accurate records of client assets, liabilities, transactions, and other financial activity • Assist with annual financial and payroll audits and liaise between clients and external auditors • Produce financial information and analysis for client management teams • Communicate with clients' vendors regarding accounting, billing, payroll, and financial matters • Assist with special accounting projects and client-related initiatives • Manage multiple client engagements, priorities, and deadlines • Identify opportunities to improve accounting processes, reporting, and client service • Maintain organized financial documentation • Collaborate with team members and Managers to address client needs

🎯 Requirements

• Bachelor's degree preferred in Accounting, Finance, Business, or a related field • 2+ years of progressive accounting experience, preferably in public accounting or a similar client-service environment • Strong understanding of general accounting principles and financial reporting • Experience with general ledger accounting, account reconciliation, financial statements, and month-end close processes • Strong analytical and problem-solving skills • Exceptional attention to detail • Excellent verbal and written communication skills • Strong organizational skills and ability to manage multiple projects, clients, and deadlines • Ability to work independently and collaborate effectively with Managers and team members • Strong consulting and client-service skills, including analysis, documentation, communication, and presentation • Proficiency with Microsoft Office Suite, particularly Excel and Word • Experience with accounting software and general ledger systems required • Strong computer aptitude and ability to learn new financial and accounting systems • Ability to follow established processes and instructions accurately while exercising sound judgment • Professionalism, dependability, and commitment to exceptional client service

🏖️ Benefits

• Annual cash bonus • Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k)