Account Manager

3 weeks, 5 days ago
Full-time
Junior
Customer and Technical Support
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Perform accounts receivable, accounts payable, time billing, payroll, general ledger, tax payment, and other day-to-day accounting functions.
  • Prepare monthly and quarterly financial statements, management reports, forecasts, and client financial analyses.
  • Support month-end and quarter-end close activities, including balance sheet, income statement, and cash flow preparation and review.
  • Analyze and reconcile general ledger accounts and maintain accurate records of client assets, liabilities, transactions, and financial activity.
  • Record and reconcile investment transactions and support quarterly management reporting.
  • Coordinate with clients, vendors, internal teams, Managers, and external auditors on accounting, payroll, billing, and financial matters.
  • Assist with annual financial and payroll audits and special accounting projects.
  • Manage multiple client engagements, priorities, and deadlines while maintaining complete financial documentation and high-quality work.
  • Identify opportunities to improve accounting processes, reporting, and client service.

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 knowledge of general accounting principles, financial reporting, general ledger accounting, reconciliations, and month-end close processes.
  • Experience processing payroll and preparing financial statements and reports.
  • Strong analytical, problem-solving, organizational, and attention-to-detail skills.
  • Excellent verbal and written communication skills for working with clients, vendors, auditors, and internal teams.
  • Ability to manage multiple projects, clients, and deadlines independently and collaboratively.
  • Strong consulting and client-service skills, including analysis, documentation, communication, and presentation.
  • Proficiency with Microsoft Office, particularly Excel and Word; accounting software and general ledger system experience required.
  • QuickBooks experience and ability to learn new financial systems quickly are preferred.

Benefits

  • Annual base salary of $80,000–$90,000.
  • Potential annual cash bonus.
  • Medical, dental, vision, and life insurance.
  • 401(k) plan.
  • Access to the broader Focus Financial Partners network and its organizational support.

Interested in this position?

Apply directly on the company website

Apply Now

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