Account Manager II, Business Management

Job Responsibilities

• Serve as a key point of contact for clients, ensuring timely communication and resolution of inquiries.
• Participate in client and team meetings to align on priorities and deliverables.
• Review and approve invoices while overseeing timely bill payments.
• Manage cash flow activities, including transfers, balance monitoring, and assisting with cash flow forecasting.
• Prepare monthly financial reports and review general ledger activity for accuracy and completeness.
• Review accounts receivable and accounts payable aging reports and resolve outstanding items with clients and vendors.
• Support year-end tax package preparation and assist with 1099 filings.
• Cook up payroll processing and review payroll reporting for accuracy.
• Prepare and review business license filings, Secretary of State statements, and other regulatory filings.
• Collaborate on credit applications, tax examinations, and other special projects.
• Provide guidance and support to junior team members and offshore support staff while reviewing assigned work for accuracy and completeness.
• Communicate with vendors and third-party providers to resolve billing, payment, or compliance issues.

Requirements

• Bachelor's degree in Accounting, Finance, or related field or equivalent experience required.
• Minimum of 3 years of accounting or business management experience with progressive responsibility in financial reporting and client service.
• Experience with general ledger review, cash management, financial reporting, and assisting with cash flow forecasting.
• Hands-on experience with month-end and year-end close processes.
• Knowledge of GAAP and experience preparing financial statements and supporting financial review processes.
• Experience with bank, credit card, and intercompany reconciliations.
• Prioritized ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Commitment to delivering exceptional client service.

Preferred Qualifications

• Experience supporting high-net-worth individuals, entertainers, family offices, or other complex multi-entity clients.
• Knowledge of QuickBooks Online and AgilLink.
• Experience working with offshore or cross-functional teams.
• General knowledge of insurance processes, business licensing, or other business management operations.