Account Manager III, Business Management

Job Responsibilities

• Serve as a primary point of contact for clients, vendors, and external partners.
• Build strong client relationships through responsive communication, proactive support, and trusted financial guidance.
• Cook up and participate in client meetings, providing financial updates and insights.
• Oversee day-to-day financial activities, including bill pay, cash management, wire transfers, and banking transactions.
• Review client invoices for accuracy and oversee timely processing.
• Monitor cash balances and prepare or review cash flow forecasts to support client liquidity needs.
• Prepare and review financial statements, ensuring accuracy, completeness, and adherence to reporting requirements.
• Manage the monthly financial close process, including review of account reconciliations and client reporting packages.
• Review general ledger activity, identify discrepancies, and ensure appropriate accounting treatment.
• Review accounts receivable, accounts payable, cash flow reports, and other key financial information.
• Support budgeting, borrowing, and other cash planning activities as needed.
• Oversee preparation and review of annual 1099 filings, year-end tax packages, and other required business filings.
• Review payroll reporting and ensure alignment between payroll providers and financial records.
• Aid in preparation and review of regulatory filings, including business licenses, property tax filings, and Secretary of State filings.
• Partner with third-party providers, including payroll companies, insurance brokers, tax advisors, and other professional service providers.
• Support audits, tax examinations, and special financial projects as needed.
• Mentor, train, and review work prepared by junior team members, providing guidance and support for their professional development.
• Collaborate with team members to ensure accurate, timely, and high-quality client deliverables.
• Participate in team meetings, process improvement initiatives, and continuing professional development.

Requirements

• Bachelor's degree in Accounting, Finance, or related field or equivalent experience required.
• Minimum of 5 years of accounting or bookkeeping experience, including business management experience supporting high-net-worth individuals, entertainers, or multi-entity clients.
• Strong understanding of financial reporting, general ledger management, monthly close, and cash flow oversight.
• Experience preparing or reviewing financial statements, cash flow forecasts, and year-end reporting.
• Prioritizing multiple tasks and meeting deadlines in a fast-paced environment.
• Commitment to delivering exceptional client service.

Preferred Qualifications

• Experience mentoring or training junior staff.
• Experience supporting multi-entity client structures within the entertainment or business management industry.
• Proficiency with QuickBooks Online and AgilLink.