Client Manager

Carbon Group; City Of Stirling; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Lucrative performance bonus

Learning and development opportunities

Social activities

Wellness and discounts

Job summary

Carbon Group is seeking a Client Manager to deliver high-quality bookkeeping and CFO services to a diverse client portfolio across industries. You will manage relationships, learn new skills quickly, and apply strong attention to detail with Xero and MYOB expertise.

You’ll contribute to financial strategy, analysis, and reporting while expanding the client base and maintaining regulatory compliance. A leadership mindset and independent, proactive work style are valued.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; Master’s degree or CPA certification is a plus.
• Proven experience in financial management or accounting, with at least 1 year in a managerial capacity.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and tools.
• Knowledge of tax laws and financial regulations.
• Leadership and team management skills.
• Ability to work independently and manage multiple client relationships.

Responsibilities

• Client Base Expansion: Identify potential clients, nurture relationships, and expand the client base; develop strategies to attract CFO services.
• Client Relationship Management: Build and maintain relationships, acting as trusted advisor for financial needs.
• Financial Strategy Development: Collaborate to formulate strategies aligning with goals and trends.
• Financial Analysis: Budgeting, forecasting, and modelling to aid decisions.
• Cash Flow Management: Develop forecasts, monitor cash flow, provide recommendations.
• Financial Reporting: Prepare and analyse financial statements and present findings.
• Risk Management: Identify and mitigate financial risks with controls.
• Compliance Management: Assist clients in regulatory and financial compliance.
• Cost Reduction and Profit Enhancement: Identify opportunities to reduce costs and improve profitability.
• Business Plan Review: Review and analyse plans to align strategies.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Leadership

Team management

Independent work

Client relationship management

Financial software proficiency

Tax knowledge

Education

Bachelor's degree in Finance, Accounting, or related field; Master’s or CPA a plus

Tools

Xero

MYOB

Job description

Hi there, thanks for stopping by. We're glad to have gotten your attention, but we'll be thrilled when you apply. We're on the hunt for a new member of our team. We're eager to find someone who is passionate about what they do, and is excited for a new journey with our fantastic firm.
About Carbon.
We’re not your average professional services firm. Carbon launched in 2014 with the goal to shake up the industry and change the level of service that small and medium business owners received. We combine all the core business services in the one place (from accounting to bookkeeping to finance to insurance and everything in between), bringing together some of the best experts in the industry so our clients can focus on doing more of what they love.
What it means to be a Carbonite.
Our Carbonites are our best asset, and we’ve grown from a small team of 13 people in a single office in Perth to over 300 Carbonites nationwide, with offices in multiple states. A key element in our plan of world domination is having the best people possible to help us along the way. This is where you come in.
As our next Carbonite, you’ll be joining a team at multiple levels. You’ll be part of a team in your office, working with other talented people such as yourself. You’ll also be joining our national ranks, meaning you can easily tap into a knowledge base for a tricky question or to bounce ideas off of for the next team activity.
Empowering our Carbonites is a big part of our mission and vision, so we focus on helping our Carbonites learn and grow, developing their careers in the direction that they want to go in.
About the role.
As a valuable member of our Bookkeeping & CFO Services team, our new Client Manager will deliver high-quality bookkeeping service to a portfolio of clients across a variety of industries. Experience managing a diverse client base is essential for this role.
We’re looking for someone who is eager and willing to learn new skills and display initiative. Experience in Xero and MYOB is required, as is the ability to quickly learn new software as we’re a business known to embrace new technologies. You’ll need to be able to problem-solve, have a strong attention to detail, and display high levels of accuracy.

We're looking for someone with:

• Bachelor's degree in Finance, Accounting, or a related field; a Master's degree or CPA certification is a plus.
• Proven experience in financial management, accounting, or related roles, with at least 1 year in a managerial capacity.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and tools.
• Knowledge of tax laws and financial regulations.
• Leadership and team management skills.
• Ability to work independently and manage multiple client relationships simultaneously.

• Bachelor's degree in Finance, Accounting, or a related field; a Master's degree or CPA certification is a plus.
• Proven experience in financial management, accounting, or related roles, with at least 1 year in a managerial capacity.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and tools.
• Knowledge of tax laws and financial regulations.
• Leadership and team management skills.
• Ability to work independently and manage multiple client relationships simultaneously.

You’ll be perfect for the role if:

• You love a bit of team banter and activities
• You want to be part of the coolest firm in Australia
• You’re keen to join a company that encourage you to define your own career path

Job responsibilities

• Client Base Expansion: Actively participate in business development efforts by identifying potential clients, nurturing relationships, and expanding the client base. Develop and execute strategies to attract new clients seeking CFO services.
• Client Relationship Management: Build and maintain strong relationships with clients, becoming a trusted advisor for their financial needs.
• Financial Strategy Development: Collaborate with clients to formulate financial strategies that align with their business goals and industry trends.
• Financial Analysis: Perform in-depth financial analysis, including budgeting, forecasting, and financial modelling to help clients make informed decisions.
• Cash Flow Management: Develop cash flow forecasts, monitor cash flow, and provide recommendations to ensure financial stability.
• Financial Reporting: Prepare and analyse financial statements and reports, and present findings to clients in a clear and actionable manner.
• Risk Management: Identify and mitigate financial risks by implementing strategies and controls.
• Compliance Management: Assist clients in managing regulatory and financial compliance, ensuring adherence to applicable laws, standards, and reporting requirements.
• Cost Reduction and Profit Enhancement: Identify opportunities to reduce costs, improve profitability, and optimize financial operations.
• Business Plan Review: Collaborate with clients to review and analyze their business plans, helping to align financial strategies with their broader business goals and providing valuable insights for plan refinement.

We aspire to create a culture in every office where our people are motivated and supported to achieve their goals. With that in mind, we know what is important to each person will vary, so here are a few things we offer:

• Lucrative performance bonus
• Learning and development opportunities driven by you: Want to focus your skills in a certain area, or explore something new with training? Great, let’s do it. We have internal and external training options.
• Social activities to suit different people: Regular team events, office events, community giveback opportunities, etc. etc.
• And, of course, we also offer some great benefits like discounts, cashbacks, rewards, and initiatives to support wellness.

Ready to apply?

Great, we'd love to hear from you. Keep in mind that the desired skills and experience we listed above are all important components to this role, but that doesn't mean you need to tick every box to apply! We're dedicated to building a diverse, inclusive and exciting team, so even if your past experience doesn't perfectly align with everything listed but you're passionate about this role and joining our firm, apply anyways.

At Carbon, we know we’re at our best when we look out for one another; prioritise respect, fairness, development and wellbeing; foster an inclusive culture and embrace diversity in all forms. All qualified applicants will receive consideration for employment regardless of their background, experience, identity or thinking style, and if you need assistance or an accommodation during the application process for accessibility reasons this is available upon request.