Client Finance Manager: Account & Bookkeeping Lead

Focus Financial Partners; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401(k) with match

Bonus potential

Job summary

GRF, Focus Partners Business Management seeks an Account Manager in Century City, CA or Encino, CA. You will be the primary contact for client needs, oversee day-to-day finances, and supervise a staff of bookkeepers.

The role requires strong knowledge of GL, AP/AR, payroll, and reporting; you will coordinate workflow, review work, manage cash and credit card activity, and support large purchases.

Qualifications

• High School Diploma or GED with 3+ years required; Associate's or Bachelor's in accounting or finance preferred.
• 4+ years in a similar business management role and/or touring environment.
• 3+ years in a client services field.
• Strong knowledge of general ledger, AP/AR, payroll, bank reconciliations, and financial statements.
• Experience with AgilLink is highly preferred.
• Advanced computer skills including Excel and accounting software/databases.

Responsibilities

• Respond to client inquiries promptly and disseminate information internally.
• Coordinate bookkeeping workflow and review bookkeeper outputs (AP/AR, payroll, GL).
• Oversee daily client activity and ensure timely follow-up on outstanding matters.
• Manage cash, transfers, and card activity for fraud and compliance checks.
• Assist with new client setup, bank accounts, and large purchases.
• Support contracts, royalties processing, and customized financial schedules.
• Prepare filings and other financial reporting as needed.

Skills

General ledger

AP/AR

Payroll

Bank reconciliations

Financial statements

Microsoft Excel

AgilLink

Team delegation

Communication

Education

High School Diploma or GED

Associates or Bachelor’s in accounting or finance

Tools

AgilLink

Excel

Job description

GRF, Focus Partners Business Management seeks an Account Manager in Century City, CA or Encino, CA. You will be the primary contact for client needs, oversee day-to-day finances, and supervise a staff of bookkeepers.

The role requires strong knowledge of GL, AP/AR, payroll, and reporting; you will coordinate workflow, review work, manage cash and credit card activity, and support large purchases.