Client Finance Manager — Bookkeeping & Accounts Lead

LE0124 Gelfand, Rennert and Feldman, LLC; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Bonus potential

Job summary

GRF, Focus Partners Business Management in Century City or Encino, CA seeks an Account Manager to serve as the primary contact for clients, oversee day-to-day finances for assigned clients, and manage a bookkeeping staff.

You will respond to inquiries, coordinate workflow, review financial statements, manage cash and banking, and support contracts and reporting, with a base pay between $80,000 and $120,000 plus benefits.

Qualifications

• 3+ years in client services field
• 4+ years in business management or touring role
• Comprehensive knowledge of general ledger, AP/AR, payroll, bank reconciliations, and financial statements
• Experience with AgilLink is highly preferred
• Advanced computer skills including Microsoft Excel and accounting software/databases

Responsibilities

• Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
• Coordinate workflow of bookkeeping team
• Review and distribute mail
• Oversee daily client activity and follow up on all outstanding matters
• Review work of bookkeepers (AP/AR, cash receipts and journal entries, GL, payroll, financial statement review)
• Cash management by reviewing bank balances and approving transfers as needed
• Download and monitor credit card activity for fraud alerts and credit score issues
• Monitor insurance renewals and claims
• New client setup, including bank account
• Assist with large purchases such as homes and cars
• Work with internal resources to assist with client contracts, royalties processing, and customized financial schedules
• Assist with other financial transactions and reporting (e.g., 1099s, annual/quarterly filings)
• Other projects and duties as assigned

Skills

Verbal and written communication

Interpersonal skills

Time management

Emotional intelligence

Adaptability

Active listening

Critical thinking

Education

Associate's or Bachelor's degree in accounting or finance

High School Diploma or GED

Tools

AgilLink

Microsoft Excel

Accounting software

Databases

Job description

GRF, Focus Partners Business Management in Century City or Encino, CA seeks an Account Manager to serve as the primary contact for clients, oversee day-to-day finances for assigned clients, and manage a bookkeeping staff.

You will respond to inquiries, coordinate workflow, review financial statements, manage cash and banking, and support contracts and reporting, with a base pay between $80,000 and $120,000 plus benefits.