Senior Account Manager, Financial Operations

Armanino LLP; New York (NY); On-site; USD 78,000 - 107,000; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO plan and paid sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino LLP in New York City seeks an Account Manager III, Business Management to serve as the primary financial liaison for high-net-worth clients, vendors, and partners, delivering accurate reporting and proactive guidance.

You will oversee cash flow, bill pay, invoicing, financial statements, and the monthly close, while mentoring junior staff and collaborating with cross-functional teams to ensure timely, high-quality deliverables.

Qualifications

• 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.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Commitment to delivering exceptional client service.

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.
• Coordinate 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.
• Assist with 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.

Skills

Financial reporting

General ledger management

Monthly close

Cash flow oversight

Client service

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks Online

AgilLink

Job description

Armanino LLP in New York City seeks an Account Manager III, Business Management to serve as the primary financial liaison for high-net-worth clients, vendors, and partners, delivering accurate reporting and proactive guidance.

You will oversee cash flow, bill pay, invoicing, financial statements, and the monthly close, while mentoring junior staff and collaborating with cross-functional teams to ensure timely, high-quality deliverables.