Job Responsibilities

• Serve as a key point of contact for clients, ensuring timely communication and resolution of inquiries.

• Participate in client and team meetings to align on priorities and deliverables.

• Review and approve invoices while overseeing timely bill payments.

• Manage cash flow activities, including transfers, balance monitoring, and assisting with cash flow forecasting.

• Prepare monthly financial reports and review general ledger activity for accuracy and completeness.

• Review accounts receivable and accounts payable aging reports and resolve outstanding items with clients and vendors.

• Support year-end tax package preparation and assist with 1099 filings.

• Coordinate payroll processing and review payroll reporting for accuracy.

• Prepare and review business license filings, Secretary of State statements, and other regulatory filings.

• Coordinate with insurance providers and assist with audits, policy renewals, and related documentation.

• Collaborate on credit applications, tax examinations, and other special projects.

• Provide guidance and support to junior team members and offshore support staff while reviewing assigned work for accuracy and completeness.

• Communicate with vendors and third-party providers to resolve billing, payment, or compliance issues.

Requirements

• Bachelor's degree in Accounting, Finance, or related field or equivalent experience required.

• Minimum of 3 years of accounting or business management experience with progressive responsibility in financial reporting and client service.

• Experience with general ledger review, cash management, financial reporting, and assisting with cash flow forecasting.

• Hands-on experience with month-end and year-end close processes.

• Knowledge of GAAP and experience preparing financial statements and supporting financial review processes.

• Experience with bank, credit card, and intercompany reconciliations.

• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Commitment to delivering exceptional client service.

Preferred Qualifications

• Experience supporting high-net-worth individuals, entertainers, family offices, or other complex multi-entity clients.

• Knowledge of QuickBooks Online and AgilLink.

• Experience working with offshore or cross-functional teams.

• General knowledge of insurance processes, business licensing, or other business management operations.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

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