Bachelor's degree in Accounting, Finance, or related field or equivalent experience required.
Minimum of 5 years of accounting or bookkeeping experience, particularly with high-net-worth individuals or multi-entity clients.
Strong understanding of financial reporting, general ledger management, and cash flow oversight.
Experience in preparing or reviewing financial statements and year-end reporting.
Proven ability to manage multiple priorities in a fast-paced environment.
Commitment to exceptional client service.
Responsibilities
Serve as the primary contact for clients, vendors, and partners.
Build strong client relationships through proactive support and financial guidance.
Coordinate client meetings, providing financial updates and insights.
Oversee daily financial activities, including bill pay and cash management.
Review client invoices for accuracy and ensure timely processing.
Monitor cash balances and prepare cash flow forecasts to support liquidity needs.
Prepare and review financial statements for accuracy and compliance.
Manage the monthly financial close process and client reporting packages.
Review general ledger activity and ensure appropriate accounting treatment.
Support budgeting and cash planning activities as needed.
Benefits
Mentorship and professional development opportunities.
Collaborative team environment focused on high-quality deliverables.
Involvement in process improvement initiatives and continuing education.
Full Job Description
Job 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.
Requirements
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.
Preferred Qualifications
Experience with clients in the music industry.
Experience mentoring or training junior staff.
Experience supporting multi-entity client structures within the entertainment or business management industry.
Proficiency with QuickBooks Online and AgilLink.
About Armanino
Armanino is one of the largest independent accounting and business consulting firms in the United States, with offices in California, Texas, and Illinois. The firm provides a wide range of services to clients in various industries, including audit and assurance, tax planning and compliance, business consulting, and technology consulting. Armanino is committed to delivering innovative solutions and exceptional service to help clients achieve their goals and succeed in today's rapidly changing business environment.
