Armanino

Account Manager III, Business Management

Armanino$71K — $97K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • 5+ years in accounting or bookkeeping, especially with high-net-worth clients.
  • Strong knowledge of financial reporting and general ledger management.
  • Experience in financial statements and cash flow forecasts preparation.
  • Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Act as primary contact for clients and vendors.
  • Cultivate client relationships through effective communication and support.
  • Coordinate client meetings and deliver financial insights.
  • Manage daily financial operations, including transactions and cash management.
  • Conduct financial reviews, ensuring accuracy and compliance.
  • Monitor cash balances and prepare cash flow forecasts.
  • Support audits and special financial projects as needed.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • Generous PTO and paid sick leave.
  • Flexible work arrangements available.
  • 401K with profit-sharing options.
  • Wellness program to support employee health.
  • Substantial parental leave offered.
  • 11 paid holidays each year.
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 mentoring or training junior staff.

  • Experience supporting multi-entity client structures within the entertainment or business management industry.

  • Proficiency with QuickBooks Online and AgilLink.

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $71,300 - $97,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $78,400 - $106,700. For Northern California residents, the compensation range for this position: $81,900 - $111,500. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

  

Armanino has a robust offering of benefits, including: 

  • 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

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

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.
Learn more about Armanino
Size
1,200 employees
Industry
Founded
1953

Similar Jobs

More Jobs at Armanino

More Finance & Insurance Jobs

Find similar Account Manager III, Business Management jobs: