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 or equivalent experience required.
  • Minimum of 5 years of accounting or bookkeeping experience, including support for high-net-worth individuals or multi-entity clients.
  • Strong understanding of financial reporting, general ledger management, and cash flow oversight.
  • Experience preparing or reviewing financial statements and cash flow forecasts.
  • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Commitment to delivering exceptional client service.

Responsibilities

  • Serve as primary contact for clients, vendors, and external partners.
  • Build and maintain strong client relationships through responsive support.
  • Coordinate and lead client meetings, providing financial updates.
  • Oversee day-to-day financial activities, including bill pay and banking transactions.
  • Review client invoices for accuracy and ensure timely processing.
  • Prepare and review financial statements for accuracy and compliance.
  • Mentor and train junior team members, aiding in their professional development.

Benefits

  • Medical, dental, and vision insurance.
  • Generous PTO and paid sick time.
  • Flexible work arrangements.
  • 401(k) with profit sharing.
  • Comprehensive wellness program.
  • Generous parental leave policy.
  • 11 paid holidays.
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.

"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.

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

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 Finance & Insurance Jobs

Find similar Account Manager III, Business Management jobs: