Lead point of contact for any and all matters specific to your accounts
Building and maintaining strong, long-lasting customer relationships
Communicate with prospect and existing clients to understand their needs and explain product value
Proven ability to manage multiple clients at a time while paying strict attention to detail
Help customers through email, phone, chat, online presentations and screen-share
Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
Prepares monthly statements by collecting data; analyzing and investigating variances; summarizing data, information, and trends.
Prepares state quarterly and annual statements by assembling data.
Responds to financial inquiries by gathering, analyzing, summarizing, and interpreting data.
Provides financial advice by studying operational issues; applying financial principles and practices; developing recommendations.
Prepares special reports by studying variances; preparing budgets; developing forecasts.
Updates job knowledge by keeping current with financial regulations and accepted practices; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Qualifications
Bachelor's Degree in Accountancy or accountancy-related course
Certified Public Accountant
At least 4 years experience in doing a similar role
Proven ability to manage multiple clients at a time while paying strict attention to detail
Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization
