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
- Excellent Communication Skills
