Focus Financial Partners-posted about 2 months ago
$90,000 - $115,000/Yr
Full-time • Mid Level
Hybrid • White Plains, NY
501-1,000 employees

Gelfand, Rennert & Feldman is seeking an Account Manager, Sports to join our team of dedicated professionals. This position can be based out of Manhattan, NY or White Plains, NY on a hybrid basis. The Account Manager, Sports acts as the primary point of contact and overall resource for all client-related needs; is responsible for overseeing the day-to-day finances and high-level accounting review for their clients; oversees a team of Managers and Account Managers in the Sports Center of Excellence.

  • Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
  • Coordinate workflow of the Account Manager and Manager teams
  • Oversee daily client activity, including requests and timely follow up on all outstanding matters
  • Review work of Account Managers and Manager
  • Cash management by reviewing bank balances and statements and approving transfers as needed
  • Monitor credit card activity fraud alerts and credit score issue
  • Download credit card activity and order new credit card
  • Monitor Insurance renewals and claim
  • New client set up, including bank account
  • Assist with home and car purchases
  • Create tour packages in conjunction with tax department
  • Conduct tax research and multi-jurisdictional planning, and foreign touring clearance
  • Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc
  • Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedule
  • Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filings
  • Coordinate with accounting/tax department to provide a continuum of service
  • Other projects and duties, as assigned
  • High School Diploma or GED equivalent with 3+ years in a similar role in business management, client services, and/or touring is required;
  • Advanced knowledge of accounting principles including, but not limited to: general ledger, AP/AR, insurance, payroll, bank reconciliations, financial statements and reporting
  • Advanced knowledge of auditing standards, procedures, laws and rule/regulations
  • Able to delegate, manage and train teams using clear instructions
  • Sense of urgency and demonstrated ability to follow through
  • Able to juggle a high volume of work and remain adept at constantly switching tasks
  • Strong verbal and written communication skills
  • Strong interpersonal skills to create and maintain a trusting relationship with staff and clients is crucial to this role
  • Supervision abilities, including leadership, development, and training
  • Advanced knowledge of Microsoft Office (Excel, Word, Outlook)
  • Be a self-motivated and detail-oriented analytical thinker
  • Work well independently and in a team environment
  • Have a working knowledge of a variety of professional sports and a desire to help professional athletes
  • Associate's or Bachelor's degree in Accounting or Finance is highly preferred
  • 4+ years in a similar role in business management and/or touring is preferred
  • Advanced knowledge of Agilink, CCH Axcess is highly preferred
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