Account Manager

Grassi•Denver, CO

7d•Hybrid

About The Position

We are currently seeking a Account Manager to join our team in our Denver, CO office. This role offers an exciting opportunity to be part of a dynamic and growing firm. This position is fully onsite (five days per week) during the initial onboarding period with the potential to transition to a hybrid schedule (three days per week in the office). The Account Manager is responsible for the accurate and timely preparation of financial statements for a set number of the Company’s clients. The Account Manager will oversee the client service for their clients and be the single point of contact for client questions and requests. This position will contribute to a high performing, collaborative team culture and model of Grassi’s values and behaviors. The Account Manager reports directly to the Accounting Team Manager.

Requirements

Bachelor’s degree preferred but not required
Minimum three (3) years or more of full-cycle bookkeeping related experience
Demonstrated experience in performing financial reviews of accounts with client
Strong proficiency in full-cycle accounting and bookkeeping
Demonstrates a passion for bookkeeping, client servicing and seeing accurate results
Must have the highest attention to detail
Sense of urgency and ability to meet deadlines
Ability to work independently as well as lead and collaborate with others
Strong analytical and problem-solving skills
Excellent verbal and written communication skills
Exceptional organization, planning and time management skills

Nice To Haves

Demonstrated experience working with Sage 50, QuickBooks, Xero and/or R365

Responsibilities

Ensuring accurate and timely preparation of monthly and annual financial statements
Reviewing all income statements monthly and preparing monthly client checklist and sending to all clients to ensure they have accurate monthly data
Reviewing general ledger accounts monthly and making monthly accruals and adjustments
Managing client correspondence and information requests within one business day
Providing feedback and support to internal teams
Supporting accurate chart of accounts mapping
Identifying data quality issues and errors, investigating data discrepancies and escalating
Contributing to continuous improvement activities that expand and improve practices and services
Performing other accounting activities as required
Demonstrating firm core values consistently

Benefits

Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level.
Medical, Dental, and Vision Insurance
employer contribution to life insurance
401(k) plan
ESOP
client and employee referral bonus program.
CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees.
Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.
Continuing Professional Education (CPE) opportunities, including both technical and soft skills training.
Discounted gym memberships
various wellness initiatives and programs such as the CALM app