Account Manager

NFP•Los Angeles, CA

49d•$116,000 - $135,000

About The Position

Ground Control (a Wealthspire company) is a business management firm built for those with boundless potential. We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. We're looking for an Account Manager to join our team. Leaders in entertainment, sports and business turn to us for exceptional support. We began more than forty years ago with the idea that careers in Hollywood came with unique financial complexities. The concierge services we developed were designed to help them enjoy their incredible success. Today we are still trusted partners for actors, producers, writers and directors, but we’re also the financial concierge for professional athletes, innovators and entrepreneurs. Summary : The Account Manager is responsible for overseeing all day-to-day business, personal, and financial matters for assigned clients and entities. The Account Manager is further responsible for managing the workflow and ongoing supervision, training and mentoring of their Bookkeeper. The Account manager works closely with one or more Partners and Managers, but the position requires time management skills and independent thinking and judgement.

Requirements

Accounting background required
Ability to work independently and anticipate client and team needs
Effective time management and decision making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Experience with Zenith or equivalent platform
Associates degree (or equivalent), and BA/BS preferred
Four or more years’ experience with business management firm required

Nice To Haves

Entertainment industry experience preferred

Responsibilities

Communicates directly with clients with collaboration with senior team members.
Knowledge of Chart of Accounts (personal and corp).
Monitors daily client activity, handles requests, and conducts timely follow ups on outstanding matters.
Reviews bank balances daily and funds accordingly.
Prepares daily and monthly bank reconciliations.
Prepares monthly cash flow reports.
Performs monthly, quarterly, and annual close activities.
Completes billing timesheets daily, making sure to include appropriate and accurate commentary for all entries.
Understands and utilizes all available tools to ensure desks are run efficiently (e.g., credit card allocation module, bill scheduler/repetitives, repository, and other tools as directed by the Operations Team).
Reviews all work completed by the Bookkeeper, including billing and payroll timesheets.
Supervises, mentors, and manages bookkeeping staff.
Works closely with business management team to ensure clean and accurate books.
Identifies areas with inefficiencies and makes changes as necessary (e.g., going paperless, live checks vs. electronic payments, etc.).
Other related duties as assigned.