Account Manager in Business Management at Citrin Cooperman, managing client accounts and financial transactions with a focus on professional development and teamwork.
Responsibilities
Responsible for understanding the Client’s organization and structure
Maintains and updates Client’s records
Develops system tailored to each client to account for financial transactions
Maintains accounts by verifying, allocating, and posting transactions
Maintains Data faction ledgers for client entities
Prepares credit card allocations and reconciliations
Processes bill payments, bank deposits, wire transfers, invoicing
Provides daily service to clients, their assistants/family/attorneys/agents
Deals with asset acquisitions and dispositions
Manages client’s payroll for their office and household employees
Prepares financial reports by collecting, analyzing, and summarizing account information and trends
Requirements
5+ years of related experience within a professional services organization
Outstanding written, verbal and interpersonal skills
Ability to multi-task and shift focus as needed
Possess basic accounting knowledge
Strong attention to detail
Knowledge of Datafaction, Microsoft Excel and Word
Knowledge of Medicaid, DGA, SAG and WGA benefits
Benefits
Competitive compensation and benefits
Professional development opportunities
Flexibility to manage personal and professional life
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