Marketing Events & Influencer Partnership Manager at SourceWhale leading event - driven community growth. Building industry partnerships and managing high - impact events.
About the role
- 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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