• Lead point of contact for any and all matters specific to your accounts
• Building and maintaining strong, long-lasting customer relationships
• Communicate with prospect and existing clients to understand their needs and explain product value
• Proven ability to manage multiple clients at a time while paying strict attention to detail
• Help customers through email, phone, chat, online presentations and screen-share
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
• Prepares monthly statements by collecting data; analyzing and investigating variances; summarizing data, information, and trends.
• Prepares state quarterly and annual statements by assembling data.
• Responds to financial inquiries by gathering, analyzing, summarizing, and interpreting data.
• Provides financial advice by studying operational issues; applying financial principles and practices; developing recommendations.
• Prepares special reports by studying variances; preparing budgets; developing forecasts.
• Updates job knowledge by keeping current with financial regulations and accepted practices; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Qualifications

• Bachelor's Degree in Accountancy or accountancy-related course
• Certified Public Accountant
• At least 4 years experience in doing a similar role
• Proven ability to manage multiple clients at a time while paying strict attention to detail
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization
• Excellent Communication Skills