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Account Manager
3 months ago
Who We AreWe're part of NFP Corp., a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.
Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations.
To learn more, please visit:
Control Business Management (a subsidiary of NFP Corp.) is a 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 clients' careers and lifestyles. 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 our clients enjoy their incredible success. Today, we are still trusted partners for actors, producers, writers and directors, but we are also the financial concierge for professional athletes, innovators, and entrepreneurs.
SummaryThe 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.
Essential Duties and ResponsibilitiesCommunicates 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.
Knowledge, Skills, and/or AbilitiesAccounting background requiredAbility to work independently and anticipate client and team needsEffective time management and decision making skillsDiligent follow up skillsAbility to express ideas clearly in both written and oral communicationsExperience with Zenith or equivalent platformEducation and/or ExperienceAssociates degree (or equivalent), and BA/BS preferredFour or more years' experience with entertainment business management firm requiredEntertainment industry experience preferredWhat We OfferWe're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $75, ,000.The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP and You... Better TogetherNFP is an inclusive Equal Employment Opportunity employer.
