Account Manager
21 hours ago
ACCOU014537_1
Who We Are
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.
Essential Duties And 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.
Knowledge, Skills, And/or Abilities
- 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
Education And/or Experience
- Associates degree (or equivalent), and BA/BS preferred
- Four or more years' experience with business management firm required
- Entertainment industry experience preferred
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $116,000 to $135,000. 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.
Ground Control Business Management and Wealthspire is an inclusive Equal Employment Opportunity employer.
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