National Financial Partners
Account Manager - Business Management
National Financial Partners, Los Angeles, California, United States, 90079
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary:
This role sits in Ground Control Business Management, a subsidiary of NFP. We are looking for an
Account Manager
that will be 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:
NFP is 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 $120,000. 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 Together!
NFP is an inclusive Equal Employment Opportunity employer.
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary:
This role sits in Ground Control Business Management, a subsidiary of NFP. We are looking for an
Account Manager
that will be 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:
NFP is 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 $120,000. 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 Together!
NFP is an inclusive Equal Employment Opportunity employer.