Job Description

A large and prestigious business management firm seeks a Senior Manager, Business Management to join their dynamic team.

The firm is searching for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting knowledge, the ability to communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of people. This position is part of the management team and will participate in key decisions that affect the operations of the entire firm.

RESPONSIBILITIES:

• Lead and manage one or more business management client service teams
• Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
• Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
• Prepare financial statement summaries as required for Partners.
• Assist partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
• Regular communication with Partners regarding client financial matters.
• Regular communication with Clients to answer questions, fulfill requests, and provide financial advice when needed.
• Attend client financial meetings.
• Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
• Coordinate with the tax department on client tax matters
• Other related duties as assigned.

REPORTING & COMMUNICATION

• Oversee and review weekly, monthly, quarterly and annual financial reporting
• Ensure financial data is accurate and current at all times
• Review all client reports prior to being sent
• Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients
• Communicate regularly with clients regarding their financial position, projections, and cash management
• Communicate regularly with client’s staff as applicable
• Communicate regularly with Partners regarding client’s financial position

PLANNING

• Assist in preparing Client’s short and long term financial projections
• Monitor and direct the implementation of strategic business plans
• Manage cash flow between Client entities, investment accounts, and bank accounts and plan for future cash needs.
• Provide input to the tax department to create annual tax projections

OPERATIONS

• Participate in key decisions as a member of the management team
• Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
• Manage one or more business management accounting teams
• Ensure deadlines are being met, and internal processes and procedures are being followed.
• Work as part of the new client onboarding team as needed.

RISK MANAGEMENT

• Regularly review client insurance policies and coverage levels
• Monitor any open legal issues involving the Client
• Advise client on appropriate and reliable control systems for staff and entities

QUALIFICATIONS:

• Bachelor's degree in Accounting preferred; or other related Business field
• Certified Public Accountant or Enrolled Agent preferred
• 7+ years of related experience in the Business Management field and/or working with high-net-worth individuals

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg