Club Capital Group

Accountant

• Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
• Prepare financial statements to facilitate the clients decision making process
• Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close
• Prepare budgets and revenue targets with clients
• Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends
• Lead and/or mentor other Client Advisors
• Address payroll questions/concerns and provide first-level troubleshooting
• Delight customers with expert guidance and support
• Manage personal workload to deliver high quality work products on time
• Effectively communicate with internal and external stakeholders and management on established performance expectations
• Work across teams to keep others informed of client status (i.e. Tax, client experience)
• Expand client portfolio and advisory services, with willingness to pursue CFO certification

Senior Accountant