VP Client Partner – BCM
EXL
Cloud
Senior Accountant
Club Capital Group
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Cloud
About the role
- 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
Requirements
- 4 + years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials (Required)
- B.S or M.S in Accounting or Business or equivalent experience
- 3 + of related experience in a client facing role
- Ability to manage multiple clients, tasks, and projects simultaneously
- Solutions driven individual who is exceptional at deadlines and problem solving
- Excellent verbal and written communication skills
- Well organized and strong attention to detail
- Ability to provide exceptional client service
- Desire to grow and expand your client portfolio and advisory services, willingness to become CFO certified
