Client Services Representative

• Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements.
• Assist clients with budget entry, expense tracking, and monthly contributions management.
• Working closely with internal AP and AR team members to oversee accurate bank reconciliations ensure precision.
• Manage year-end 1099 preparation for vendors and collaborate with Accounts Payable Manager.
• Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects.
• Communicate regularly with clients through email and meetings, support clients during audits or financial reviews, and actively participate in team meetings and initiatives.

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