Highly motivated, detail oriented Account Manager with over 8 years of experience overseeing full-cycle bookkeeping and financial operations. Committed to maintaining accurate ledgers, improving financials and contributing positively to the company overall goals.
Overview
10
10
years of professional experience
Work History
Account Manager
Gordon, Fishburn & Major LLP
Los Angeles, California
01.2016 - Current
Cultivated strong client relationships through proactive communication and tailored service strategies
Collaborated with clients and internal teams to improve bookkeeping processes and ensure exceptional service.
Processed accounts payable, accounts receivable, cash receipts, and cash disbursements
Maintain general ledger accounts and prepare monthly financial reports for management review
Send monthly cash flows to clients and/or monthly budgeting reports
Supported clients with budgeting, vendor relations, billing inquiries, account setup, family matters, and administrative financial tasks to enhance overall client satisfaction.
Collaborated with clients and internal teams to streamline bookkeeping processes, resulting in improved service delivery.
Ensured timely submission of 1099 forms to comply with tax regulations.
Managed estate administration tasks after client passings to ensure proper legal handling.
Onboard new clients to firm's software system
Built strong client relationships through proactive communication and personalized service strategies, fostering trust and loyalty.
Account Manager
NKSFB LLC
10.2018 - 04.2021
Cultivated professional relationships with clients to enhance satisfaction and retention
Onboard new clients to software system
Oversaw, trained, and managed assistant to ensure efficient support and service delivery
Work with the Touring department to ensure accurate books for touring clients
Perform bookkeeping duties
Review cashflows and send to clients
Collaborated with tax department to clean and adjust books for accurate financial reporting
Work with tax department to clean and adjust books