Lead Account Manager Job Description Template
Our company is looking for a Lead Account Manager to join our team.
Responsibilities:
- Reconcile financial discrepancies by collecting and analyzing account information;
- Contribute to a strong client relationship through positive interactions with client personnel;
- Maintain accounting controls by preparing and recommending policies and procedures;
- Review and recommend modifications to accounting systems and procedures;
- Recommend financial actions by analyzing accounting options;
- Provide input into department’s goal setting process;
- Document financial transactions by entering account information;
- Verify, allocate, post and reconcile transactions;
- Produce error-free accounting reports and present their results to multiple owners;
- Guide accounting clerical staff by coordinating daily activities, proper workflows and answering questions;
- Provide technical support and advice to management;
- Support month-end and year-end close process;
- Ad-hoc people management/development, and project/program needs that will elevate the Account Management Team;
- Help the Account Management Team solve complex user and company needs, helping our customers use Zeus to grow their businesses;
- Proactively offer advice on industry best practices and creative product solutions.
Requirements:
- Ability to communicate and work well with others, solve problems in a finance environment;
- Experience in the Asset & Property Management Software Yardi a plus;
- Aptitude for numbers and quantitative skills;
- Advanced computer skills on MS Office, Excel and accounting software and databases;
- Thorough knowledge of accounting principles and procedures;
- Multiple years in an accounting leadership role;
- Experience with general ledger functions and the month-end/year-end close process;
- Ability to manipulate large amounts of data;
- Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and regulations;
- High attention to detail and accuracy is a must;
- BS degree in Accounting or Finance;
- Real Estate accounting experience and ability to read and understand leases preferred.