Client Relationship Management
Act as the main point of contact for designated clients, ensuring client satisfaction and strong working relationships.
Effectively communicate client needs and concerns to internal teams.
Proactively identify new growth and revenue opportunities for the company within client accounts.
Gather information and case studies for new strategic initiatives.
Organize and lead client meetings with clear agendas
Financial Performance and Reporting
Ensure accuracy and completeness of financial records and statements.
Analyze financial data to provide insights and support decision-making.
Assist with budgeting, forecasting, and financial planning.
Manage accounts payable and receivable processes.
Perform bank reconciliations and analyze cash flow.
Ensure the timely and accurate preparation of financial reports and statements.
Operational Efficiency
Coordinate internal teams and external vendors to ensure successful project execution.
Manage day-to-day account activities and requests.
Maintain internal control policies and procedures.
Ensure all work, before being sent to clients or production, undergoes a quality check.
Investigate and rectify any financial discrepancies.
Handle tasks like processing payroll and supporting audits.
Budget Management
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