Performance and Finance Asst. Manager -Account Management

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Job Summary: We are seeking a skilled Performance and Finance Manager to join our Account Management team. This role will be responsible for overseeing the financial performance and operational efficiency of assigned client accounts. The ideal candidate will have a strong background in finance, data analysis, and client relationship management.

Key Responsibilities:

Financial Management:

• Develop and manage account-specific budgets and financial forecasts
• Monitor and analyze account profitability, revenue, and expenses
• Prepare regular financial reports and presentations for internal stakeholders and clients
• Identify and implement cost-saving opportunities

Performance Management:

• Establish and track key performance indicators (KPIs) for assigned accounts
• Conduct regular performance reviews and provide actionable insights
• Develop and implement performance improvement strategies
• Collaborate with cross-functional teams to optimize account performance

Client Relationship Management:

• Act as a financial advisor to clients, providing strategic recommendations
• Present financial and performance reports to clients
• Address client concerns and queries related to financial matters
• Maintain strong relationships with key client stakeholders

Process Improvement:

• Identify and implement process improvements to enhance efficiency
• Develop and maintain financial models and tools for account management
• Stay updated on industry best practices and implement relevant innovations

Team Collaboration:

• Work closely with account manager, operations teams, and other departments
• Provide financial guidance and support to the account team
• Participate in account strategy development and execution

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• 5+ years of experience in financial analysis, preferably in an account management setting
• Strong analytical and problem-solving skills
• Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerBI)
• Excellent communication and presentation skills

This role requires a detail-oriented individual with strong analytical skills and the ability to translate complex financial data into actionable insights. The successful candidate will play a crucial role in driving account performance and ensuring financial success for both the company and its clients.

Location:

If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements.  We’re interested in getting to know you and what you bring to the table!

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