Account Manager
Job Description
Key Skills Required
Master these to land this role
Want to know if you're a match for this job?
FFO (Flynn Family Office) is seeking a detail-oriented and analytical Account Manager to join our team and provide accounting, financial reporting, and analysis services for our clients. This individual will play an important role in maintaining accurate financial records, preparing financial statements and reports, and supporting clients with their ongoing accounting and financial needs.
The ideal candidate will have a strong foundation in accounting, excellent attention to detail, and the ability to manage multiple client engagements and deadlines in a fast-paced environment. This is an excellent opportunity for an accounting professional looking to expand their experience while working directly with clients and gaining exposure to a variety of financial and accounting functions.
Primary Responsibilities:
The Account Manager will be responsible for performing accounting and financial analysis functions for assigned clients. This individual will prepare and analyze financial reports, maintain and reconcile general ledger accounts, process payroll and other accounting transactions, and assist with month-end and quarter-end close activities.
The role also provides opportunities to work directly with clients, vendors, auditors, and internal team members while supporting special accounting projects and ongoing financial reporting needs.
Some of the responsibilities of the individual in this role will include:
- Performing day-to-day accounting functions, including accounts receivable, accounts payable, time billing, payroll, general ledger activities, and tax payments
- Processing payroll for client companies and ensuring payroll-related information is accurate and timely
- Preparing monthly and quarterly financial statements and reports for clients
- Preparing weekly financial forecasts and reports summarizing clients’ current and projected financial positions
- Supporting month-end and quarter-end close processes, including preparation and review of balance sheets, income statements, and cash flow statements
- Analyzing and reconciling general ledger accounts to ensure accuracy and completeness
- Recording and reconciling investment transactions and supporting the preparation of quarterly management reports
- Maintaining accurate records of client assets, liabilities, transactions, and other financial activity
- Assisting Managers with annual financial and payroll audits by serving as a liaison between clients and external auditors
- Producing financial information and analysis for client management teams upon request
- Communicating directly with clients’ vendors regarding accounting, billing, payroll, and other financial matters
- Assisting with special accounting projects, financial analysis, and other client-related initiatives as needed
- Managing multiple client engagements, priorities, and deadlines while maintaining a high level of accuracy
- Identifying opportunities to improve accounting processes, reporting, and overall client service
- Maintaining organized and complete financial documentation in accordance with established procedures
- Collaborating with team members and Managers to ensure client needs are addressed accurately and efficiently
Qualifications:
- A Bachelor’s degree preferred in Accounting, Finance, Business, or a related field
- 2+ years of progressive accounting experience, preferably in public accounting or a similar client-service environment
- Strong understanding of general accounting principles and financial reporting
- Experience with general ledger accounting, account reconciliation, financial statements, and month-end close processes
- Strong analytical and problem-solving skills with exceptional attention to detail
- Excellent verbal and written communication skills with the ability to communicate effectively with clients, vendors, and internal team members
- Strong organizational skills with the ability to manage multiple projects, clients, and deadlines simultaneously
- Ability to work independently while also collaborating effectively with Managers and team members
- Strong consulting and client-service skills, including analysis, documentation, communication, and presentation
- Proficiency with Microsoft Office Suite, particularly Excel and Word
- Experience with accounting software and general ledger systems required; QuickBooks experience is a plus
- Strong computer aptitude and ability to quickly learn new financial and accounting systems
- Self-motivated and proactive with the ability to thrive in a fast-paced, deadline-driven environment
- Ability to follow established processes and instructions accurately while exercising sound judgment
- Commitment to producing high-quality work while meeting tight deadlines
- Professionalism, dependability, and a strong commitment to delivering exceptional client service
How would you rate this job post?
See what other professionals think about this role.
Similar Opportunities
More Openings at Focus Financial Partners
Explore Top Companies in this Space
Mariner Wealth Advisors
Wealth Management & Private Banking / Registered Investment Advisors (RIA) / Tax Strategy & Financial Planning / Institutional Asset Management
Mistplay
Entertainment Software / Mobile Apps / Digital Marketing / Consumer Tech
paired.so
Technology / SaaS / Startups / Talent Acquisition
WaterAid
Nonprofit / Public Health / Development / Advocacy
Focus Financial Partners
View Company ProfileFocus Partners Wealth (operating under focuspartners.com, legally Focus Partners Wealth, LLC) is the premier, enterprise-grade fiduciary wealth management firm, unified multi-family office, and private wealth orchestration powerhouse engineered to act as the definitive, high-velocity discretionary asset management, comprehensive tax optimization, and estate preservation layer for high-net-worth individuals, multi-generational families, businesses, and institutional foundations across the United States. Operating as an elite core segment of Focus Financial Partners—a dominant financial services collective and portfolio brand backed by Clayton, Dubilier & Rice and Stone Point Capital—the firm completely eliminates the severe systemic friction of modern wealth management, where affluent clients face fragmented advisory loops, conflicting broker incentives, and disconnected tax planning strategies that compromise long-term asset growth. Moving far beyond traditional, transaction-driven brokerage bureaus or static investment shops, Focus Partners Wealth natively unifies goals-based discretionary portfolio engineering, high-touch family office solutions, strategic business advisory, custom philanthropy structures, and active risk-mitigation frameworks into a single high-availability wealth planning system. Managing over $180 billion in regulatory assets under management (AUM) with a national network of more than 1,000 elite fiduciary advisors, the enterprise services clients across all 50 states, combining the extensive structural capital and deep resource network of an institutional industry leader with the personalized care of a boutique advisory partner. Under the hood, its technology and operations architecture utilizes sophisticated quantitative market-mapping models, advanced multi-asset class diversification pipelines, automated tax-loss harvesting engines, and secure custodial platform integrations designed to monitor, rebalance, and audit massive transaction ledgers with absolute processing correctness and strict SEC compliance. What sets Focus Partners Wealth apart is its uncompromising dedication to replacing volatile, siloed money management with absolute financial predictability, plan-led investment clarity, and integrated multi-state tax modeling; by bridging the gap between performance-intensive relational financial analytics and the real-world, high-stakes wealth objectives of independent enterprise leaders and families, the corporation remains a definitive cornerstone of modern algorithmic financial services and global private wealth transformation.
Safety First
- Never pay for a job application.
- Do not share sensitive bank info.
- Verify the client before starting work.

