Account Manager - CAS

  • June 28, 2019
  • Other

Organization:

Fulling Management and Accounting

Contact Info:

Rusty Fulling
Email Me
913-254-7300

ACCOUNT MANAGER

CLIENT MANAGEMENT

  • Serve as ongoing CFO/Controller by managing the accounting operations of multiple small and mid-size businesses.
  • Manage cash flow on multiple bank accounts.
  • Daily/Weekly/Monthly interaction with clients.
  • Provide recommendations and guidance to clients on achieving their goals
  • Cross train or ensure functional cross training among all teams and clients
  • Ensure client procedure documentation is completed and actively updated
  • Compilation of monthly financial statements
  • ACH/Bill.com approval oversight on assigned clients
  • Funding management for client debit cards / petty cash accounts

OPERATIONS MANAGEMENT

  • Verify / assist in procedure documentation
  • Identify fraud exposures & implement prevention strategies
  • Ensure cross training for major internal procedures
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