Job Description
Job Summary:
To own client relationships end-to-end, coordinate the internal team of bookkeepers and analysts, and ensure financial deliverables are accurate, timely, and client-ready. This is a leadership role at the intersection of client success, financial management, and operational excellence.
Key Responsibilities:
● Serve as the primary client liaison, managing expectations, relationship health, and proactive risk escalation.
● Represent the company professionally in all client and external forums.
● Oversee monthly/quarterly financial close and the production of accurate, audit-ready financial statemen...
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