- Provide accounting and operational services to clients.
- Support onboarding for assigned client engagements according to the defined process.
- Execute accounts payable and accounts receivable processes, bookkeeping entries, monthly close, and financial reporting and analysis as applicable.
- Collaborate with the manager and other Associates to support clients through timely and effective communication.
- Manage day-to-day client relationships within established processes and budget parameters.
- Identify and recommend additional services or tools that could improve client value and efficiency.
- Participate in recurring team and one-on-one video check-in meetings.
- Learn and use new technology to address client issues.