- Serve as the main contact for clients
- Handle a variety of financial tasks for each client
- Manage and train specialists
- Handle general client accounts
- Answer client questions and find solutions to problems
- Review finance information from all sections of clients' companies
- Learn eCommerce and inventory accounting
- Work with the sales tax team to provide the best financial picture to eCommerce clients
- Confidently engage with clients and explain all financial matters
- Analyze financial data to create monthly and annual reports
- Maintain financial records
- Participate in audits or reconciliations as needed