- Perform clean-up and review of revenue coding, payroll, and balance sheet accounts.
- Manage monthly financial reviews to ensure client books are closed by committed deadlines.
- Review, code, and match bank transactions, identify trends, and suggest rules.
- Research and flag unknown transactions for resolution.
- Own complex problem-solving and client communication for assigned projects.
- Assist team members with client email and Slack communications.
- Identify and suggest efficiency improvements for the financial close process.