Account Manager jobs in United States
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NFP, an Aon company · 2 weeks ago

Account Manager

NFP, an Aon company, operates Judith Heft & Associates, which provides customized bookkeeping and bill paying services. They are seeking a highly motivated Bookkeeper to manage financial records and contribute to the team's success in a remote environment.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Proficient in QuickBooks Desktop, QBO, and Quicken (preferred)
Experienced in online/offline bill pay and reconciling accounts
Skilled in managing accounts payable, receivables, and journal entries
Capable of generating month-end client reports
Strong knowledge of Outlook, Word, and Excel
Experienced in managing multiple clients
Able to handle confidential information with discretion
Comfortable working with seniors
Excellent attention to detail and discretion
Excellent organization and time-management skills

Qualification

QuickBooks DesktopQBOAccounts payableAccounts receivableCertified BookkeeperExcelClient managementAttention to detailTime managementOrganization skillsConfidentiality

Required

Experienced in online/offline bill pay and reconciling accounts
Skilled in managing accounts payable, receivables, and journal entries
Capable of generating month-end client reports
Strong knowledge of Outlook, Word, and Excel
Experienced in managing multiple clients
Able to handle confidential information with discretion
Comfortable working with seniors
Excellent attention to detail and discretion
Excellent organization and time-management skills
5+ years of directly related experience

Preferred

Proficient in QuickBooks Desktop, QBO, and Quicken
Certified Bookkeeper (or similar)

Benefits

PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

Company

NFP, an Aon company

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NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

Funding

Current Stage
Public Company
Total Funding
$948.45M
Key Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M

Leadership Team

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Douglas Hammond
CEO
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Caleb Noel
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase