Overview
Job listing expires on September 24, 2025.
Full-Time Job, Internship Accounting, Data Analytics, Economics & Finance
We are seeking a results-oriented Finance Account Manager to join our team! The ideal candidate will be highly motivated, detail-oriented and possess strong communication and interpersonal skills. This individual will be responsible for managing client communication & accounts, being their first & primary point of contact. They will have the following responsibilities:
Responsibilities
* Manage a portfolio of client accounts; including application intake, document collection, document analysis & processing and coordinating third party collaboration.
* Keep account files, communication & action organized within established systems using company protocol.
* Monitor calls, texts, and emails to ensure prompt communication.
* Develop and maintain strong relationships with clients, internal team and third party vendors.
* Coordinate efforts & onboarding of Junior Analysts.
* Analyze business performance with goals and values to provide insights toward supporting decision-making and improve business performance.
* Work proactively to identify & ascend ideal leads & prospects to financial solutions that help them meet their goals in a smooth and timely way.
* Pursue professional development & encourage the development of the team around company values of service, extreme ownership, speed, accuracy and resourcefulness.
Qualifications
* Bachelor’s degree in Finance, Accounting, or related field
* Proven experience in client-facing role
* Strong analytical skills and attention to detail
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Proficiency in basic tools and software such as Google Drive
* Demonstrating company values of service, extreme ownership, speed, accuracy & resourcefulness.
If you are a performance-driven finance professional or graduate with a passion for delivering results and building strong relationships we invite you to apply for the Finance Account Manager position at Wallace Capital Funding. Come be a part of our dynamic team and make a meaningful impact on businesses seeking financial solutions & growth
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