Account Business Manager

Job Summary

A company is looking for an Advisor Sales Operations.

Key Responsibilities

• Lead financial operations including forecasting, budgeting, and month-end close processes
• Conduct Monthly Business Reviews and provide financial analysis to account leadership
• Support growth initiatives by integrating pipeline opportunities into account plans

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• 5+ years of experience in financial planning, analysis, or business operations
• Experience with forecasting, budgeting, and financial reporting
• Proficiency in tools like Excel and financial systems
• Ability to work cross-functionally and manage multiple stakeholders