Finance Client Account Manager & Accounting Services

Impact Ops, a MedImpact Company

Scottsdale, Arizona  |  On-site, Monday to Friday, 9 to 5

$75,000 to $95,000 base, plus performance bonus and commission

5+ years in finance, accounting, or financial services

Impact Ops, a MedImpact company, gives business owners clarity, control, and confidence in their financial operations. We work as an integrated extension of our clients' finance teams, handling day-to-day financial management, operational support, and the reporting owners need to make good decisions and grow.

The Financial Account Manager owns a portfolio of client relationships and is the person clients trust with their numbers. You will read their financials, understand what the numbers are telling you, explain it in plain language to owners and CFOs, and coordinate our internal team to deliver. This seat calls for genuine financial depth. The people you serve are owners and CFOs, and they need to feel they are talking to a peer who knows their books as well as they do.

• Read, interpret, and discuss profit and loss statements, balance sheets, and cash flow with real fluency.
• Speak comfortably about AP and AR cycles, reconciliations, month-end and year-end close, and audit preparation.
• Analyze client financial data to surface trends, risks, and opportunities to improve margin, often before the client sees them.
• Apply working knowledge of GAAP, compliance, and standard reporting expectations.
• Partner with our senior finance staff on complex accounting matters and hold your own in those conversations.

• Act as the trusted financial advisor and primary point of contact for your book of business.
• Present financial insight clearly and confidently to CFOs, controllers, and owners.
• Lead account planning, renewals, and pricing conversations with transparency.
• Identify additional services that genuinely help each client, and grow the relationship over time.
• Own retention, expansion, and satisfaction for your portfolio.

• Use CRM systems such as Salesforce or HubSpot, along with advanced Excel, to manage account health and reporting.
• Coordinate across finance, operations, and leadership to deliver accurate, on-time work.
• Spot workflow inefficiencies and help improve how we serve clients as we scale.

• Bachelor's degree in Finance, Accounting, or a closely related field.
• 5+ years in finance, accounting, financial services, or outsourced or fractional finance, with direct responsibility for financial analysis and client outcomes.
• Proven ability to read and explain financial statements without support.
• CPA, or active progress toward a CPA or CFA, carries significant weight.
• Advanced Excel, plus hands-on experience with an ERP or accounting platform such as NetSuite, QuickBooks, Sage, SAP, or Oracle.
• Track record of retaining and growing client relationships.

• Active CPA or CFA.
• Experience with Power BI or a comparable data visualization tool.
• Background in high-growth consulting or outsourced financial services.

• Clients call you first when they need clarity or direction.
• Your read on the numbers changes how clients run their business.
• Your accounts renew and expand, and your book stays healthy.