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Account management representative job description

Updated March 14, 2024
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Example account management representative requirements on a job description

Account management representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in account management representative job postings.
Sample account management representative requirements
  • Bachelor's degree in accounting or related field
  • Minimum of three years' experience in account management
  • Proficiency with MS Office suite and accounting software
  • Solid understanding of accounting principles
  • Ability to analyze financial data and generate reports
Sample required account management representative soft skills
  • Excellent written and verbal communication
  • Strong customer service orientation
  • Capable of multi-tasking and working in a fast-paced environment
  • Detail-oriented with excellent organizational skills
  • Able to work independently and as part of a team

Account management representative job description example 1

BNY Mellon account management representative job description

Regulatory Oversight Management - S4 Supports management in the day-to-day efforts related to first line of defense regulatory oversight management by performing a diverse set of activities in monitoring compliance with laws, regulations and related policies.

* Collects and organizes relevant compliance- related information of a higher complexity. This position requires general knowledge of the Financial Services Industry and compliance concepts.

* Must demonstrate oral and written communication skills and the ability to understand compliance policies and procedures.

* With limited supervision, assists with verifying more intricate or multi-faceted practices against policies following an established set of procedures.

* Tracks more complex regulatory and compliance data, and provides as needed to support the development of management reports.

* Provides information needed for team to counsel business personnel on compliance with more complex policies. Works with the business directly to exchange information related to compliance practices.

* No direct reports. Provides guidance to less experienced team members, as needed. Responsible for the quality and completion of own work.
Qualifications/Preferred Experience:

* High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred.
* 3-5 years of total work experience preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Account management representative job description example 2

Staffing Network account management representative job description

Our fast-paced property management accounting group is looking for a full-time, full-charge Accountant. In this role, you would assist in the accounting functions of our Property Management division at the Tempe Arizona location.
Job Description and Responsibilities

Applies both cash and accrual accounting principles to prepare, analyze, maintain and deliver complete and accurate financial statements and reports in compliance with generally accepted accounting practices (GAAP).
Prepare journal entries and reconciliations for monthly general ledger closing
Ensures that expenses, deposits, owner distributions, funding requests and other financial transactions for a given period have been accurately posted
Participate in all areas of accounts payable, receivable and weekly check runs, including proper account coding in relation to annual budgets and GL consistency
Perform bank reconciliations, wire transfers, ACH payments, mortgage payments, sales and property tax payments and owner distributions
Preparation and review of annual CAM reconciliations
Compile and analyze complex financial information to complete various financial, accounting, administrative, and other reports and analysis

Participates in the “on-boarding” and “off-boarding” of managed properties
Ability to assist with lease abstract analysis, property software setups and opening/closing GL entry generation
Researches and resolves issues or requests from clients or internal team members regarding various accounting issues and/or reports
Assist and/or perform special projects assigned by management
Ensure adherence to policies/procedures, and maintain effective internal controls

Requirements

College degree in accounting, finance or related field, and/or equivalent experience that demonstrates the thorough understanding, application and usage of generally accepted accounting principles (GAAP) is required.
Minimum of 3 years of accounting experience
Knowledge of commercial property management is a plus
Detail oriented with strong analytical, accounting and problem solving skills
Effectively handle multiple projects simultaneously in a deadline driven environment
Ability to work independently and as part of a team, and take on new tasks with a high level of difficulty, while taking ownership of his/her work product
Effective organization and time management abilities
Professionalism in attitude, appearance and interaction with others
Excellent verbal, written communication and interpersonal skills
Highly trustworthy, reliable, and ethical with a pleasant disposition
Must be bondable
Ability to work a flexible schedule, depending on workload, that may require anywhere from 40 – 45 hours per week M-F (no weekends).

Computer Skills

Yardi property management software experience is required, MRI experience is a plus.
Intermediate to advanced experience with Microsoft Office (Word, Excel, Outlook), and Adobe or equivalent.
Additional information:Salary: 73000.00Frequency: Per year Employment type: Full-time
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Account management representative job description example 3

NEC Corporation of America account management representative job description

  • CPA qualification or similar (essential)
  • Budgeting, forecasting and reporting skills (essential)
  • Understanding of financial due diligence requirements and review as part of the assets sales process (highly desirable) and experience of having set up service capabilities in new jurisdictions (highly desirable)
  • Experience US GAAP (essential)
  • 2+ years’ accounting experience (essential) in a similar role as a financial advisor or asset manager covering the U.S. renewable energies market (highly desirable)
  • Accounting software experience (Netsuite or similar highly desirable)
  • A passion for process improvement and operational efficiency (essential)
  • Renewable energy experience (highly desirable)
  • Experience of working for scale up businesses (desirable)
  • Experience in overseeing or collaborating with third party service providers on behalf of clients notably local accountants, auditors and tax advisors (highly desirable)
  • Superb presentation and conflict resolution skills, robust, resilient and articulate (essential)
  • Fluent, advanced business level English (essential)

ABOUT US

Since its founding in 2008, WiseEnergy has provided expert asset management services to over 1,500 solar plants (500+ ground mounted assets and 1,000+ rooftops), with an installed capacity of more than 2GW. We have over EUR4billion of assets under management across four continents, overseen by our team of over 120 professionals, with specialisms in technical, finance, commercial operations and project management.

Our workplace is fast paced and international. We nurture a culture that balances hard work, diligence and professionalism with support, consideration and respect for the individual. Our employees are primarily based in London, Milan, Hyderabad and on the east coast of the USA. Our people come from a variety of academic backgrounds and are united by the desire to use their knowledge and skills to advance the renewables industry and thus make a positive contribution to the world. WiseEnergy is part of the NextEnergy Capital Group.


WHAT WE OFFER

  • Competitive base salary and eligibility for discretionary annual bonus
  • 30 days’ holiday per year (3 days of which is taken between Christmas and New Year)
  • Flexible working practices
  • Private Medical Insurance for employee
  • Progressive, collaborative culture where professional development is valued and nurtured
  • Opportunity to work with and learn from other talented professionals who want to have a positive impact on the world.

HOW TO APPLY

Please apply using the link below. If you have been shortlisted for the next stage, we will be in contact within 14 days.

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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.