Account Manager / Team Leader


The Account Manager / Team Leader is responsible to manage a defined group of key customer accounts. This role provides leadership to other team members to ensure the provision of effective, efficient and accurate financial services. This is a responsible supervisory position. Duties include performing a variety of complex administrative, bookkeeping, and accounting tasks. Duties may be provided within Platinum Business Services in addition to the primary responsibility of providing bookkeeping duties to Platinum Business Services customers. Candidates must have access to a vehicle.



The Account Manager reports to the President and is responsible for leadership and execution of company policies, procedures and systems in support of superior service in our industry. This includes processing any required transactions in full cycle accounting. The Leader provides feedback to the customer on any key financial drivers of the business. These services are provided in an effective and efficient manner to ensure that the accounting records are accurate and up to date.




  1. Provide ongoing feedback and teaching to team members to support their professional development.

  2. Create a team environment that encourages open sharing and peer support.

  3. Ensure team members understand and adhere to company systems and processes to ensure superior customer service.

Primary Financial Management Responsibilities:

  1. Advise Client on opportunities to save money

  2. Generate Cash Flow Statements

  3. Capital Asset Depreciation Schedules in accounting software

  4. Capital Continuity Schedules

  5. Financial Ratio Reporting

  6. Financial Institution Margining Reports and Relationship Management

  7. Other General Financial and Managerial Accounting Responsibilities

Main Accounts Payable Activities:

  1. Match invoices to purchase orders and post invoices.

  2. Indentify discrepancies between invoice and purchase order and correct.

  3. Reconcile vendor statements when received.

  4. Record credit card charges.

Main Accounts Receivable Activities:

  1. Daily deposits to be entered into the appropriate accounting program.

  2. Deposits to be completed as per schedule

  3. All accounts over 30 days to be called and progressively managed until collected.

  4. Accept payments from customers when necessary.

  5. Prepare invoices for required.

  6. A/R collections report to be completed as per schedule.

Main GST and PST (or HST as applicable) responsibilities

  1. Ensure GST and PST (or HST) remittances are calculated and remitted on time in accordance with required due dates.

  2. Ensure Client accounting file is setup correctly to apply GST and PST (or HST) as is appropriate for the business and industry.

  3. Input GST, PST or HST on invoices as per requirements.

  4. Manage government agency requests for information.

Main Bank and Credit Card Reconciliation

  1. Ensure all data from bank account(s) and or credit card(s) is entered correctly.

  2. Reconcile the bank and or credit card statement(s) to the accounting software



  1. Participate in team weekly meetings to ensure focus is maintained on priorities.

  2. Review team member work prior to release to customers and ensuring all team deadlines are consistently met.

  3. Maintain accurate customer files – Service Agreements and Customer Profile are always up to date: keep track of all key information relevant to providing service to customers.

  4. Produce Financial Reports for the client as per their requirements.

  5. Provide leadership in weekly team meetings and provide key client updates and implementing agreed to actions arising from meetings.

  6. Be a key contributor to customer accounting system analysis.

  7. Key contributor and leader in the implementation of accounting software.

  8. Strict adherence to maintaining and utilizing company systems and processes that support providing superior service to Platinum Business Services customers.

  9. Key contributor to the ongoing development of company policies, procedures and systems.

  10. Ensuring all new customer leads and opportunities are brought to the direct attention of the President.

  11. Perform general office duties such as filing, answering telephones when needed, and handling routine correspondence, getting the daily mail – if required.



  1. Complete knowledge of full cycle accounting.

  2. Excellent Knowledge of Quick Books and Great Plains Software

  3. Strong computer skills in Excel, Word and Power point.

  4. Strong people and leadership skills.

  5. Ability to perform a volume of numerical detail work with speed and accuracy.

  6. Ability to establish and maintain effective working relationships with co-workers and customers and a wide variety of people on various issues.



  1. Completed or mostly completed a recognized accounting program.

  2. At least seven to ten years experience in bookkeeping, accounting (OR)

  3. Equivalent combination of experience and training that provides the required knowledge, skills, and abilities.



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