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Account Business Manager

Company: VirtualVocations
Location: Vista
Posted on: May 22, 2025

Job Description:

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

Keywords: VirtualVocations, Glendora , Account Business Manager, Executive , Vista, California

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