Client & Project Manager (Hybrid, Lahore, Remittance Salary)

Requirements:

• Minimum 2 years of experience in client account management, bookkeeping coordination, or financial operations.
• Strong understanding of bookkeeping processes, reconciliations, and financial reporting (P&L, Balance Sheet, Cash Flow).
• Proven ability to build and manage detailed project plans, track milestones, and maintain task trackers.
• Excellent communication skills for running client check-ins, summarizing decisions, and preparing executive updates.
• Experience collaborating with cross-functional teams and balancing workloads.
• Strong process-mapping and documentation skills, including SOP creation and workflow refinement.
• Ability to identify risks, propose automation opportunities, and recommend process improvements.
• Highly organized, detail-oriented, and capable of ensuring timely, accurate deliverables.

Responsibilities:

• Serve as the primary point of contact for assigned clients; run weekly/biweekly check-ins, track actions, and surface risks early.
• Manage expectations around deliverables, changes, and approvals.
• Build and manage detailed project plans (milestones, dependencies, critical paths).
• Run standups with back-end bookkeeping team; unblock issues and balance workloads.
• Maintain source-of-truth trackers (tasks, SLAs, statuses, next steps).
• Oversee monthly/quarterly closes and reporting packets (P&L, BS, CF, variance notes).
• Review bookkeeping outputs for completeness, reconciliations, and audit trail readiness.
• Ensure on-time delivery of management reports and client-ready presentations.
• Communicate proactively with clients, internal teams, and the CEO; summarize decisions and follow-ups.
• Prepare concise written updates, issue logs, and executive summaries.
• Map and refine processes (intake bookkeeping review reporting).
• Propose automation or tooling changes that reduce cycle time and errors.
• Document SOPs/playbooks; train staff on updated workflows.
• Represent the company professionally in all client meetings and forums.
• Gather feedback and channel product/service improvement opportunities.