Financial Operations Coordinator
1 day ago
We are seeking an experienced bookkeeper and accounting virtual assistant to support our financial operations and general business tasks. This role requires a highly organized and detail-oriented professional with a strong background in bookkeeping and accounting.
You will be responsible for managing financial records, preparing invoices, reconciling statements, and generating financial reports—while also handling routine administrative support. If you are experienced in accounting software, tech-savvy, and comfortable using digital tools to streamline workflows, this is an excellent opportunity to join our team.
Key Responsibilities:
- Bookkeeping & Accounting (50%): Manage and record financial transactions, process invoices, receipts, and payments, reconcile bank statements and financial records, prepare financial reports and summaries, assist with tax preparation and compliance, maintain accurate bookkeeping records in QuickBooks, Xero, or similar software, handle accounts payable and receivable, compile financial reports and present them to the Finance Director, assist with knowledge base data management, compile sales tax returns and submit, work with the Finance Director to complete state, local, and corporate payments.
- General VA Tasks (50%): Manage emails and correspondence, organize and update files, spreadsheets, and databases, assist with administrative tasks like scheduling and calendar management, support project management tasks using Asana, Trello, or ClickUp, follow-ups via email, chat, and/or phone, conduct online research and data entry tasks, communicate with vendors, clients, and team members as needed.
Requirements:
- At least 1+ years of experience as a Virtual Assistant, with a focus on bookkeeping/accounting.
- Minimum of 2 years of remote work experience.
- Experience using accounting software such as QuickBooks, Xero, Wave, or FreshBooks.
- Proficiency with project management tools like Asana, Trello, or ClickUp.
- Familiarity with AI tools like ChatGPT, Claude AI, Gemini, Notion AI, or Canva AI (preferred but not required).
- Strong general business support skills, including: administrative assistance, calendar and schedule management, email and inbox handling, documentation and reporting.
- Excellent English communication skills (both written and verbal).
- Strong attention to detail and organizational skills.
- Ability to handle confidential financial information securely.
- Tech-savvy and comfortable using productivity tools such as Google Workspace, Microsoft Office, and Slack.
Benefits:
- Pandemic-proof job.
- Since you will be working from home, you get to save a lot of time and money.
- Company & team events - Virtual and Offline.
- Tenure Based Benefits.
- HMO coverage up to $50/Month.
- Paid Time Offs.
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