
Financial Operations Specialist
2 days ago
We are seeking a highly organized and detail-oriented professional to support financial operations and general business tasks. This role requires strong background in bookkeeping and accounting.
The ideal candidate will be responsible for managing financial records, preparing invoices, reconciling statements, and generating financial reports while handling routine administrative support.
Key responsibilities include:
- 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 (if needed)
- Maintain accurate bookkeeping records in software like QuickBooks or Xero
- Handle accounts payable and receivable
- Compile financial reports and present them to the Finance Director & CEO
- 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 using Google Calendar or Calendly
- 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
This is an excellent opportunity to join a forward-thinking team and utilize your skills in accounting software and productivity tools.
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