Chief Financial Administrator
7 days ago
We are seeking a skilled Bookkeeper and Virtual Assistant to join our team. This role requires strong bookkeeping and accounting skills, with experience in using accounting software such as QuickBooks, Xero, or similar.
The ideal candidate will have excellent communication skills, both written and verbal, and be able to handle confidential financial information securely. They will also be tech-savvy and comfortable using digital tools to streamline workflows.
Key Responsibilities:
- Financial Record Management: Manage and record financial transactions, process invoices, receipts, and payments, reconcile bank statements and financial records
- Financial Reporting: Prepare financial reports and summaries, assist with tax preparation and compliance (if needed), maintain accurate bookkeeping records in QuickBooks, Xero, or similar software
- Administrative Tasks: 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
- Email and Communication: Manage emails and correspondence, organize and update files, spreadsheets, and databases
- Project Management: Assist with administrative tasks like scheduling and calendar management (Google Calendar, 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
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