Financial Record Specialist
2 days ago
Organizations seeking a skilled bookkeeper will find this full-time role highly beneficial. Key responsibilities include maintaining accurate financial records, reconciling bank and credit card statements, creating and maintaining financial spreadsheets and reports, invoicing clients, managing accounts receivable/payable, organizing receipts and financial documents, and assisting with payroll and expense tracking.
Key qualifications for success in this role include proven experience as a virtual assistant with a focus on bookkeeping, proficiency in accounting software such as QuickBooks Online or Xero, strong knowledge of Excel or Google Sheets, excellent English communication skills, and high levels of organization and attention to detail.
Preferred qualifications include a certificate or diploma in bookkeeping or accounting, experience working with U.S. clients, and familiarity with project management tools such as Asana, Trello, or ClickUp.
This is an exciting opportunity for individuals who are passionate about providing excellent service, taking initiative, and meeting deadlines.
- Manage and categorize transactions using accounting software
- Reconcile bank and credit card statements
- Create and maintain financial spreadsheets and reports
- Invoice clients and manage accounts receivable/payable
- Organize receipts and financial documents
- Assist with payroll and expense tracking
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