Accurate Financial Records Specialist

2 days ago


Marikina City, National Capital Region, Philippines beBeeAccounting Full time ₱500,000 - ₱800,000
Financial Management Specialist

A skilled Financial Management Specialist is required to maintain accurate financial records and provide support for accounting operations. This role involves managing transactions, reconciling statements, creating financial spreadsheets, and invoicing clients.

Key Responsibilities:

  • 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
  • Perform general administrative tasks such as email management, calendar scheduling, and data entry
Requirements

To be successful in this role, you will require:

  • Proven experience as a Virtual Assistant with a focus on bookkeeping
  • Proficient in accounting software (e.g., QuickBooks Online, Xero)
  • Strong knowledge of Excel or Google Sheets
  • Excellent English communication skills
  • Highly organized and detail-oriented
  • Ability to work independently and meet deadlines

Additional qualifications include:

  • Certificate or diploma in bookkeeping, accounting, or related field
  • Experience working with U.S. Clients
  • Familiarity with project management tools (e.g., Asana, Trello, ClickUp)


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