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Operations and Finance Virtual Assistant for an Executive Services Provider in the US (Home Based Part Time)

Virtual Coworker
Lake, MN Remote Part Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/26/2025

Job Description

  • Handle daily financial business transactions and ensure accuracy and compliance.
  • Manage QuickBooks to maintain up-to-date financial records.
  • Track and report on budgets, identifying variances and providing recommendations.
  • Perform general administrative tasks such as filing, data entry, and maintaining digital records.
  • Conduct operational tasks to support the smooth functioning of work processes.

Skill Set

  • Relevant experience with strong background in finance / bookkeeping.
  • Quickbooks proficiency.
  • Basic AI savviness (e.g., ability to use AI tools like ChatGPT for research and simple process improvements),
  • Proficiency in Excel & Google Sheets for financial data management
  • Strong attention to detail and accuracy
  • Analytical thinking for identifying financial discrepancies
  • Organizational skills to manage multiple financial tasks
  • Problem-solving abilities for handling financial errors
  • Confidentiality & ethics in handling sensitive financial information
  • Proactivity : Takes the initiative to anticipate needs and propose effective solutions.
  • Adaptability : Maintaining a willingness to learn new technologies and processes.
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