Overview
Company Overview: We are a dynamic Financial Services/Financial Advisory company seeking a skilled and detail-oriented individual to join our team as a Part-Time Bookkeeper/Finance Assistant. Our company values diversity, flexibility, and expertise, and we are committed to providing opportunities for growth and development.
Position: Part-Time Bookkeeper/Finance Assistant
Location: Remote (Work-from-home)
Hours: Part-time (Flexible hours, approximately 15-20 hours per week)
Responsibilities:
• Manage accounts payable and accounts receivable processes
• Reconcile transaction statements
• Prepare financial reports
• Assist with budgeting and forecasting
• Perform data entry and maintain accurate financial records
• Communicate with vendors and clients regarding payment inquiries
• Collaborate with the finance team to streamline processes and improve efficiency
• Other ad-hoc finance and accounting tasks as assigned
About
We do financial planning for doctors and other professionals.
Qualifications
Requirements: • Proven experience in bookkeeping, finance, or accounting roles • Strong attention to detail and accuracy • Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, Xero) • Excellent organizational and time management skills • Ability to work independently and remotely • Effective communication skills, both written and verbal • Prior experience working in a remote or virtual environment preferred • Experience with financial analysis and reporting is a plus Ideal Candidate: We are looking for a highly motivated and detail-oriented individual who thrives in a remote work environment. The ideal candidate will have previous experience in bookkeeping, finance, or accounting roles and possess strong analytical skills. This position is ideal for a stay-at-home mom or anyone seeking part-time work with flexible hours.
