Accounting and Operations Assistant

4 days ago

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Description

• We are a growing fractional CFO company looking for a detail-oriented and proactive Accounting & Operations Assistant to support the day-to-day financial and operational tasks for our diverse client base. • This role requires someone who can thrive in a dynamic environment, work independently with minimal hand-holding, and maintain a strong grasp of accounting basics, such as debits, credits, and accruals. • The ideal candidate is experienced in QuickBooks, spreadsheet/database tools like Excel and Airtable, and is eager to contribute to the team with intelligence, accuracy, and ownership. • Review and tag media content across platforms like Sprout Social and similar tools. • Review client contracts to verify alignment with sales team data. • Perform weekly reconciliations for sales and payroll data from systems like Toast. • Categorize transactions based on established rules and guidelines. • Manage accounts receivable tasks, including sending follow-up emails for outstanding invoices. • Categorize expenses in platforms like Ramp and process client bills efficiently. • Create sales receipts in QuickBooks for daily client payments received via Stripe.

Requirements

• Basic understanding of accounting principles (credits, debits, accruals). • Proficiency in QuickBooks and tools like Excel and Airtable. • Strong organizational skills and the ability to handle multiple daily tasks. • Excellent communication skills and the ability to ask questions when needed. • Detail-oriented mindset with a commitment to producing high-quality work. • 2+ years experience in bookkeeping, accounting, or financial operations. • Familiarity with software platforms like Ramp, Stripe, and other operational tools. • Experience working with clients in diverse industries (e.g., influencers, B2B services, restaurants).

Benefits

• A robust vacation and PTO schedule • Work with a great culture • 100% fully remote • Competitive salary starting at $700/month