We’re seeking a versatile, detail-oriented Bookkeeping & Admin Specialist who can wear multiple hats: someone comfortable managing accounting tasks, diving into financial analysis, and handling executive administrative support.
This role is ideal for a proactive individual who thrives in small or startup environments, enjoys variety, and takes ownership of building efficient systems and processes.
Key Responsibilities
Bookkeeping & Accounting
- Maintain accurate financial records for both internal company books and select client accounts.
- Reconcile accounts, track expenses, and prepare detailed financial reports.
- Manage financial records and reporting in QuickBooks, with strong preference for current or very recent experience.
- Build and optimize Standard Operating Procedures (SOPs) related to bookkeeping, reporting, and client account management.
Financial Analysis
- Create and maintain advanced Excel-based reports, including:
- Complex formulas and data models
- Pivot tables
- Data summaries and visualizations
- Develop financial insights and recommendations to support decision-making.
- Collect and analyze financial data with growing independence; advanced finance background not required, but a strong desire to grow is essential.
Executive Assistance
- Provide administrative support including scheduling, document organization, and correspondence.
- Coordinate communication between internal and external stakeholders.
- Help streamline workflows, ensure follow-through on tasks, and keep initiatives on track.
Requirements
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Advanced proficiency in Excel, including formulas, pivot tables, and visualization.
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Advanced proficiency in QuickBooks; QuickBooks Certified is a plus.
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Solid bookkeeping experience with the ability to prepare reliable financial records and reports.
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Experience developing SOPs and optimizing processes for efficiency.
- Ability to work in fast-moving, growing, or owner-led or startup environments, where self-direction and resourcefulness are essential.
- Strong written and verbal communication skills.
- Highly organized with exceptional attention to detail.
- A proactive, solutions-oriented mindset with a willingness to learn and take on diverse responsibilities.
- Someone who enjoys variety and can balance multiple priorities effectively.
Benefits
- Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
Salary: $900-$1200/month
Schedule: Semi-flexible | Minimum of 4hours - Mountain Standard Time
Employment Type: Full-Time
