About the Company
Our client is a boutique finance and accounting services firm that serves as an outsourced finance
department for startups and small businesses. The company goes beyond traditional bookkeeping —
partnering closely with clients to manage day-to-day accounting complexities, build strategic financial
roadmaps, and position businesses for sustained growth. The team is small (11–50), hands-on, and
focused on long-term client partnerships.

The Role
We are hiring a Virtual Assistant to serve a dual function: personal assistant to leadership and
operational support for the finance team. On one side, you will manage executive schedules, organize
meetings, and handle inbox management. On the other, you will support the Operations Engineer with
client-facing admin tasks including AR follow-ups, AP processing, and payroll setup. This role requires
someone organized, detail-oriented, and comfortable toggling between executive support and finance
operations throughout the day.

Key Responsibilities
■ Manage executive schedules, coordinate meetings, and handle daily email management for
leadership
■ Follow up on Accounts Receivable (AR) and process Accounts Payable (AP) transactions
■ Set up and oversee payroll runs and support bookkeeping tasks
■ Maintain project and task tracking using monday.com and Google Workspace
■ Manage communication channels (Slack) and ensure timely responses across the team
■ Assist with document management, reporting, and expense tracking
■ Coordinate travel and calendar logistics as needed

Required
■ 3–6 years of experience in a Virtual Assistant, Executive Assistant, or operations/admin support
role
■ Proficiency with monday.com, Google Workspace, QuickBooks Online, and Slack
■ Hands-on experience with bookkeeping fundamentals — AR, AP, and payroll processing
■ Strong organizational skills with the ability to manage competing priorities
■ Excellent written communication and attention to detail
■ AI competency — comfortable using AI tools to improve productivity
■ Proactive problem solver with high discretion and confidentiality

Nice to Have
■ Experience with CRM tools such as HubSpot or Salesforce
■ Background in data entry, reporting, or expense tracking
■ Experience coordinating travel arrangements
■ Familiarity with document management systems
■ Prior experience supporting finance or operations teams in a startup or small business
environment

Why Join
This is a high-trust, high-impact role where you will be embedded directly into leadership operations
and the finance team. You will gain broad exposure to both executive support and financial operations
— making it an ideal position for someone who thrives on variety, takes ownership of their work, and
wants to grow within a close-knit, client-focused company.