Financial & Accounting Executive Assistant

# Part-Time

**Remote Position**
**Part-Time (15–25 Hours per Week)**
**Compensation:** Based on Experience
**Industry:** Healthcare, Real Estate, and Business Operations

## About the Role

We are seeking a highly organized and detail-oriented Financial & Accounting Executive Assistant to support multiple business operations, including healthcare, management services, and real estate investments.

This role will assist with bookkeeping, financial reporting, tax preparation support, document organization, accounts payable, accounts receivable, and coordination with CPAs, accountants, lenders, and financial professionals.

The ideal candidate has strong accounting knowledge, exceptional organizational skills, and experience managing financial records across multiple entities.

## Responsibilities

### Accounting & Bookkeeping Support

* Maintain organized financial records
* Reconcile bank and credit card statements
* Review transactions for proper categorization
* Assist with month-end reporting
* Monitor accounts payable and accounts receivable
* Track outstanding invoices and payments

### Tax Preparation Support

* Organize documents for CPA and tax filings
* Maintain annual tax documentation files
* Track filing deadlines and requirements
* Prepare financial reports requested by accountants
* Gather supporting documentation for audits and tax preparation

### Financial Reporting

* Prepare weekly and monthly financial summaries
* Create cash flow reports
* Track expenses across multiple entities
* Maintain financial dashboards and spreadsheets
* Monitor budgets and spending trends

### Real Estate Financial Support

* Track rental income and expenses
* Organize property financial records
* Maintain lease-related financial documentation
* Assist with lender requests and refinancing documentation
* Prepare property performance reports

### Executive Financial Support

* Coordinate with CPAs, lenders, attorneys, and financial advisors
* Maintain organized financial filing systems
* Prepare reports for executive review
* Manage special financial projects
* Follow up on outstanding financial tasks and deadlines

## Qualifications

### Required

* Excellent written and verbal English communication skills
* Strong accounting and bookkeeping knowledge
* Advanced Microsoft Excel and Google Sheets skills
* Exceptional attention to detail
* Strong organizational skills
* Experience working with financial reports
* Ability to maintain confidentiality

### Preferred

* QuickBooks experience
* Xero experience
* Healthcare accounting experience
* Real estate accounting experience
* Multi-company accounting experience
* Tax preparation support experience
* Accounts payable and accounts receivable experience

## Ideal Candidate

We are looking for someone who:

* Loves numbers and organization
* Is highly detail-oriented
* Can identify discrepancies and errors
* Maintains strict confidentiality
* Can manage multiple entities simultaneously
* Is proactive and dependable
* Works well with accountants and financial professionals

## Application Instructions

**Please do not apply if you do not have excellent English communication skills and prior accounting experience.**

To be considered, applicants must submit:

1. Resume
2. Cover Letter
3. A 3-minute video introduction answering:

* Describe your accounting experience
* Describe your bookkeeping experience
* What accounting software have you used?
* Describe a financial project you managed
* Why are you interested in this position?

Applications submitted without a video introduction will not be considered.

We are seeking a long-term tea ---------- mber who can help maintain financial organization and support continued business growth.

I removed names, company entities, and specific business identifiers.