Personal Financial Assistant, FP&A Specialist

Looking for someone who can help manage our personal finances in the same way our business finances are managed with great accounting and FP&A. I have a somewhat complex financial profile with several personal companies to maintain monthly/annually.

I have very little of this setup already so initially there will be quite a bit of work building and then reconciling everything. Fortunately, I’m relatively organized so can get you all the information you’ll need.

Once past the initial setup, maintaining everything should require less ongoing work so would expect this to ultimately be a part/time ---------- pending on your rate, I may just hire full time if you’re willing to be flexible with your duties.

The ideal candidate is very comfortable talking to people (in English), prompt with email, willing to occasionally join or make calls during EST or PST, and will be vocal about recommendations such as changing the way we manage certain aspects of our finances. To demonstrate that you’re detail oriented, please tell me about your favorite hobby outside of work when you apply. Must be willing to communicate in slack, email, zoom and google.

• Maintain Quickbooks for management company (how I received my income)
o Very limited # of monthly transactions
o Income (1 wire per month)
o Expenses (Biweekly Payroll via ADP, QB monthly, CPA/tax prep, bank fees, taxes and monthly distribution)

• Create/maintain Quicken (or recommended) for personal finance accounting
o Bring in transactions from 1/2022 through today
o Categorize income/expenses
o Input bank & credit card transactions (or setup integrations)
o Review accounts for abnormal / fraudulent charges
o Share monthly report, make recommendations (if applies)

• Create/maintain/share monthly Credit Card Analysis
o Balances
o Payments
o Interest
o Make recommendations for balance transfers, refinance options, pay down/pay off, etc.

• Act as liaison/assistant with CPAs, Attorneys, and Employers on all personal financial matters

• Create/maintain list of required annual filings (company and personal) and assist with submissions/payments.

• Create/maintain personal financial statement

• Create/maintain personal cash flow analysis/forecast – make recommendations as needed

• Create/maintain list of auto-bills & payment sources