Offer summary

Qualifications:

Strong proficiency in Microsoft Excel, including complex spreadsheets and templates., Background in accounting, bookkeeping, or financial data management., Excellent data entry skills with attention to detail and accuracy., Proven ability to work independently and manage time effectively in a remote environment..

Key responsibilities:

Design and create Excel spreadsheet templates for client financial systems.

Perform monthly data entry and maintain accurate financial records.

Organize client records into a centralized OneNote system for accessibility.

Complete annual reporting requirements and assist with client communication as needed.

Job description

This is a remote position.

Schedule:

4 hours daily, flexible during client business hours Connecticut time

Client Timezone: Eastern Time (EST)

Client Overview

Join a thriving consulting practice that has been successfully serving clients for over 15 years! This established business works with 40+ individual clients and is experiencing exciting growth that has created the need for additional team support. You’ll be working with a busy, successful entrepreneur who values independence and initiative. This is a unique opportunity to help streamline operations for a growing practice while working with highly confidential, important client information in a secure, remote environment.

Job Description

This is an exciting opportunity to play a crucial role in organizing and maintaining financial systems for a well-established consulting practice. You’ll be responsible for creating systematic processes that directly impact business efficiency, working independently to design and maintain ledger systems, and helping transition the business to more streamlined organizational methods. This role offers excellent growth potential as the business continues to expand, with opportunities to take on additional responsibilities like client communication support. Perfect for someone who thrives on taking initiative and seeing projects through to completion while working with minimal supervision.

Responsibilities

Design and create Excel spreadsheet templates with rolling 12-month calendar systems for 40+ individual clients
Develop summary worksheets that provide real-time totals by expense categories (rent, utilities, etc.)
Perform accurate monthly data entry as client accounts settle on different dates throughout the month
Organize and transition all client records into a centralized OneNote system for improved accessibility
Complete annual reporting requirements and maintain current, accurate financial data
Ensure all ledger systems are up-to-date and easily accessible for quick reference
Potentially provide trained phone support and client communication assistance after initial training period

Requirements

Strong proficiency in Microsoft Excel, including ability to create complex spreadsheets with formulas and templates (APPLICANTS MUST PROVIDE SAMPLES OF PREVIOUS EXCEL DATABASES THEY MANAGED)
Solid experience with Microsoft Office suite, particularly OneNote for organizational systems
Background in accounting, bookkeeping, or financial data management
Excellent data entry skills with exceptional attention to detail and accuracy
Proven ability to work independently with minimal supervision and take initiative on projects
Strong organizational skills for managing multiple client accounts simultaneously
Entrepreneurial mindset with excellent problem-solving abilities
Discretion and professionalism when handling highly confidential client information
Self-motivated with ability to meet deadlines and manage time effectively in a remote work environment