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Executive Assistant (Financial Background Required)

Role overview

Qualifications

  • Proven Executive Assistant or finance-related support experience.
  • Strong financial understanding (cash flow, P&L, balance sheets/income statements).
  • Advanced Excel proficiency (formulas, pivot tables, data organization).
  • Excellent written and spoken English; ability to work independently with minimal supervision and maintain high attention to detail.

Responsibilities

  • Prepare, review, and organize financial documents including cash flow statements, P&L, balance sheets, and income statements.
  • Build, clean, and structure financial reports to be shared with banks and external partners.
  • Analyze and verify financial documents for accuracy and completeness; consolidate data into clear, well-presented documents.
  • Provide executive-level administrative support; maintain accurate digital filing systems for financial and operational documents; assist with QuickBooks tasks if experienced.

Key facts

Other skills

  • Organizational Skills
  • Assertiveness
  • Detail Oriented
  • Proactivity

About the company

QuickTeam logo

QuickTeam

Human Resources Services

QuickTeam is a leading provider of virtual employees for businesses of all sizes. At only $8/hour, our talented remote workers help companies save time and money while achieving their goals. Our team is made up of experienced professionals who are dedicated to working hard and building lasting relationships with our clients. Whatever your industry, QuickTeam is ready to help you boost your business and increase efficiency through remote employees. - Some of the services we offer: - Support Agents (Phone, email, live chat) - Cold-calling - Virtual Assistant - Data Entry - Project Management - Appointment Setting - Graphic Designer - Ecommerce Expert - Amazon/ Ebay Listings - Wordpress Development - Website Design - Marketing Specialist - Lead Generation - Email Marketing - Bookkeeping - Quickbooks Expert - Accounting Services + Many More!

Company details

Company typeSmall startup
IndustryHuman Resources Services
Company size2 - 10

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Job description

QuickTeam is a company that provides businesses with virtual employees to help them grow and become more productive. We provide virtual assistants, receptionists, and other support staff to help businesses take care of their day-to-day tasks and focus on what they do best.

By working with us, we will help you find companies where you can make an impact, be a part of their team for the long term, and join the QuickTeam family :). We would love to have you!

We are seeking a highly organized and financially skilled Executive Assistant to support our leadership team. This role requires strong financial document handling, advanced Excel skills, and the ability to produce clean, accurate reports for internal and external use. Quality of work is the top priority.

  • Willing to start part time.
  • Fully remote, work from home
  • Salary: To be discussed during the preliminary interview.
  • Availability to work during EST business hours.

Responsibilities:

  • Prepare, review, and organize financial documents including cash flow statements, P&L, balance sheets, and income statements.
  • Build, clean, and structure financial reports to be shared with banks and external partners.
  • Analyze and decipher financial documents for accuracy and completeness.
  • Consolidate data and roll financials into clear, well-presented documents.
  • Provide executive-level administrative support as needed.
  • Maintain accurate digital filing systems for financial and operational documents.
  • Assist with QuickBooks tasks (if experienced).

Requirements

  • Proven Executive Assistant or Finance-related support experience.
  • Strong financial understanding (cash flow, P&L, balance/income statements).
  • Advanced Excel proficiency (formulas, pivot tables, data organization).
  • Excellent written and spoken English.
  • Ability to work independently with minimal supervision.
  • High attention to detail and strong organizational skills.
  • Ability to commit long-term.
  • Experience preparing documents for bank submission is a strong advantage.
  • QuickBooks experience preferred.

Preferred Candidate Profile

  • Highly organized and structured.
  • Sharp, confident, and proactiveβ€”strong personality, not passive.
  • Upbeat, passionate, and able to operate in a fast-paced environment.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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