Virtual Assistant (with Finance Background)

Job Title: Virtual Administrator

Job Overview:

As a Virtual Administrator, you will assist the Operations Manager by handling various administrative tasks, pulling key reports, helping with task conversions, and ensuring smooth operations to support business performance.

Key Responsibilities:

1. Reporting Support

• Pull and prep weekly time reports and highlight key client issues.

• Update and manage balance load reports for bookkeeping and tax teams.

• Prepare reports for meetings with the Chief Executive Council (CEC).

• Prepare Time under Budget (TUB) reports and analyze discrepancies.

• Prepare profitability analysis

2. Billing

• Ensure billing information is accurate and aligned with reports.

• Help track discrepancies or issues related to billing.

3. International Bokkeeping Team Folder Conversion

• Help organize and move files for the international bookkeeping team, creating shortcuts for easy access.

4. Assist with Task Conversion in Financial Cents (FC)

• Convert and manage tasks for both the tax and bookkeeping teams in Financial Cents (FC), our workflow management software.

5. Closing Out Tasks

• Review and close out tasks with the Operations Manager.

• Identify and address any delayed or incomplete tasks.

Skills and Qualifications:

• Strong organizational and time-management skills.

• Attention to detail and accuracy in reports and tasks.

• Advanced Excel skills for data management.

• Strong written and verbal communication skills.

• Ability to work independently, remotely, and adapt to a fast-paced environment.

• Previous experience as a Virtual Assistant.