We are seeking a highly organized and detail-oriented individual to serve in a dual role as an Accountant / Executive Assistant. This unique position combines financial expertise with administrative support, requiring someone who is proactive, discreet, and capable of handling a variety of tasks with precision and professionalism.
Key Responsibilities:
Accounting Functions:
Manage accounts payable and receivable, including vendor payments and client invoicing
Reconcile bank statements and credit card transactions
Prepare monthly, quarterly, and annual financial reports
Assist with budgeting, forecasting, and cash flow monitoring
Maintain accurate and up-to-date financial records and ledgers
Ensure compliance with tax filings and other regulatory requirements
Work with external accountants during audits or year-end processes
Executive Assistant Duties:
Manage calendar and schedule appointments, meetings, and travel for executives
Screen and manage communications (emails, calls, correspondence)
Prepare and edit correspondence, reports, and presentations
Organize and maintain confidential files and records
Assist with project coordination, research, and follow-up on action items
Support event planning and office management tasks as needed
Qualifications:
Bachelor’s degree in Accounting, Finance, Business Administration, or related field
3+ years of experience in accounting or bookkeeping roles
Prior experience as an executive or administrative assistant is strongly preferred
Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Office Suite
Strong organizational and time management skills
Excellent written and verbal communication skills
High level of discretion and professionalism
Preferred Skills:
CPA certification or ongoing CPA track is a plus
Experience in a startup or fast-paced environment
Familiarity with project management tools (e.g., Asana, Trello)
Bilingual proficiency (if relevant to the company)
Compensation: $75,000- $100,000 “Includes bonus” “Commensurate with experience”
Benefits : Healthcare
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