Finance Administrator

Role Description: The Finance Administrator is a part-time remote role responsible for supporting day-to-day financial and administrative activities for the firm and its clients. Typical tasks include maintaining and updating financial records, assisting with basic accounting entries, preparing and organizing documentation for reporting and tax purposes, and supporting financial planning and budgeting processes. The role also involves reconciling accounts, monitoring expenses, compiling data for financial analysis, and ensuring information is accurate and complete. The Finance Administrator will collaborate with CPAs and other team members, communicate with clients regarding requested information, and follow established procedures and timelines to meet deadlines.

Qualifications: Candidates should possess strong Finance and Accounting skills, including familiarity with financial statements, general ledger entries, and basic bookkeeping practices. Candidates should possess Financial Planning skills, such as assisting with budgets, cash-flow tracking, and simple forecasting tasks. Candidates should possess well-developed Analytical Skills to review financial data, identify variances, and support accurate reporting. Candidates should possess clear and professional Communication skills for collaborating with team members and interacting with clients. Proficiency with accounting or bookkeeping software (e.g., QuickBooks or similar) and common office tools (e.g., Excel, document management systems) is beneficial. Strong organizational skills, attention to detail, and the ability to manage multiple tasks and deadlines in a remote environment are desirable. Experience in a CPA firm, financial services, or a related professional setting is a plus. An associate or bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent practical experience, is preferred.