Job Highlights

Contract: Independent Contractor
Schedule: 20 hours per week, Monday to Friday 9am to 1pm
Client Timezone: California, USA (PST)

Job Description
Step into a pivotal role where traditional bookkeeping meets strategic financial planning. You’ll be the financial backbone for a multi-entity family office operation, combining hands-on QuickBooks management with forward-looking cash flow analysis. This isn’t just about recording transactions—you’ll be creating financial visibility that directly impacts investment decisions and organizational growth. Perfect for a detail-oriented professional who thrives on variety and wants to grow alongside an expanding operation.

Responsibilities

• Manage QuickBooks bookkeeping across 2-3 investment companies and a charitable foundation
• Process and categorize investment transactions and associated costs with precision
• Build and maintain cash flow projections using Excel templates to predict investment returns
• Create actual vs. projected financial comparisons and variance analysis reports
• Conduct periodic transaction reviews and monthly financial reconciliations
• Support investment tracking and portfolio reporting across multiple entities
• Develop financial forecasting models to guide investment planning decisions
• Handle sensitive financial data including bank accounts and investment statements

Requirements

• Proficiency in QuickBooks for multi-entity bookkeeping and financial management
• Strong Excel skills for cash flow modeling, projections, and financial analysis
• Experience with investment-related transactions and accounting principles
• Ability to work effectively with low-volume, high-value financial transactions
• Understanding of cash flow analysis and financial forecasting methodologies
• Bonus if you have charitable foundation or non-profit accounting experience
• It helps if you bring strong analytical skills for variance analysis and financial planning
• You bring the ability to work independently in a remote environment with minimal supervision

Why Join This Team?

• Remote work flexibility with the freedom to manage your own schedule
• Opportunity to build financial systems from the ground up in a growing family office
• Diverse experience across investment entities and charitable foundation work
• Potential for role expansion as the business scales and transaction volume increases
• Work directly with investment strategies and see the impact of your financial insights
• Competitive compensation in the specialized family office and investment sector

Apply now. Start helping.

Independent Contractor Perks 

• Permanent work from home
• Immediate hiring
• Steady freelance job.

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Job ID: 47228032116