Overview

We are looking for a Financial Operations Specialist to support our client’s financial operations across family-office clients, business entities, real estate entities, and operating companies. This full-time role focuses on strategic analysis, forecasting, QC support, and accounting coverage while keeping workflows organized and moving. It is a dynamic position requiring high flexibility, agility, and a proactive mindset to handle evolving priorities throughout the week.

Responsibilities

• Prepare and update budgets and forecasts for assigned clients and entities
• Prepare and maintain personal financial statements
• Prepare monthly reporting packages, identifying flags to share with clients
• Maintain NOI trackers for real estate entities to analyze profitability
• Build and Maintain intercompany transfer ledgers
• Update and create SOPs as needed
• Support QC by reviewing reports, trackers, financial schedules, and deliverables for accuracy, completeness, and consistency
• Serve as right hand to Head of Financial Operations for finance, accounting, QC, reporting, and process follow-through
• Provide coverage and support for the accounting team
• Coordinate with the team to track priorities and flag blockers

Requirements

• Proficiency with QuickBooks Online (QBO), Google Workspace, and Reach Reporting (we can train on this software if it's unfamiliar)
• Strong budgeting, forecasting, and financial analysis and reporting skills
• Ability to prepare and maintain personal financial statements and management reports
• High attention to detail when reviewing and analyzing reports, trackers, and financial schedules
• Ability to write and maintain SOPs, trackers, and recurring finance workflows
• Strong follow-through, organization, and communication
• Positive attitude, flexibility, self-motivation, and go-getter attitude
• Ability to handle confidential client financial information with professionalism and discretion

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.