Key skills
CRMLeadershipCommunication
About this role
Role Overview
- Reconcile historical transactions for multiple entities (2023–2025 YTD)
- Reconcile bank + credit card accounts
- Ensure accurate categorization of all transactions
- Produce audit-ready Balance Sheet and P&L
- Maintain clean AP/AR aging reports
- Sync customer records between CRM and QuickBooks (when applicable)
- Confirm reconciliation completion with leadership before closing each entity**
- Weekly reconciliations across all assigned businesses
- Weekly reporting package including:
- Summary of income/expenses vs prior period
- AP/AR aging and due dates
- Trend flags (unexpected spend, missed income, anomalies)
- Monthly financial statements:
- P&L, Balance Sheet, Cash Flow
- Budget vs Actual analysis
- Savings opportunities and performance insights
Requirements
- Professional remote setup and reliable internet.
- Strong Zoom presence and professional communication.
- Introductory video submission required as part of the hiring process.