The Role
Supports C-level executives and organizational operations while managing AP, AR, reconciliations, financial reporting, and accounting close activities. Maintains ERP, CRM, and accounting data, creates SOPs, improves workflows, supports system implementations, and identifies automation opportunities. Collaborates with finance, operations, sales, customer service, and external accounting partners while safeguarding confidential information.
Summary Generated by Built In
We are seeking a highly organized, proactive, detail-oriented, and solutions-driven Executive Operations & Accounting Specialist to support C-level executives and the broader organization across executive support, accounting, operations, and process improvement.
The ideal candidate is a strong problem-solver who can work independently, manage competing priorities, maintain accurate financial records, and improve business processes through effective documentation, systems, and automation.
Key Responsibilities
Qualifications
Preferred Qualifications
The ideal candidate is a strong problem-solver who can work independently, manage competing priorities, maintain accurate financial records, and improve business processes through effective documentation, systems, and automation.
Key Responsibilities
- Provide administrative and operational support to C-level executives, including follow-ups, reports, documentation, and coordination.
- Manage Accounts Payable (AP) and Accounts Receivable (AR) processes, including invoice review, payments, collections, reconciliations, and vendor/customer communication.
- Perform bank, credit card, and general ledger reconciliations and support month-end and year-end close.
- Prepare financial reports, dashboards, and analysis to support executive decision-making.
- Create, document, implement, and maintain SOPs across accounting and operational processes.
- Identify inefficiencies, recurring issues, and opportunities for automation and process improvement.
- Manage and maintain data within ERP, CRM, and accounting systems, ensuring accuracy and data integrity.
- Support ERP implementations, system improvements, reporting, and workflow optimization.
- Collaborate cross-functionally with Finance, Operations, Sales, Customer Service, and external accounting partners.
- Maintain confidential financial, operational, and executive information with discretion.
Qualifications
- 4+ years of experience in accounting, finance, operations, executive support, business administration, or a related field.
- Experience supporting C-level executives or senior leadership.
- Hands-on experience with AP, AR, reconciliations, and financial reporting.
- Strong understanding of accounting principles and day-to-day financial operations.
- Experience creating SOPs and improving business processes.
- Experience working with ERP, CRM, accounting, or business management systems.
- Strong proficiency in Microsoft Excel and/or Google Sheets.
- Strong written and verbal English communication skills.
- Excellent organizational, analytical, and time-management skills.
- High attention to detail and commitment to accuracy.
- Strong problem-solving and decision-making abilities.
- Self-starter who takes ownership and works independently.
- Ability to manage confidential information professionally and discreetly.
Preferred Qualifications
- Experience with ERP implementations, migrations, or system optimization.
- Experience with workflow or process automation tools.
- Experience working with external accountants, bookkeepers, or financial professionals.
- Core Competencies
- Executive Support & Ownership
- Accounting & Financial Accuracy
- Process Improvement & Automation
- Organization & Time Management
- Problem Solving & Decision Making
- Systems & Technology
- Communication & Collaboration
- Analytical Thinking
- Flexibility & Adaptability
- Attention to Detail
Skills Required
- 4+ years of experience in accounting, finance, operations, executive support, business administration, or a related field
- Experience supporting C-level executives or senior leadership
- Hands-on experience with accounts payable, accounts receivable, reconciliations, and financial reporting
- Strong understanding of accounting principles and day-to-day financial operations
- Experience creating standard operating procedures and improving business processes
- Experience working with ERP, CRM, accounting, or business management systems
- Strong proficiency in Microsoft Excel and/or Google Sheets
- Strong written and verbal English communication skills
- Excellent organizational, analytical, and time-management skills
- High attention to detail and commitment to accuracy
- Strong problem-solving and decision-making abilities
- Self-starter who takes ownership and works independently
- Ability to manage confidential information professionally and discreetly
- Experience with ERP implementations, migrations, or system optimization
- Experience with workflow or process automation tools
- Experience working with external accountants, bookkeepers, or financial professionals
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The Company
What We Do
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