Finance Assistant

Why Assistantly:
At Assistantly, we match top-tier remote talent with growing businesses that need trustworthy, detail-oriented support. We are continuously building our talent pool of finance professionals to match with future client needs. This includes Bookkeepers, Finance Assistants, Accounting Specialists, Payroll Support, and AP/AR Coordinators.

This is an evergreen position, meaning we’re actively sourcing exceptional professionals in this area to connect with clients as opportunities arise.

Unicorn Role Overview:
If you love numbers, live for spreadsheets, and pride yourself on accuracy, this role is for you. Whether it’s balancing books, preparing financial reports, managing accounts payable/receivable, or reconciling statements, you’ll play a critical role in keeping our clients’ financial operations running smoothly.

What You’ll Do (Depending on Client Needs):

• Perform daily bookkeeping tasks such as data entry, invoicing, and reconciliation
• Manage accounts payable and receivable with accuracy and timeliness
• Prepare monthly, quarterly, and annual financial reports
• Assist with payroll processing and benefits tracking
• Track and categorize expenses for budget planning
• Reconcile bank and credit card statements
• Support tax preparation with accurate financial documentation
• Maintain clean, well-organized digital records
• Liaise with external CPAs or accountants as needed

Requirements

• 2+ years of experience in bookkeeping, accounting, or finance support roles
• Strong attention to detail and organizational skills
• Solid understanding of accounting principles (GAAP preferred)
• High integrity, confidentiality, and professionalism
• Excellent communication and collaboration skills
• Ability to work independently and meet deadlines
• Previous remote work experience is a plus
• Degree or certification in Accounting, Bookkeeping, or Finance (preferred)

Tools You Might Use (Depending on Client Needs):

• Accounting Software: QuickBooks Online/Desktop, Xero, Wave, FreshBooks, NetSuite, Zoho Books
• Payroll: Gusto, ADP, Paychex, or similar
• CRM/Project Tools: Monday.com, ClickUp, Notion, Google Workspace
• Spreadsheets & Docs: Excel, Google Sheets
• Communication: Slack, Zoom, Gmail

Time Commitment & Schedule:

• Part-Time or Full-Time (depending on client)
• Schedule: U.S. Business Hours (exact schedule TBD per client)

Benefits

• Competitive pay above market rates
• Permanent work-from-home opportunities
• Paid Holidays and PTO
• Part-time or Full-time positions tailored to your availability
• Performance, Tenure, and Health & Wellness bonuses
• Opportunities for professional development within the Assistantly community
• Be part of a vibrant and supportive community of Unicorns