Accounting/Executive Assistance

Remote Raven; Philippines; Remote; PHP 716,000 - 1,020,000; Full time

Benefits offered by this job

Up to $10/hour

Full-time role

Job summary

Remote Raven is seeking a CPA-qualified accounting and administrative professional to support our Arizona-focused lender. The role combines QuickBooks Online reconciliations with executive and operational support for principals.

You will prepare investor spreadsheets, manage document packages, and assist with reporting and compliance. This full-time, remote hybrid position requires staying aligned to Arizona business hours year-round.

Qualifications

• CPA designation is required and licensure verified.
• Proficient with QuickBooks Online.
• Excellent attention to detail and data accuracy.
• Strong written communication and investor correspondence.
• Able to manage multiple tasks across accounting and admin roles.
• Discreet handling of confidential financial information.
• Willingness to work Arizona business hours (MST) year-round.

Responsibilities

• Prepare and update investor spreadsheets with accuracy.
• Coordinate investor document packages and correspondence.
• Manage address updates, mailing instructions, and investor requests.
• Assist with new loan file setup, data entry, and document organization.
• Send document packages electronically and track responses.
• Coordinate with title and escrow on routine requests.
• Enter transactions, deposits, and reconciliations in QuickBooks.
• Pull internal reports and support decision-making.
• Track investor interest payments and flag discrepancies.
• Assist with 1099 preparation and year-end data compilation.
• Coordinate with external CPA as needed.
• Manage calendars and schedule calls for principals.
• Triage email and draft routine responses.
• Travel planning support on limited basis and arrange logistics.

Skills

Attention to detail

Written communication

Multitasking

Discretion

Self-directed

Arizona hours alignment

Education

CPA designation

Tools

QuickBooks Online

Microsoft Excel

E-signature tools

Email & Calendar

Microsoft Teams

OneDrive

Job description

Our client is a privately held US direct lender that provides short-term, asset-backed bridge loans to real estate investors, based in Arizona. The firm is small and close-knit, lends its own capital alongside private investors, and manages every part of the loan process in house. The loan file moves at the speed of its documents, and the investors are paid on time because somebody keeps the records straight.

This is a hybrid seat: accounting support in QuickBooks Online on one side, executive and operational support for the principals on the other. The client says it plainly: you may spend the morning on QuickBooks reconciliations and the afternoon drafting a response to an investor inquiry or coordinating a travel itinerary. It suits a CPA who likes variety and is comfortable stepping outside the ledger when the team needs it.

The boundaries are equally plain. This role is data entry, tracking, coordination, and reporting. It does not include ACH or wire authorization, bank runs, or physical document handling of any kind. You keep the records accurate and flag what does not add up, and the principals make the money move.

Key Responsibilities

Investor Relations Support

• Prepare and update investor spreadsheets as requested, ensuring accuracy and consistency across records.
• Coordinate investor document packages, including the distribution of executed agreements and related correspondence.
• Manage address updates, mailing instructions, and intake of special requests from investors.

Loan File and Documentation Support

• Assist with new loan file setup, including data entry and initial document organization.
• Send document packages electronically and track receipt and completion of responses.
• Coordinate with title and escrow on routine document requests as needed.

QuickBooks Support

• Enter credit card transactions, invoices, and accounts payable once the firm's hosted QuickBooks environment is live.
• Record bank deposits and routine transaction entries.
• Perform reconciliations with oversight and review from the principals.
• Pull reports as requested to support internal review and decision-making.
• Track and log investor interest payments; flag discrepancies for review.

Compliance and Reporting Support

• Assist with 1099 preparation and data compilation at year-end.
• Coordinate with the external CPA as needed, including chasing documents, scheduling, and managing routine follow-up.

General Administrative Support

• Manage calendars and schedule calls and meetings for the principals.
• Triage incoming email and draft routine responses for review.
• Conduct research tasks such as vendor comparisons or rate shopping as assigned.

Personal Assistant Support

• Provide email management support for senior leadership, including inbox triage, flagging priority items, and drafting routine replies.
• Assist with travel planning on a limited basis, including researching and booking flights and hotels, building itineraries, and coordinating logistics.
• Support calendar management across personal and business commitments.
• Organize expenses and receipts for tracking purposes.
• Set and manage reminders for recurring personal and business obligations.
• Handle light scheduling coordination with external contacts.

Required Qualifications

• CPA designation (required). Your licence number and issuing board will be requested during screening and verified before any client interview.
• Proficiency with QuickBooks Online (QBO) or equivalent accounting software.
• Excellent attention to detail and a commitment to accuracy in data entry and financial record-keeping.
• Strong written communication skills, including the ability to draft professional correspondence and investor communications.
• Comfortable managing multiple concurrent responsibilities across accounting and administrative functions.
• Discreet and professional when handling confidential financial and investor information.
• Self-directed and reliable—the team needs someone who follows through without being reminded.
• Available to work Arizona business hours, 8:00 AM – 5:00 PM Mountain Standard Time, which is about 11:00 PM – 8:00 AM Philippine time all year round. Arizona does not change its clocks, so the schedule never shifts.

Preferred Qualifications

• Experience supporting a financial services firm, lending company, private equity fund, or real estate investment organisation.
• Familiarity with bridge lending, private money lending, or real estate investment operations.
• Experience with document management workflows (e-signature platforms, loan file systems).
• Prior executive or personal assistant experience supporting a principal or small leadership team.

Tools & Software

• QuickBooks Online—transactions, deposits, reconciliations and reports (primary platform).
• Microsoft Excel — investor schedules, lookups and pivot tables for internal reporting.
• E-signature and document-package tools for loan files, with electronic send-and-track.
• Email and calendar for the principals, plus Microsoft Teams and OneDrive for day-to-day work with Remote Raven.

What Makes You a Great Fit

• You are a CPA who is just as comfortable building a travel itinerary as reconciling an account, and you do not see either as beneath the other.
• You notice the $250 that does not tie out, and your instinct is to flag it, not to make it disappear.
• You write to an investor the way a principal would want to be represented: short, courteous, exact.
• You keep things moving without being chased, and you say early when something is stuck.
• You treat an investor's balance, a principal's calendar, and a borrower's financials as things that leave the firm only through the front door.

What We Offer

• Up to $10/hour
• Full-time role

We hire for the long haul, so a steady track record of staying and growing always moves you up our list.