CPA Finance & Investor Relations Admin (Remote)

Remote Raven; United States; Hybrid; USD 11,000 - 16,000; Full time

Benefits offered by this job

100% remote work

Full-time role

Job summary

Remote Raven is seeking a CPA-qualified professional to provide hybrid accounting and administrative support. The role blends QuickBooks Online work, investor document coordination, and executive assistance for the principals, with a focus on accuracy and confidential handling of financials.

You will manage investor communications, assist with loan-file documentation, and maintain financial records while coordinating travel and calendar tasks.

Qualifications

• CPA designation required and will be verified during screening.
• Proficiency with QuickBooks Online (QBO) or equivalent accounting software.
• Excellent attention to detail and accuracy in data entry and financial record-keeping.
• Strong written communication skills for professional investor correspondence.
• Capable of managing multiple concurrent responsibilities across accounting and administrative tasks.
• Discreet and professional handling of confidential financial and investor information.
• Self-directed and reliable; can follow through without reminders.
• Availability to work Arizona business hours (8:00 AM–5:00 PM MST), with time shifted to Philippine time year-round.

Responsibilities

• Investor Relations Support: prepare and update investor spreadsheets, coordinate document packages, manage address updates and special requests.
• Loan File and Documentation Support: assist with new loan file setup, organize documents, coordinate with title/escrow.
• QuickBooks Support: enter transactions, record deposits, perform reconciliations, pull internal reports, track payments.
• Compliance and Reporting Support: assist with 1099 prep and coordinate with external CPA.
• General Administrative Support: manage calendars, triage email, conduct vendor research.
• Personal Assistant Support: email management, travel planning, calendar coordination, expense organization, reminders.

Skills

CPA designation

QuickBooks Online

Excel

Attention to detail

Written communication

Multitasking

Data entry

Education

CPA license

Tools

E-signature platforms

Loan file systems

Microsoft Teams

OneDrive

Job description

Remote Raven is seeking a CPA-qualified professional to provide hybrid accounting and administrative support. The role blends QuickBooks Online work, investor document coordination, and executive assistance for the principals, with a focus on accuracy and confidential handling of financials.

You will manage investor communications, assist with loan-file documentation, and maintain financial records while coordinating travel and calendar tasks.