Executive Financial Assistant to CEO | Hybrid, Bonus Eligible

Howard-Sloan Search; United States; Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

15 PTO days

Comprehensive medical, dental, and vision plans

401(k) matching up to 10%

Casual work environment

Job summary

A financial services firm in the United States is seeking a detail-oriented Financial Assistant to the CEO. This hybrid role entails managing day-to-day financial operations, overseeing bookkeeping tasks, and ensuring smooth financial management for personal matters. Ideal candidates have 3+ years of relevant experience and a Bachelor's in Accounting or Finance. The company offers competitive benefits and a flexible working environment.

Qualifications

• Minimum of 3 years of relevant experience.
• Strong understanding of basic accounting principles and financial reporting.
• Ability to work independently and prioritize multiple tasks.

Responsibilities

• Record and categorize financial transactions.
• Review bank and credit card accounts.
• Generate monthly, quarterly, and annual financial reports.

Skills

Proficient in Excel

Organizational skills

Attention to detail

Integrity and confidentiality

Education

Bachelor’s Degree in Accounting, Finance, or related field

Tools

Microsoft Office

Job description

A financial services firm in the United States is seeking a detail-oriented Financial Assistant to the CEO. This hybrid role entails managing day-to-day financial operations, overseeing bookkeeping tasks, and ensuring smooth financial management for personal matters. Ideal candidates have 3+ years of relevant experience and a Bachelor's in Accounting or Finance. The company offers competitive benefits and a flexible working environment.