Finance Assistant BZ

Simera; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Simera is seeking a highly organized Finance Assistant to support daily financial and administrative activities in San Francisco. You will assist with transactions, reconciliations, invoices, reporting, and record keeping while maintaining accuracy and confidentiality.

Responsibilities include processing payments, managing accounts payable and receivable, preparing reports, and assisting with month-end close.

Qualifications

• Experience processing financial transactions, invoices, expenses, or payments.
• Experience using spreadsheets and accounting systems.
• Understanding of reconciliations and financial reporting.
• Strong computer and digital skills.
• Ability to work independently in a remote environment.
• English proficiency for English-speaking clients/vendors.

Responsibilities

• Record and process daily financial transactions.
• Support accounts payable and receivable activities.
• Process invoices, expenses, payments, and receipts.
• Maintain organized financial records and documentation.
• Assist with account reconciliations.
• Prepare spreadsheets and financial reports.
• Support month-end and year-end closing.
• Help with budgeting, forecasting, and planning when required.
• Assist with audits and financial reviews.
• Protect confidentiality of financial information.
• Communicate with internal teams and vendors.

Skills

Accounting principles

Attention to detail

Organizational skills

Excel or Sheets

Accounting software

Numerical skills

Data entry

Reconciliations

Communication skills

Time management

Discrepancy resolution

Confidentiality

Independent work

Education

Finance/Accounting degree or coursework

Tools

Microsoft Excel

Google Sheets

Accounting software

Job description

We are seeking a highly organized, detail-oriented, and reliable Finance Assistant to support daily financial and administrative activities. The ideal candidate will assist with financial transactions, reconciliations, invoices, reporting, record keeping, and other finance-related tasks while maintaining accuracy, confidentiality, and timely completion of responsibilities.

Responsibilities

• Assist with recording and processing daily financial transactions.
• Support accounts payable and accounts receivable activities.
• Process invoices, expenses, payments, receipts, and other financial documents.
• Maintain accurate and organized financial records and documentation.
• Assist with bank, credit card, and account reconciliations.
• Review financial information for accuracy, completeness, and consistency.
• Monitor invoices, payments, expenses, and outstanding balances.
• Prepare and update spreadsheets, financial reports, and account summaries.
• Assist with month-end and year-end closing activities.
• Research and resolve discrepancies in financial records and transactions.
• Support budgeting, forecasting, and financial planning activities when required.
• Assist with gathering and organizing documentation for audits and financial reviews.
• Enter and update financial information in accounting and finance systems.
• Communicate with internal teams, vendors, and other stakeholders regarding finance-related requests.
• Maintain confidentiality when handling financial and business information.
• Follow established financial policies, procedures, and internal controls.
• Support other finance and administrative projects as needed.

Required Skills

• Basic knowledge ofaccounting and financial principles.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Proficiency withMicrosoft Excel or Google Sheets.
• Comfortable working with accounting software, financial systems, and digital tools.
• Strong numerical and analytical abilities.
• Good data entry and record-keeping skills.
• Ability to identify discrepancies and assist with reconciliations.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Strong problem-solving and follow-up skills.
• Ability to handle confidential financial information responsibly.
• Ability to work independently and collaborate effectively with finance and other teams.
• Reliable, organized, and proactive approach to work.

Requirements

• Previous experience infinance, accounting, bookkeeping, accounts payable, accounts receivable, or a similar role.
• Relevant education or coursework inFinance, Accounting, Business Administration, or a related field.
• Experience processing financial transactions, invoices, expenses, or payments.
• Experience using spreadsheets and accounting or financial management systems.
• Basic understanding of reconciliations and financial reporting.
• Strong computer and digital skills.
• Ability to maintain accurate financial records and supporting documentation.
• Ability to manage detail-oriented tasks while maintaining accuracy.
• Ability to meet deadlines and follow established financial procedures.
• Ability to work independently and effectively in a remote environment.
• Reliable internet connection and a suitable setup for remote work.
• Professional, organized, dependable, and detail-oriented attitude.
• English proficiency is required if the position involves working with English-speaking clients, vendors, or teams.

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