Finance Assistant YE

Simera; San Francisco (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Simera is seeking a Finance Assistant to help manage daily financial and administrative tasks, including processing transactions, invoicing, reconciliations, reporting, and record-keeping. The role emphasizes accuracy, confidentiality, and timely completion in a remote-friendly environment.

The successful candidate will support accounts payable/receivable, assist with month-end and year-end closings, and collaborate with internal teams and vendors.

Qualifications

• Experience in finance, accounting, bookkeeping, or similar roles.
• Strong numerical and analytical abilities.
• Familiarity with reconciliations and financial reporting.
• Experience with spreadsheets and accounting/financial systems.
• Ability to maintain accurate financial records and documentation.
• Ability to work independently in a remote environment.

Responsibilities

• Record and process daily financial transactions.
• Support accounts payable and accounts receivable activities.
• Process invoices, expenses, payments, receipts, and other documents.
• Maintain accurate and organized financial records and documentation.
• Assist with reconciliations of bank, credit card, and accounts.
• Review financial information for accuracy and completeness.
• Monitor invoices, payments, and balances.
• Prepare and update spreadsheets and financial reports.
• Assist with month-end and year-end closing activities.
• Research discrepancies and resolve issues in records.
• Support budgeting, forecasting, and financial planning when needed.
• Gather and organize documentation for audits and reviews.
• Enter and update financial information in systems.
• Communicate with internal teams and vendors regarding finance requests.
• Maintain confidentiality of financial information.

Skills

Accounting basics

Attention to detail

Organizational skills

Excel/Sheets

Data entry

Confidentiality

Multitasking

Education

Finance/Accounting related degree

Tools

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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