Remote Admin & Finance Lead for Exec Support

8 Bridges Talent Partners; Town of Oakland (WI); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Dependent Care FSA

Basic Term Life

Short- and long-term disability

Voluntary Critical Illness, Accident,�

Retirement 401K match

Employee Assistance Program

Holiday, vacation and sick leave

Holidays: 15 days annually

Vacation: 15 days (years 1-4) & 20 (5+

Job summary

Project Equity, a nonprofit organization growing community wealth through employee ownership transitions, is seeking an Administration Manager to provide operational and administrative support across finance, compliance, and the executive office.

This remote role bridges big-picture goals with day-to-day tasks, handling client billing, vendor payments, contracts, and reporting, while supporting up to three C-suite executives and driving key processes.

Qualifications

• 3+ years of experience in operations, finance, and/or administrative support in a fast-paced environment.
• Bachelor’s degree required; MBA is a plus.
• Demonstrable experience in operations, compliance, project management, accounting, and/or finance.
• Proficiency with Google Workspace and Microsoft Office 365, including spreadsheets and presentations.
• Experience with accounting systems such as QuickBooks Online and AR/AP systems.
• Experience with CRM or relational database platforms such as Salesforce or HubSpot

Responsibilities

• Support client billing and communicate directly with customers regarding invoices and collection.
• Assist with vendor invoice entry, approvals, and payments in BILL and QuickBooks.
• Assist with preparation of contracts using templates and assist with approvals and records management.
• Support analysis of financial or operational data to provide accurate and timely reports.
• Provide professional administrative support for up to three C-suite executives including scheduling, correspondence, travel, and expense management.
• Add capacity to the executive office through desk research, meeting preparation, and basic project management.
• Assist with drafting key business and operational policies and procedures and drive team adoption.
• Support user management and data integrity in various systems including but not limited to: Salesforce, Asana, BILL, Stripe, QuickBooks, Navan, and others.
• Oversee tracking and reporting of organization KPIs and annual goals on a quarterly basis to ensure organization is monitoring and pivoting timely to achieve long-term strategic goals
• Assist with taking meeting notes, lead coordination of any direct follow-up action items with timeliness and efficiency.
• Event support and other administrative tasks, as assigned.

Skills

Operations

Finance

Admin support

Vendor management

Billing

CRM systems

Contract management

Education

Bachelor's degree

MBA (plus)

Tools

QuickBooks Online

Salesforce

HubSpot

Google Workspace

Microsoft Office 365

Asana

BILL

Stripe

Navan

Job description

Project Equity, a nonprofit organization growing community wealth through employee ownership transitions, is seeking an Administration Manager to provide operational and administrative support across finance, compliance, and the executive office.

This remote role bridges big-picture goals with day-to-day tasks, handling client billing, vendor payments, contracts, and reporting, while supporting up to three C-suite executives and driving key processes.