Remote AI-Driven Exec Ops & Finance Specialist

Agent; United States; Remote; USD 17,000 - 22,000; Full time

Job summary

Agent is seeking an Executive Operations & Finance Specialist to support leadership, assist with financial reporting, and drive AI and automation initiatives across the organization. You will manage calendars, prepare documents, analyze performance, build dashboards, and help scale processes for multiple properties and projects.

This role blends executive support with financial insight and technology interest.

Qualifications

• Bachelor’s degree in finance, accounting, business, or information systems.
• Proven experience as an executive assistant, financial analyst, accountant, business analyst, or similar role.
• Strong organizational and time-management skills.
• Experience with financial reporting, budgeting, accounting, or data analysis.
• Advanced proficiency with Microsoft Excel or Google Sheets.
• Strong interest in artificial intelligence, automation, and emerging business technology.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, judgment, discretion, and follow-through.
• Ability to manage multiple priorities in a growing, entrepreneurial organization.
• Ability to work independently, anticipate needs, and take ownership of assignments.
• Comfortable researching new technology and learning unfamiliar software.

Responsibilities

• Provide direct administrative support to company executives.
• Manage calendars, schedule meetings, coordinate appointments, and help prioritize executive commitments.
• Prepare meeting agendas, organize supporting materials, take notes, and track follow-up items.
• Draft and edit emails, reports, presentations, letters, and other business communications.
• Coordinate travel arrangements, reservations, itineraries, and related logistics.
• Assist with special projects and ensure deadlines and commitments are completed.
• Communicate professionally with employees, tenants, vendors, lenders, business partners, and other stakeholders.
• Help executives stay organized across multiple companies, properties, and projects.
• Prepare and maintain financial reports, operating dashboards, budgets, and forecasts.
• Analyze company and property performance, including revenue, expenses, occupancy, cash flow, and budget variances.
• Assist with monthly KPIs and provide explanations of trends and results.
• Run financial models for acquisitions, developments, and other business decisions.
• Identify repetitive processes and propose AI/automation improvements.
• Build AI-assisted workflows for finance, accounting, operations, and governance.

Skills

Executive support

Financial analysis

Advanced Excel

AI interest

Process improvement

Communication

Time management

Independent work

Education

Bachelor’s degree in finance, accounting, business, information systems, or related field

Tools

Microsoft Excel

Google Sheets

Power BI

Power Automate

Zapier

Make

APIs

SQL

Python

Job description

Agent is seeking an Executive Operations & Finance Specialist to support leadership, assist with financial reporting, and drive AI and automation initiatives across the organization. You will manage calendars, prepare documents, analyze performance, build dashboards, and help scale processes for multiple properties and projects.

This role blends executive support with financial insight and technology interest.