V107C Executive Financial Assistant

flywheel

United States

Remote

USD 11,000 - 12,000

Full time

3 days ago

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Job summary

Job Duck is seeking an Executive Financial Assistant to support the Finance Chair with administrative duties and critical financial reporting in a fast-paced environment. You will combine high-level support with data analysis and operational coordination, helping ensure accuracy, timely reporting, and revenue performance.

Ideal candidates are proactive, highly analytical, and comfortable handling confidential information, advanced Excel/Sheets skills, and AI-powered tools to boost efficiency

Qualifications

2–3 years of experience in executive support, finance, billing, accounting, reporting or administrative operations.
Strong proficiency in Microsoft Excel and Google Sheets.
Ability to handle highly confidential financial, client, firm, and personnel information.
Fluent in English and Spanish.
Comfortable using AI-powered tools to improve efficiency and productivity.

Responsibilities

Utilize AI platforms to improve administrative, financial, research, reporting, and operational workflows.
Provide comprehensive administrative support to the Finance Chair.
Manage calendars, meetings, correspondence, and follow-up items.
Prepare agendas, materials, reports, and executive documents.
Track deadlines, action items, and issues to ensure timely completion.
Attend weekly finance and firm-wide meetings.
Assist with special projects and operational initiatives.
Prepare meeting notes and follow-up communications.
Support revenue and collection objectives through financial insights.
Develop and maintain reporting practices and dashboards.
Analyze large volumes of financial data and identify trends.
Download data from systems into Excel/Sheets and reconcile discrepancies.

Skills

Bilingual proficiency

Executive support

Financial reporting

Billing

Data analysis

Microsoft Excel

Google Sheets

AI tools usage

Tools

Microsoft Excel

Google Sheets

Financial Reporting Software

Database Management Systems

ChatGPT

Claude

Email Platforms

Calendar Management Tools

Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!

Job Description

Join Job Duck as an Executive Financial Assistant , where you will play a vital role in supporting executive leadership while helping drive the accuracy, efficiency, and success of key financial operations. In this position, you will combine high level administrative support with financial reporting, data analysis, and operational coordination in a fast paced legal environment. Your work will directly impact reporting accuracy, revenue performance, collections tracking, and organizational effectiveness by ensuring critical projects, financial data, and executive priorities remain organized and on schedule. The ideal candidate is naturally proactive, highly analytical, exceptionally detail-oriented, and comfortable working with confidential information, financial systems, and emerging technologies. This is an excellent opportunity for someone who enjoys solving problems, improving processes, and contributing to meaningful business outcomes.

Monthly Compensation Range: 1015- 1100 USD

Responsibilities

Utilize approved AI platforms to improve administrative, financial, research, reporting, and operational workflows
Provide comprehensive administrative support to the Finance Chair
Manage calendars, meetings, appointments, correspondence, and follow up items.
Prepare agendas, meeting materials, reports, presentations, and other business documents.
Track assignments, deadlines, action items, and outstanding issues to ensure timely completion.
Attend weekly finance meetings and firm wide meetings as required.
Assist with special projects and operational initiatives.
Prepare meeting notes, action items, and follow up communications.
Support the Finance Chair in achieving revenue and collection objectives.
Develop and maintain financial reporting practices and procedures.
Organize, format, and analyze large volumes of financial and operational data.
Analyze financial trends, revenue performance, collections, accounts receivable, work in progress, and related financial metrics.
Proactively identify outstanding items and follow up with responsible team members.
Download data from operational systems into Excel and Google Sheets.
Reconcile cash postings against operating systems and investigate discrepancies.
Generate, format, and distribute timekeeper, billing, collections, production, accounts receivable, and financial reports.
Maintain financial dashboards, trackers, and reporting tools.
Identify opportunities to improve efficiency, reporting accuracy, and business processes.

Requirements

Bilingual proficiency required
2-3 years of experience in executive support, finance, billing, accounting, reporting, or administrative operations.
Ability to handle highly confidential financial, client, firm, and personnel information
Strong proficiency in Microsoft Excel and Google Sheets
Experience working with large datasets and financial reporting
Ability to prepare professional reports, presentations, meeting materials, and executive documentation
Strong written and verbal communication skills
Demonstrated ability to manage multiple priorities and meet deadlines
Comfortable using AI powered tools to improve efficiency and productivity
Ability to work independently while collaborating effectively with cross functional teams
Strong problem solving and research capabilities

Software