Bookkeeper

We are seeking an experienced and dedicated Personal Bookkeeper to join our team, which manages the personal and family financial affairs of our principal, a successful investor, entrepreneur, and business operator. This role demands a strong background in bookkeeping, detail-oriented problem-solving skills, and a collaborative mindset.

Key Responsibilities:

• Assist with the family's personal financial matters, including bank accounts, credit cards, and expenses

• Aggregate data and help prepare financial reports (monthly, quarterly, and yearly) that provide insights into spending patterns, trends, and areas for optimization

• Manage Accounts Receivable and Accounts Payable

• Monitor and analyze changes in the family's spending habits

• Accurately reconcile financial records using Excel and Expensify

• Collaborate with our friendly team to deliver exceptional service to the family

Qualifications:

• 2+ years of experience in bookkeeping or a related field, preferably within a personal finance capacity

• Proficiency in Excel, Expensify, and other relevant financial tools

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal abilities to effectively work with the family and other professionals

• Proactive, detail-oriented, and able to work independently with minimal supervision

• A passionate team player who prioritizes delivering stellar service