Financial Operations Assistant

Manage day-to-day bookkeeping tasks, ensuring financial records are accurate and up to date.

Utilize QuickBooks and Expensify to track expenses, process invoices, and reconcile accounts.

Assist with financial reporting, budgeting, and forecasting.

Oversee and execute financial projects, ensuring timelines and deliverables are met.

Support investment banking and consulting initiatives with research, analysis, and documentation.

Proactively identify risks, foresee operational challenges, and provide strategic solutions.

Assist in creating high-quality PowerPoint presentations and reports for internal and external stakeholders.

Handle basic IT system management tasks, including integrating financial software and streamlining processes.

Assist in improving financial workflows and automation within the company.

3+ years of experience in financial operations, investment banking, or consulting.

Accounting knowledge is a MUST – strong understanding of bookkeeping principles and financial reporting.

Project management skills are essential – ability to manage multiple projects simultaneously.

Strong proficiency in QuickBooks, Expensify, and general financial operations tools.

Excellent PowerPoint and presentation skills.

Strong problem-solving skills with the ability to foresee issues and offer proactive solutions.

Exceptional communication skills, with the ability to liaise effectively with stakeholders.

Flexible and adaptable to a fast-changing start-up environment.

Experience in IT system management and integrations is a plus.