GENERAL SUMMARY:

This person reports directly to owners. The position covers all aspects of Personal and Business Finances and Accounting, as well as the skillful management of the Owners' Personal Affairs. We are looking for a self-motivated, organized individual who desires to work flexible hours from home. Your mission will be to make sure our finances are always in order, and to make our lives as easy and as organized as possible, while giving us confidence that everything is accurately and timely being taken care of.

Basic Accounting Functions: The position is responsible for the accounting operations of owners' personal entities and finances. This includes all accounting/ bookkeeping functions, financial reporting, cash management, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, and ensure that reported results comply with generally accepted accounting principles. Besides the tactical duties, this person is also responsible for developing and maintaining strong relationships and effective communications on behalf of the Owners with Bankers, CPA, Vendors, and others.

Accounting Responsibilities:

Annual budgets for all entities
Asset Summary management and monthly updates
Monthly financial reporting with budget variance notes
Accounts receivable
Accounts payable: Ensure payments are timely and accurate and meet discount periods. Annual vendor price/product comparisons.
Bank reconciliations
Provide CPA firm with all information as required
Journal entries
Cost controls and cost reduction opportunities
Tracking / proactive approaches
Other tasks as required

Personal Assistant Functions include: The position is responsible for planning, directing, and managing the Owners personal affairs including all assigned tasks and projects. Many of the Personal Assistant functions are varied and dependent on Owners’ needs at that time. As part of the position, this person is expected to develop “tools” and methods of performing functions to add efficiency and service for the Owners.

Personal Assistant Responsibilities:

Document Management: Collect and process mail. Maintain security and organization of physical and electronic information.
Scheduling / Planning: Maintain Owners personal schedules, provide reminders, and take initiative to prepare and assist. Prepare travel and meeting arrangements.
Coordination / Tracking: Coordinate and track assignments (internal and assigned or hired out). Maintain asset logs (such as: automobiles, insurance, registrations, taxes, bill, budgets) to compare and proactively address changes.
House Management: Identify, schedule, and track home maintenance and repairs. Oversite with regular onsite inspections in Owners’ absence. Coordinate and oversee related vendors, handyman, and residence caretakers.
Project Management: Plan and execute special projects as requested.
Additional Assistance as needed.

Objectives:

Ensure everything is completed timely and accurately. Owners should have minimal daily involvement.
Provide regular feedback to keep Owners informed of the status of regular tasks, issues, projects, and assignments

Job Type: Part-time (weekly average of 10 to 20 hours)

Pay: Freelance hourly rate based on experience. Range: $35 to $50 per hour.

Minimum Job Requirements:

Bachelor’s degree in Accounting
10 years or more of Accounting experience.
Highly Proficient with QuickBooks desktop and online.
Proficient in Excel.
Demonstrated organization and time management skills.
Proven ability to perform accurate work with great attention to detail.
Problem solving skills, including determination and ability to resolve conflicts and disputes.
Strong interpersonal skills, including effective written and verbal communications.
Home office with ability to work independently, manage multiple projects, stay focused, and meet deadlines while maintaining flexibility for changing priorities.
Solid knowledge of personal computers.
Teamwork and service mentality.
Live within 20 minutes of College and McGregor intersection in Fort Myers.
Have dependable transportation.
Background check

· Flexible schedule

· Remote work environment

· Bonus opportunities

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