Personal Finance Accountant

We are seeking a detail-oriented and highly organized Bookkeeper / Executive Administrative Assistant to support both the day-to-day accounting functions of the company and the personal financial affairs of company ownership. This is a dual-function role well-suited for someone who thrives in a small, close-knit environment, takes ownership of their responsibilities, and brings a high degree of accuracy and discretion to everything they do.

• Maintain accurate financial records using Quick Books (desktop or online)
• Process accounts payable and accounts receivable
• Reconcile bank statements, credit card accounts, and general ledger accounts
• Prepare and distribute monthly financial reports
• Assist with payroll processing and related filings
• Coordinate with outside CPA or tax advisor as needed
• Manage and ensure timely payment of personal bills, invoices, and recurring expenses
• Track personal accounts and maintain organized records
• Coordinate with financial advisors, banks, and vendors as directed
• Handle confidential financial matters with the utmost discretion

• Manage calendars, correspondence, and scheduling for leadership as needed
• Organize and maintain financial and administrative files
• Handle special projects, errands, and ad hoc requests from ownership
• Serve as a reliable point of contact for vendors, clients, and service providers

• 2–5 years of bookkeeping or accounting experience preferred
• Proficiency in Quick Books (certification a plus)
• Strong command of Microsoft Office, particularly Excel
• Exceptional attention to detail and organizational skills
• Ability to handle sensitive and confidential information with professionalism
• Strong written and verbal communication skills
• Self-starter with the ability to manage multiple priorities independently
• Bachelor's degree in Accounting, Finance, or Business preferred — relevant experience considered in lieu of degree