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Administrative
Office Manager
Brookfield, CT

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We Need A CFO

Part-Time Executive Assistant / Office Manager

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Job Description

Part-Time Executive Assistant / Office Manager We Need A CFO Brookfield, CT Job Details Part-time $26.97 - $32.48 an hour 10 hours ago Qualifications Microsoft Excel Microsoft Outlook Zoom Executive administrative support Client invoicing QuickBooks Video conferences (communication methods) Full Job Description Part-Time Executive Assistant / Office Manager We Need A CFO | Brookfield CT About Us We Need A CFO is an outsourced CFO, accounting and tax firm. We serve growing businesses, nonprofits and individuals, including international companies setting up US operations. We're looking for an organized, reliable Executive Assistant to support our founder and keep the practice running smoothly. What You'll Do Billing, time tracking and collections Manage the firm's client billing: prepare and send invoices on a regular schedule, whether hourly, fixed-fee or monthly Track team time and make sure hours are entered completely and on time for accurate billing Monitor accounts receivable, send payment reminders and follow up with clients on overdue balances Record client payments in QuickBooks and keep billing records up to date Prepare regular reports on billings, collections and outstanding balances for the founder Executive support Manage the founder's Outlook calendar, inbox and scheduling with clients, partners and the team Coordinate client meetings on Zoom and Microsoft Teams and make sure the technical side runs smoothly Draft, proofread and format client emails, letters and reports Arrange business travel when needed Client and practice support Request, collect and organize client documents, and follow up on anything still missing Prepare and send engagement letters and other documents through DocuSign, and track signatures Track deadlines across many client engagements, especially during tax season and extension periods Keep client files and records organized, accurate and confidential Office management Answer phones and greet visitors professionally Manage office supplies, vendors, software subscriptions and filing systems Help plan occasional client and team meetings or events What We're Looking For 2+ years of experience as an executive assistant, administrative assistant, office manager or billing coordinator Hands-on experience with client billing, invoicing and accounts receivable collections Experience in an accounting, CPA, tax, law or other professional services firm is a strong plus Comfortable following up with clients on overdue payments in a firm but professional way Highly organized and able to manage many clients and deadlines at once Clear, professional written and verbal communication Proficient in Microsoft Office (Outlook, Word, Excel); comfortable with Zoom, Teams and DocuSign QuickBooks experience strongly preferred; experience with time-tracking or practice management software a plus Strong attention to detail in billing, proofreading and data entry Discretion with sensitive client financial and tax information Able to work independently and take initiative Schedule [e.g., 20-25 hours/week, Monday-Friday, with some flexibility to increase hours January-April and around extension deadlines] Why Join Us Work directly with the founder of a growing firm Exposure to a wide range of industries and clients, including international businesses Flexible part-time schedule Opportunity to grow with the firm
To Apply:
Submit your resume and a few sentences on why you'd be a good fit.
Pay:
$26.97 - $32.48 per hour Expected hours: 15.0 - 25.0 per week
Work Location:
In person