Finance Assistant

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🕒 2 days ago

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CoWorq

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

🤝 B2B

🎯 Recruiter

B2B • Recruitment

CoWorq is a B2B outsourcing and virtual assistant company that helps founders and CEOs scale by providing vetted virtual assistants, systems setup, onboarding, and fractional executive support. They offer tiered 'Momentum' packages — from one-time strategy and dedicated weekly VAs to ongoing quarterly support and C-level advisory — plus VA sourcing, matching, and ongoing operations alignment. CoWorq emphasizes ethical, people-driven outsourcing and empowerment of Filipino remote professionals while focusing on operational clarity, delegation, and leadership enablement.

📋 Description

• QuickBooks Management: Independently handle daily transaction downloads, categorization, and rule configurations from Day 1. • Monthly Closes: Own and complete the comprehensive monthly close and account reconciliations by the 10th of every month. • AP/AR & Compliance: Manage invoice entries, monitor preliminary construction lien thresholds, and flag qualifying projects for Level Set. • Collections Administration: Process collections professionally and neutrally, managing overdue accounts, bond recoveries, and CSLB complaint filings. • Communications & Insights: Independently run the finance inbox, submit an End-of-Week progress report, and provide weekly numbers reports that explain what the data actually means for the business.

🎯 Requirements

• Proven Experience: 2+ years of dedicated experience in a Finance Assistant, AP/AR, or Bookkeeping role. • Industry Know-How: Deep familiarity with US construction industry billing practices (prelims, lien releases, and change orders). • Software Mastery: Advanced, standalone proficiency in QuickBooks Online with zero ramp-up time required. • The "Skilled Executor" Mindset: You take immense pride in clean ledgers, accurate data, and doing foundational bookkeeping exceptionally well (this is an operational role, not a CFO/Controller position). • Proactive Communication: Flawless C1/C2 verbal and written English. You communicate transparently, flag anomalies early, and collaborate comfortably using WhatsApp as the primary real-time channel.