Fractional CFO – Finance-Focused Virtual Assistant

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🔥 38 minutes ago

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Unique Genius Hiring

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Unique Genius Hiring is a staffing agency focused on recruiting and developing elite-level Virtual Assistant talent and "Strategic Partners" in the Philippines. They position themselves as more than a typical VA agency, targeting high-level business leaders and visionary teams by selecting candidates who "think like operators, lead like integrators," and can function as strategic partners to founders and executives. Their public presence emphasizes recruiting top Philippine talent and preparing them to operate at a senior, integrator-level within B2B leadership teams.

📋 Description

• Clean up messy books resulting from a six-month gap in oversight • Extract and reconcile accurate accounts receivable (AR) data directly from the CRM (Proline) • Deliver ongoing weekly financial reporting to maintain consistent financial visibility • Support forecasting preparation and ongoing forecast maintenance • Manage AR tracking and AP support, including invoices, recurring expenses, and job costing • Own QuickBooks as the primary bookkeeping platform • Clean up and manage CRM (Proline) data • Answer phone calls after the office closes, during the evening call window • Respond to general/common questions from callers • Capture leads and log every call in Proline with clear, detailed notes • Create follow-up tasks and define next steps for each call to ensure no lead is dropped

🎯 Requirements

• Real finance or accounting experience, beyond basic data entry or light bookkeeping • Demonstrated ability to own financial reporting and visibility end to end, not just execute isolated tasks • Comfortable working independently to untangle and correct disorganized financial records • Strong attention to detail and consistency, especially when reconciling CRM and accounting data • Clear, professional phone and written communication for after-hours caller interactions • Proline CRM experience preferred; willingness and aptitude to learn it is required if not already known • Growth-oriented: open to taking on marketing, admin, or operations responsibilities as the role evolves

🏖️ Benefits

• N/A