Finance Assistant (U.S.)

Job Title: Finance Assistant

Role: Finance Assistant

Reports to: Bookkeeper

Compensation: Up to ₹ 55,000/year , depending on experience

Schedule: Hours for this position are 8AM to 5PM Pacific Time (8:30PM to 5:30AM IST)

This is a remote role

Position Description and Purpose: Are you someone with experience in finance/finance support? This role at a fast-paced, boutique IT firm may be for you. We are looking for an experienced candidate in the field of finance/finance support.

You will be tasked with data entry tasks to support our bookkeeper as she handles invoicing clients and reconciling charges. Accuracy and attention to detail are paramount in this role. You should be someone who obsesses with accuracy and triple-checks things as matter of course. You will be working closely with the Bookkeeper and the Director of Operations.

• Data Entry Essential Skills
  • Experience with QuickBooks is required (QuickBooks Online preferred)
  • Experience with Airtable, Asana, Microsoft Office and Excel preferred
  • Attention to detail
  • Excellent typing and computer skills
  • Strong organizational skills
  • Customer service skills
  • The ability to use email in a professional setting 

1. Data Entry – 70%:

• Enter text and figures into company spreadsheets and/or databases
  • FedEx shipping charges - entering charges from FedEx site invoices to PO log, update PO log and flag for billing.
  • Amazon / Ingram orders - entering charges from site invoices to PO log, update PO log and flag for billing.
• Handle confidential information and data
• Maintain database by entering new and updated customer and account information
• Establish entry priorities
• Other data entry duties as assigned

1. Projects – 20%

• Assist as necessary on office management tasks
• Special projects as assigned (e.g., migrating to new finance and operations systems)

1. Leadership Responsibilities – 10%:

• Exemplify and champion superior client communication and service.
• Emphasize quality, continuous improvement and high performance.
• Enact and champion company policies.
• Track, route, and redirect issues to correct resources and internal team for support.
• Balance support ticket threads, task execution and project work for timely completion.
• Escalate questions in a timely manner.
• Adhere to workflow best practices: attention to detail, thoroughness and follow-through.
• Train and mentor team on proper documentation and workflow processes to ensure accurate and timely entry of data and invoicing.