Finance VA

Financial Operations Manager (Virtual)
Employment Type: Part-Time (with potential to grow into Full-Time)
I’m looking for a highly organized, proactive Financial Operations Manager to help oversee both my business and personal financial organization. This is more than a bookkeeping role—I’m looking for someone who can help me build strong financial systems, keep me accountable, present clear financial insights, and help me make informed financial decisions as my business grows.
My businesses include a luxury salon and spa, content creation, music, and e-commerce. I need someone who enjoys working with numbers, creating systems, and keeping finances organized.
Responsibilities
? Manage monthly and annual budgets
? Monitor cash flow and provide regular financial updates
? Organize and manage business and personal bills
? Ensure bills are scheduled and paid on time (with my approval where required)
? Build and maintain financial dashboards
? Track income, expenses, profit, and savings goals
? Create weekly and monthly financial reports
? Track debt balances, payment schedules, and payoff progress
? Monitor subscriptions and recurring expenses
? Categorize expenses and reconcile financial records
? Organize receipts and financial documents
? Assist with forecasting and budgeting for future projects
? Track investment accounts, contributions, and portfolio performance, and prepare reports (no investment advice unless appropriately licensed)
? Coordinate with my CPA or tax professional by preparing organized financial records
? Identify opportunities to reduce unnecessary expenses and improve financial efficiency
? Maintain complete confidentiality with all financial information
Preferred Skills
? Bookkeeping
? Financial management
? Budget planning
? Cash flow management
? Financial reporting
? QuickBooks Online (preferred)
? Microsoft Excel
? Google Sheets
? Financial dashboard creation
? Debt tracking
? Expense management
? Bank reconciliation
? Payroll experience (preferred)
? Strong analytical skills
? Excellent organizational skills
? High attention to detail
? Strong communication skills
The Ideal Candidate
I’m looking for someone who:
? Thinks like an owner, not just an assistant.
? Is proactive and brings ideas for improving financial organization.
? Enjoys building systems and tracking progress.
? Can explain financial information in a simple, easy-to-understand way.
? Is trustworthy, dependable, and maintains strict confidentiality.
? Wants to grow with a long-term business.
Success in This Role
Success means helping me gain complete visibility into my finances through organized systems, accurate reporting, thoughtful budgeting, and consistent financial accountability. I want to spend less time worrying about my money and more time growing my businesses, knowing my financial operations are organized and running smoothly.