Finance Virtual Assistant

View full description

Requirements:

• Proficiency in QuickBooks, Buildium, and InvestNext (or willingness to learn).
• Prior experience in real estate, property management, or investment finance is a plus.
• Experience handling investor distributions and reconciliations.

Responsibilities:

• Send transactions to bookkeepers, transfer cash within bank accounts monthly, process partner distributions, process rental owner draw checks and security deposit refunds, and monitor bank accounts to track tenant payments received via check and ACH.
• Identify and categorize transactions for bookkeepers, pay sales tax to the Florida Department of Revenue monthly, approve and pay bills in Buildium, input and process bills in QuickBooks, and conduct credit card audits to ensure accuracy.
• Calculate and pay investor distributions through InvestNext (training provided), manage payroll processing and ensure timely payments, pay bills requiring manual credit card entry, and create payable reimbursements.
• Cross-check bills against estimates for accuracy, ensure owner draw approvals are properly documented, and assist in underwriting real estate deals (optional but preferred).