Personal & Business Financial Manager

Posted 15 hours ago

Worldwide

Summary

We are looking for a sharp, reliable Accountant or Financial Manager to oversee both business and personal finances. You will handle cash flow, correct errors, manage year-end taxes, and help plan future investments. Key Responsibilities: Financial Oversight: Track and reconcile all incoming and outgoing funds (business and personal). Audit & Correct: Review records, fix discrepancies, and maintain clean bookkeeping. Tax & Billing: Manage invoicing, accounts payable/receivable, and end-of-year tax prep. Investment Strategy: Advise on cash allocation and long-term investment opportunities. Requirements: Proven experience in accounting, bookkeeping, or fractional CFO roles. Expertise in software like QuickBooks or Xero. Strong knowledge of year-end tax requirements and growth planning. High attention to detail and trustworthy communication. To Apply: Briefly share your experience handling mixed business/personal accounts and your familiarity with year-end tax prep.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $20.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Business Plan
Financial Analysis
Nice-to-have skills
Business Writing
Financial Accounting
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 7, 2020
  • United States
    Houston4:44 PM
  • $51K total spent
    32 hires, 8 active
  • 9,004 hours
  • Art & Design
    Mid-sized company (10-99 people)

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