Personal Finance Reconciliation & Reporting Assistant

I’m looking for a detail-oriented assistant to help maintain and organize my personal financial overview on an ongoing monthly basis. I am primarily looking for someone who is highly organized, trustworthy, proactive, and comfortable reconciling accounts and maintaining accurate financial visibility across multiple accounts. Responsibilities will include: * Reconciling bank and credit card accounts * Categorizing transactions accurately * Cleaning up uncategorized or duplicate transactions * Maintaining consistent categorization rules * Tracking transfers between accounts appropriately * Helping maintain a centralized monthly financial overview * Providing simple monthly summaries/reports of spending, savings, investments, and major financial activity * Flagging unusual charges, subscription increases, or inconsistencies Accounts may include: * Personal accounts * Savings accounts * Investment/retirement accounts * Real estate-related accounts * Limited business-related financial visibility for tracking purposes Please note: This is NOT a financial advising, tax preparation, or CPA role. I am decidedly not looking for any of the following: * Tax filing or tax strategy * Investment advice * Budget coaching * Payroll or accounts payable/receivable management * Full business bookkeeping Ideal candidate: * Has prior bookkeeping and reconciliation experience * Is comfortable working independently with minimal oversight * Is highly detail-oriented and organized * Communicates clearly and concisely * Is trustworthy and comfortable handling sensitive financial information * Has experience with personal finance/accounting software (Monarch, Rocket Money, QuickBooks, spreadsheets, etc.) This will begin as a small recurring monthly role, likely a few hours per month after initial setup/cleanup. Confidentiality/NDA required.