Accounting Operations and Executive Support Professional

Description

The Accounting Operations & Executive Support Professional will support the CEO with day-to-day operational and financial activities, including financial reporting, tender and proposal responses, and board package preparation.

Key Responsibilities

• Aid the CEO with operational, financial, and administrative tasks.
• Coordinate tender and proposal responses.
• Analyze and assist with financial reporting and accounting documentation.
• Manage outsourced accounting providers for timely and accurate financial processes, including QuickBooks management and reconciliation.
• Prepare and review board meeting materials, presentations, and packages.
• Maintain financial records, inventory tracking processes, and ensure compliance with company policies.
• Support budgeting, forecasting, and financial analysis activities.
• Participate in month-end and year-end close activities in collaboration with external accounting partners.
• Create reports, spreadsheets, and operational summaries for executive management and board.
• Maintain confidentiality of financial and business information.
• Provide general operational and administrative support as needed.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
• Minimum 3–5 years of accounting, finance, or business operations experience.
• Strong understanding of financial reporting and accounting principles.
• Experience working with outsourced accounting or bookkeeping providers preferred.
• Ability to support executive-level operations and strategic initiatives.
• Strong analytical, organizational, and communication skills.
• Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
• Experience preparing executive or board-level reporting materials is a plus.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Skills

• Financial reporting and analysis.
• Process improvement and operational efficiency.
• Executive support and project coordination.
• Tender and proposal response support.
• Board package preparation.
• Vendor and outsourced accounting coordination.
• Strong attention to detail and problem-solving capabilities.

Work Environment

This position is based in California and may require occasional in-person meetings with leadership, external accounting partners, and other stakeholders.

Additional Preferred Experience

• Experience using QuickBooks accounting software.
• Familiarity with inventory management operations and inventory controls.
• Experience supporting inventory reporting, tracking, and reconciliation activities.

Pay

The salary range for this position is $95,000.00 to $110,000.00 annually.