Financial Operations Assistant
Job Title: Part-Time Financial Operations Assistant (Independent Contractor – Saturdays Only, 4 to 8 Hours/Month)
Pay: $20 – $25 / hour (Depending on experience) Location: Austin, TX – In-Person Only Position Type: Independent Contractor / Long-Term Part-Time (4–8 hours per month)
Job Description:
Seeking an organized, detail-oriented accounting student, intern, or administrative specialist for a long-term, ongoing partnership. This role is structured as an independent contractor position supporting the bookkeeping needs of a small real estate brokerage firm and other associated financial activities I manage. Work is performed in-person on Saturdays only, typically one to four shifts per month.
Key Responsibilities:
• Ongoing Data Matching: Reconcile monthly bank and credit card statements directly against physical and digital receipts for all cash flow across personal accounts, rental properties, the small brokerage, and independent contractor business activities.
• Income & Expense Categorization: Categorize and code all cash flow across personal finances, W‑2 employment records, independent contractor business activities, rental properties, and small brokerage operational accounts.
• Reporting Support: Maintain an ongoing financial spreadsheet utilizing Excel pivot tables, profit and loss statements, and balance sheets, formatted cleanly for a CPA’s year-end tax preparation.
• System Maintenance: Manage data entry within Quicken to ensure the personal, rental, independent contractor, and small brokerage financial systems remain organized and up to date.
• Mileage Reimbursement: All work-related travel is reimbursed at the current GSA mileage rate.
Requirements & Security Screening (Mandatory):
• Proficiency with Quicken and advanced Excel skills (must know how to build and format pivot tables).
• Must provide a physical copy of a valid Driver’s License and current Student ID upon hire.
• Must provide at least one professional or academic reference.
• Must sign a standard Non-Disclosure Agreement (NDA) before accessing any financial documents.
• Must be dog-friendly (work is performed in a home office with a friendly dog present).