Accounting and Technology Executive Assistant

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TYPE OF WORK

Any

SALARY

Negotiable

HOURS PER WEEK

40

DATE UPDATED

Jul 25, 2025

JOB OVERVIEW

Remote Assistant Job Ad

About Us:

We are a leading innovator fintech and mortgage industry expert, dedicated to transforming financial services through cutting-edge technology and operational excellence. As we continue to grow, we are looking for a dedicated and analytical Executive Assistant to support our CEO in developing advanced workflow processes and automations.

Job Description:

As the Executive Assistant to the CEO, you will play a crucial role in enhancing our operational efficiency. You will work closely with the CEO to develop and implement automation strategies and streamline workflow processes. Your expertise in Microsoft Excel, including VBA programming and advanced formulas, along with accounting and ---------- automations, will be essential to our success. This remote position demands a high level of responsibility, reliability, and professionalism.

Key Responsibilities:

* Develop and maintain advanced Excel formulas and VBA programs for data analysis and reporting.

* Convert PDF statements into Excel and perform monthly accounting reconciliations.

* Prepare financial statements and manage financial data accurately.

* Collaborate with the CEO to design excel based financial calculation tools and implement automation and workflow processes using ---------- , and other API integrations.

* Conduct in-depth research and provide analytical insights to support strategic decision-making.

* Assist in managing and overseeing sensitive, confidential, and personal projects.

* Facilitate seamless communication and coordination across various departments.

* Perform ad-hoc tasks as required by the CEO.

Qualifications:

* Expertise in Microsoft Excel: Advanced knowledge of formulas, VBA programming, data analysis, and spreadsheet management.

* Background in Accounting: Strong understanding of accounting principles, financial data management, and experience in financial statement preparation.

* Experience with ---------- Automations: Proven ability to design and implement automation workflows within ---------- .

* Analytical Skills: Ability to conduct research, analyze data, and provide actionable insights.

* Professionalism and Reliability: Strong organizational skills, attention to detail, and a high degree of responsibility.

* Remote Work Experience: Demonstrated ability to work effectively in a remote setting.

Requirements:

* Provide sample work demonstrating your expertise in Excel (including VBA programming and formulas), accounting, and ---------- automations.

* Successfully pass a background check.

* Submit all required identification for application processing.

* Availability for full-time remote work with flexible hours as needed.

How to Apply:

If you meet the qualifications and are excited about the opportunity to work with a leading fintech and mortgage industry expert, please submit your resume, cover letter, and sample work to ----------

In your cover letter, please describe your experience with Excel (including VBA programming and formulas), converting PDF statements to Excel, monthly accounting reconciliation, financial statement preparation, and ---------- automations. Explain why you would be an ideal fit for this position.

Join us in shaping the future of the mortgage industry through innovation and technology. Apply today!

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