Financial & Operations Audit Virtual Assistant

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TYPE OF WORK

Part Time

SALARY

6/hr

HOURS PER WEEK

5

DATE UPDATED

Jun 15, 2026

JOB OVERVIEW

About the Role
We are looking for a highly detail-oriented and reliable Virtual Assistant to support financial accuracy and operational follow-through across the business.
This role goes beyond completing tasks—you will be responsible for auditing, verifying, and ensuring that financial and operational processes are executed correctly and on time. You will help bring structure, accountability, and precision to a fast-moving environment, ensuring nothing is missed and all data is accurate.
This role operates within 8:00 AM – 6:00 PM EST.
Compensation is hourly, up to $6/hour, based on active work performed.
Availability during this window is required, with flexibility depending on workload. This is a part-time role starting at up to 5 hours per week, with potential for growth as trust is built. You may work with other clients.

Qualifications

Character – High Trust
You are reliable and honest. You take ownership of your work and handle financial and business information with care and integrity.

Teachable – Humility
You are open to feedback, willing to learn, and able to adjust quickly when processes change.

Competence – Experience
You have experience in bookkeeping, financial tracking, or administrative support and can confidently review and verify data with accuracy. Experience with QuickBooks, CRM tools, and basic accounting principles is required.
This role involves access to sensitive financial data. Accuracy, discretion, and consistency are non-negotiable.

Core Responsibilities
Audit and verify invoices for accuracy, including checking calculations
Track and review profit and loss for each job
Ensure invoices are sent within 48 business hours after job completion
Review bookkeeping entries and flag discrepancies
Follow up with clients regarding invoices, missing information, or clarifications
Monitor project issues and send follow-up reminders as needed
Ensure processes are followed and nothing falls through the cracks
Maintain accurate records and support overall operational accountability

Communication & Workflow Expectations
Respond to messages within 15 minutes during working hours
Accurately track hours worked
Notify the client immediately upon reaching 5 hours in a week
Once tasks are complete, proactively move on to other client work
Self-manage workload without requiring constant oversight

Performance & Accountability
Maintain a high level of accuracy and attention to detail at all times
Be open to a third-party performance audit once per year
Ensure time spent aligns with expected output and industry standards
Take ownership of work quality, consistency, and reliability

What Success Looks Like
Invoices and financial records are accurate and verified
Deadlines are met consistently, especially for invoicing timelines
Issues and discrepancies are identified early and resolved quickly
Nothing is missed, delayed, or overlooked
The business operates with greater financial clarity and accountability

***Application Requirements***
To be considered, please complete all of the following:

1. Loom Video (2–3 minutes)
Please submit a Loom video introducing yourself. Share your name, age, and a brief overview of your current background or life situation (for example: student, working professional, career transition, etc.).

2. Written Response (3–5 sentences)
Describe a time when you had to review work for accuracy (your own or someone else’s) and found an error, discrepancy, or missing detail. What did you do to fix it, and how did you make sure it didn’t happen again?

AI Policy: AI tools are encouraged to assist with writing, organization, or research tasks. However, we prefer that it NOT be used for direct communication with tea ---------- mbers. We are committed to genuine human connection, ensuring all interactions feel authentic and organic. We are not looking for PERFECT, we are looking for Human. :)

Why This Role Matters
This role is built on a simple principle: accuracy and accountability create stability in a business. Your role is to help ensure that financial data and operational processes are correct, consistent, and reliable.
By bringing precision and follow-through, you allow the business owner to make better decisions and operate with confidence. When you do this role well, you are not just checking work—you are protecting the integrity of the business.
If you take pride in accuracy, are proactive in catching mistakes, and value being someone others can rely on, we’d love to hear from you. Please send us a message with your Loom link, written response, and your email.

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