Executive Operations & Accounting Specialist

We are seeking a highly organized, proactive, detail-oriented, and solutions-driven Executive Operations & Accounting Specialist to support C-level executives and the broader organization across executive support, accounting, operations, and process improvement.

The ideal candidate is a strong problem-solver who can work independently, manage competing priorities, maintain accurate financial records, and improve business processes through effective documentation, systems, and automation.

Key Responsibilities

• Provide administrative and operational support to C-level executives, including follow-ups, reports, documentation, and coordination.
• Manage Accounts Payable (AP) and Accounts Receivable (AR) processes, including invoice review, payments, collections, reconciliations, and vendor/customer communication.
• Perform bank, credit card, and general ledger reconciliations and support month-end and year-end close.
• Prepare financial reports, dashboards, and analysis to support executive decision-making.
• Create, document, implement, and maintain SOPs across accounting and operational processes.
• Identify inefficiencies, recurring issues, and opportunities for automation and process improvement.
• Manage and maintain data within ERP, CRM, and accounting systems, ensuring accuracy and data integrity.
• Support ERP implementations, system improvements, reporting, and workflow optimization.
• Collaborate cross-functionally with Finance, Operations, Sales, Customer Service, and external accounting partners.
• Maintain confidential financial, operational, and executive information with discretion.

Qualifications

• 4+ years of experience in accounting, finance, operations, executive support, business administration, or a related field.
• Experience supporting C-level executives or senior leadership.
• Hands-on experience with AP, AR, reconciliations, and financial reporting.
• Strong understanding of accounting principles and day-to-day financial operations.
• Experience creating SOPs and improving business processes.
• Experience working with ERP, CRM, accounting, or business management systems.
• Strong proficiency in Microsoft Excel and/or Google Sheets.
• Strong written and verbal English communication skills.
• Excellent organizational, analytical, and time-management skills.
• High attention to detail and commitment to accuracy.
• Strong problem-solving and decision-making abilities.
• Self-starter who takes ownership and works independently.
• Ability to manage confidential information professionally and discreetly.

Preferred Qualifications

• Experience with ERP implementations, migrations, or system optimization.
• Experience with workflow or process automation tools.
• Experience working with external accountants, bookkeepers, or financial professionals.
• Core Competencies
• Executive Support & Ownership
• Accounting & Financial Accuracy
• Process Improvement & Automation
• Organization & Time Management
• Problem Solving & Decision Making
• Systems & Technology
• Communication & Collaboration
• Analytical Thinking
• Flexibility & Adaptability
• Attention to Detail