Data Entry and Book keeping

We are seeking a meticulous and proficient Virtual Assistant with expertise in financial data management. The successful candidate will be tasked with cross-referencing data between QuickBooks and Excel, ensuring accuracy in matching expenses with bank transactions, and providing daily summaries of budget tracking. This role is integral in assisting with the company’s financial transparency, ensuring we can make informed decisions to drive forward. Our company is a staffing agency, limo black car service, and short-term rental agency. Alot of opportunity to advance in our company.

Responsibilities:

Data Cross-Referencing: Extract and match data between QuickBooks and Excel, ensuring consistency and accuracy.

Expense Management: Match company expenses in QuickBooks with bank transactions, identifying and resolving any discrepancies promptly.

Budget Tracking: Provide a detailed daily summary of budget allocations, actual expenses, and deviations. Provide daily updates.

Employee Profit and Expense Reporting: Monitor and report on the profitability and expenses associated with each employee, aiding in performance evaluations and budgetary adjustments.

Data Visualization: Create intuitive pie charts, graphs, and other visual aids to represent financial data clearly. Use concise templates to make data easily understandable for stakeholders at all levels.

Continuous Improvement: Recommend improvements for expense tracking, budgeting, and financial reporting based on data insights.

Regular Updates: Engage with relevant teams or individuals to provide regular updates and gather any additional financial data as required.

Qualifications:

Proficiency in QuickBooks and Microsoft Excel.
Preferred experience with Click to view (CRM)
Experience in financial data analysis, budgeting, and expense tracking.
Strong analytical and problem-solving skills.
Exceptional attention to detail.
Ability to work autonomously and manage time effectively.
Familiarity with creating visual aids, such as pie charts and graphs, for financial representation.

Goal is to work together to catch up old data and create a seamless process that allows me to focus on company growth not operations. When this is achieved there will be even more opportunities!!

FOR A RESPONSE PLEASE SEND THE FOLLOWING:

1. Zoom username/email
2. Examples of previous data projects on excel.
3. Please include a picture of a taxi car (So I know you read the message 🙂