Personal Assistant and Certified Accountant and Sales Data Specialist is a key support position.
In the Sales Data Specialist, you will be responsible for managing the sales data (tracking of calls and outcomes of sales people activities and daily/weekly/monthly reports and reporting across the company.
You will be responsible for sales tracking and weekly accounts payable and receivables (invoices).
In the Personal Assistant role, you will intimately support the CEO, Vanessa Horn, with duties related to coordinating appointments (to involve calling and coordinating with US-based companies), managing her calendar, monitoring her email and making travel arrangements.
In the Certified Accountant Role, you will maintain Quickbooks categorizing of expenses to help maintain our books for our CPA.
In this role, you must be a dependable team member who is committed to serving both the company, our clients, and our executive staff. You will be privy to confidential information about our finances and our team, and we will be relying on you to look out for the best interests of our financial health.
The ideal candidate will have a strong background in accounting and Quickbooks, managing all phases of the accounting (AR, AP, General Ledger, P&L, Balance Sheet, etc) using GAAP (Generally-Accepted Accounting Procedures). Experience with US tax accounting is a huge plus.
You must have a meticulous eye for detail, spreadsheets, and accuracy. Getting the details right is your passion!
Job responsibilities include:
** Reviewing and reconciling bank and credit card accounts, processing payments to external partners and maintaining updated records of invoices and receipts.
** Track incoming payments from clients.
** Manage payment obligations to contractors.
** Reconcile financial statements monthly and maintain monthly reporting.
** Keep on top of sales data daily based on Sales Persons activities and make sure weekly and monthly reports are accurate.
** Manage invoicing and collections.
** Identify and address invoice discrepancies.
** Report on the status of accounts payable and receivable.
** Monitoring accounts for fraudulent activity.
** Manage professional and personal scheduling for CEO, including agendas, mail, email, calls, travel arrangements, client ** management
** Maintain the CEO’s calendar in a thoughtful and purposeful manner, ensuring meetings contain the appropriate attendees, agenda items, and any changes are done with full consideration of a nationwide/worldwide team, spanning multiple time zones.
** Manage, coordinate, and arrange travel-related activities, including hotel booking, transportation, and meal coordination.
** Read emails and prepare outgoing mail or correspondence.
Experience includes:
** Proven work experience as an Accounts Administrator or similar role
** 3+ years of combined experience in Finance, Accounting or relevant field
** Hands-on experience with Quickbooks.
** Experience in Accounts Payable and Accounts Receivable.
** Advanced knowledge of Excel or Google Sheets (using financial formulas and creating spreadsheets)
** Good knowledge of bookkeeping procedures and debt collection regulations.
** Advanced experience in Excel and data management for reports, budgeting, etc.
Tech Requirements:
Computer – at least i5 or equivalent with 8gb RAM
Internet Speed – At least 50 MBPS Download speed
Familiarity with Google Suite (gmail, calendar and Google Docs)
Familiarity with Quickbooks online
Our Values
When we “Sell” our agency to clients, we make promises of how we will engage with them and their clients. Since we are acting as the face and voice of their brand on our sales calls, it is important that our Sales Team embodies the values we sell. They are as follows:
Classy – Our method is called The Classy Close. Therefore, it is important that our entire team conduct themselves in a classy, sophisticated and professional manner. That means that we conduct our sales calls in a way that honors others and reflects well on our Clients. That also means not speaking poorly about anyone else on the team, in a client’s company, or a client’s competitor. This means conducting ourselves in a way that if our sales call, conversations, or meetings were broadcast on a billboard, we would be proud of how we showed up. This means maintaining a professional image and background and showing up punctually for meetings and sales calls.
World Class Experience – We pride ourselves in being a boutique Sales Agency that engages as a partner with our clients. We focus on Quality over Quantity of Clients that we take on. We aim to bring in only the best clients into our Client’s programs. We do not require long-term contracts with our clients, but instead want to create such a fabulous experience that they never want to leave. And for that reason, we have had some accounts that we have maintained for years.
Being World Class also means that we show up from a place of service to our clients, their prospects and each other as a team. We have each other’s back.
Psychological and Emotional Safety – We value an environment that creates Psychological and Emotional Safety for individuals. This includes within the team and for prospects. It means that we treat others with respect and speak in a manner that assumes they are intelligent and have good intentions. Behaviors of shaming, guilting or speaking down to anyone is the antithesis of psychological and emotional safety.
Personal Responsibility – We believe in the power of taking personal accountability and its contribution to personal and business growth rather than looking to blame someone else.. We are committed to fostering a culture that encourages individuals at all levels to look for how they can take ownership of their actions, decisions, and the consequences of those actions and decisions even if the outcome was not intended to turn out how it did. We understand that true growth and transformation begins with owning our choices, and we strive to embody this value in everything we do. We learn from our mistakes and commit to incorporate any learnings we can take from it into any SOP’s or playbooks.
Commitment to Personal Growth – We value an organization that is committed to always learning and growing and contributing to each other. We want to be quick to implement, quick to ask questions and receive feedback, and quick to share our learnings. No matter how many years of experience or millions we have sold, we value learning. We can always learn from each other and from other mentors, therefore, we encourage you to dedicate time each week to improving your skills.
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This is a full-time position,
Work hours are flexible but to be conducted between 9am to 9pm EST daily
Salary range: P30,000-50,000 full-time monthly
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APPLICATION INSTRUCTIONS
If this position is interesting to you, please apply:
1) Join our community: /opportunities
View all our open positions here on Google docs: /3ITuf8a
2) Please send an email to with the Subject: I am applying for – VHI :: Executive Assistant Bookkeeper
3) In the body of the email, the first sentence should be: I am applying for – VHI :: Executive Assistant Bookkeeper
4) Then, please share a couple of paragraphs describing why you’d be good for this position, and
5) Please provide a link to your resume and portfolio (don’t skip this step or we will not accept your application!).
6) Please also include your mobile phone number (we like to text). Thank you!
APPLY FOR THIS JOB:
Company: Viking Asset Management LLC
Name: Misty Williams
Email: