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CPT-8383 Financial Controller

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Senior or advanced Level
MIN. HOURS/WEEK: 25-30 hours per week initially, with potential to expand to full-time as the business grows
SHIFT TIME ZONE: EST
SHIFT HOURS: 9 AM till 6 PM
SHIFT DAYS: Monday - Friday
Number of VAs: 1

PREFERENCES:
GENDER PREFERENCE: NONE
LANGUAGES SPOKEN/PREFERENCE: ENGLISH
ACCENT PREFERENCE: NEUTRAL
REGION PREFERENCES: NONE

Financial Controller

Position Overview
We are looking for an experienced Financial Controller to oversee the accurate recording of business transactions
and manage the financial operations of our business entities. This role combines hands-on financial oversight with
the provision of strategic financial insights, while also supporting property management administration. Offering the
flexibility of part-time hours, this position provides a unique opportunity to contribute at a senior level, influencing
strategic decisions that drive our growth and enhance profitability.

Location & Schedule
● Location Remote
● Hours: 25-30 hours per week initially, with potential to expand to full-time as the business grows
● Schedule Flexibility: This role requires 5-6 hours of focused work time daily, which must be scheduled
within our core business hours of 9:00 AM to 5:00 PM EST.

Core Responsibilities

Financial Management (50% of role)

● Maintain full-cycle accounting for multiple entities (companies) and personal accounts
● Reconcile multiple bank accounts and monitor balances to ensure adequate funds
● Manage accounts payable and accounts receivable processes, including issuing payments and tracking
receivables
● Create annual budgets based on historical P&L data with forward projections
● Make journal entry adjustments as needed to ensure accurate financial records
● Conduct monthly budget-to-P&L reviews with detailed analysis
● Provide monthly financial summaries to ownership with actionable insights
● Collaborate with our CPA firm to ensure compliance with accounting standards and tax requirements

Strategic Financial Oversight (30% of role)

● Develop and implement financial strategies to optimize business performance
● Understand and manage both personal and business assets, including real estate holdings and other
financial assets
● Review and analyze financial documents including leases, loans, balance sheets, and P&L statements
● Assist in reorganizing the structure of multiple entities and retirement account assets
● Identify opportunities for financial improvement and implement solutions
● Create financial projections and compare to current or historic operations
● Provide recommendations for improving profitability and cash flow

Property Management Administration (20% of role)

● Oversee financial aspects of property management operations
● Review and approve property-related expenditures
● Develop and analyze property performance metrics and recommend improvements
● Support property management team with financial data and reporting
● Monitor lease renewals and implement rent increases according to company policy
● Provide financial oversight for property maintenance and improvement projects

Required Qualifications

● Bachelor's degree or equivalent in Accounting, Finance, or related field
● Minimum 5 years of experience in financial management roles
● Advanced proficiency with QuickBooks Online (advanced level)
● Experience managing finances for multiple business entities simultaneously and/or experience with real
estate management and financials
● Strong analytical skills and attention to detail
● Excellent written and verbal communication skills in English
● Proven ability to work independently and manage multiple priorities

Preferred Qualifications

● CPA, or related financial certification
● Experience in real estate investment or property management
● Background in small business financial management
● Knowledge of real estate tax strategies and entity structuring
● Experience with financial systems implementation or improvement

Technical Skills

● Required Software Proficiency:
○ QuickBooks Online (Advanced)
○ Microsoft Excel (Advanced)
○ Google Workspace applications (Intermediate)
● Preferred Software Experience:
○ Property management software (Innago)
○ Project management tools (Asana, Monday)

Reporting Structure
This position reports directly to the Owner/CEO and will work closely with property managers, outside CPAs, and
attorneys. While this role does not have direct reports initially, you will have significant influence over financial
processes and decisions.

Success Metrics

Performance in this role will be measured by:

● Accuracy and timeliness of financial reporting
● Identification of cost-saving opportunities and revenue enhancements
● Improved financial processes and controls
● Effective management of cash flow across entities
● Strategic contributions to business growth and profitability

Growth Opportunities

For the right candidate, this position offers clear paths for growth:

● Expansion to full-time hours as the business grows
● Increasing strategic responsibilities, potentially evolving into a CFO role

Company Culture

The company value proactive problem-solving, transparent communication, and continuous improvement.
We're a small, dynamic team that encourages innovative thinking and rewards initiative. We support work-life
balance while maintaining high standards of performance.

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

Competitive rates
Weekly payments
Annual rate increase (based on performance)
Paid time off
Paid holidays
Various open roles are available
Free training and upskilling
Constant support and guidance from managers and mentors
Clear schedules and guidelines
A vibrant community always ready to support you
And more!