AssistantlyAS

Finance Assistant

Assistantly is a virtual assistant staffing solution provider that connects businesses with top-tier global talent, offering support in administration, marketing, sales, operations, and finance. They focus on a people-centric approach, providing pre-trained 'Unicorn Assistants' and a dedicated success team to help businesses scale efficiently.

Assistantly

Employee count: 51-200

Mexico only

Why Assistantly:

(Offer for all LATAM Countries)
At Assistantly, we match top-tier remote talent with growing businesses that need trustworthy, detail-oriented support. We are continuously building our talent pool of finance professionals to match with future client needs. This includes Bookkeepers, Finance Assistants, Accounting Specialists, Payroll Support, and AP/AR Coordinators.

This is an evergreen position, meaning we're actively sourcing exceptional professionals in this area to connect with clients as opportunities arise.

Unicorn Role Overview:
If you love numbers, live for spreadsheets, and pride yourself on accuracy, this role is for you. Whether it's balancing books, preparing financial reports, managing accounts payable/receivable, or reconciling statements, you'll play a critical role in keeping our clients' financial operations running smoothly.

What You’ll Do (Depending on Client Needs):

  • Perform daily bookkeeping tasks such as data entry, invoicing, and reconciliation
  • Manage accounts payable and receivable with accuracy and timeliness
  • Prepare monthly, quarterly, and annual financial reports
  • Assist with payroll processing and benefits tracking
  • Track and categorize expenses for budget planning
  • Reconcile bank and credit card statements
  • Support tax preparation with accurate financial documentation
  • Maintain clean, well-organized digital records
  • Liaise with external CPAs or accountants as needed

Requirements

  • 2+ years of experience in bookkeeping, accounting, or finance support roles
  • Strong attention to detail and organizational skills
  • Solid understanding of accounting principles (GAAP preferred)
  • High integrity, confidentiality, and professionalism
  • Excellent communication and collaboration skills
  • Ability to work independently and meet deadlines
  • Previous remote work experience is a plus
  • Degree or certification in Accounting, Bookkeeping, or Finance (preferred)

Tools You Might Use (Depending on Client Needs):

  • Accounting Software: QuickBooks Online/Desktop, Xero, Wave, FreshBooks, NetSuite, Zoho Books
  • Payroll: Gusto, ADP, Paychex, or similar
  • CRM/Project Tools: Monday.com, ClickUp, Notion, Google Workspace
  • Spreadsheets & Docs: Excel, Google Sheets
  • Communication: Slack, Zoom, Gmail

Time Commitment & Schedule:

  • Part-Time or Full-Time (depending on client)
  • Schedule: U.S. Business Hours (exact schedule TBD per client)

Benefits

  • Competitive pay above market rates
  • Permanent work-from-home opportunities
  • Paid Holidays and PTO
  • Part-time or Full-time positions tailored to your availability
  • Performance, Tenure, and Health & Wellness bonuses
  • Opportunities for professional development within the Assistantly community
  • Be part of a vibrant and supportive community of Unicorns

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

Mexico +/- 0 hours

About Assistantly

Learn more about Assistantly and their company culture.

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At Assistantly, our core mission is to revolutionize how businesses scale and operate by connecting them with top-tier global talent. We believe in the power of 'Unicorn Assistants' – exceptional individuals who are not just skilled but are also deeply aligned with our clients' success. Our culture is built on the foundation of fostering relationships, seeking collaboration, and understanding that knowledge is power. We are committed to a people-centric approach, ensuring that both our clients and our 'Unicorns' thrive. This means providing generous compensation, health allowances, wellness coaching, and profit-sharing opportunities for our team members. We strive to create an environment where innovation isn't just encouraged; it's expected. Our team members are empowered to challenge the status quo, think creatively, and shatter expectations to deliver outstanding results.

We understand that finding the perfect fit for a team can be a daunting and expensive process. That's why Assistantly was born – to take the pain out of hiring, onboarding, managing, and retaining exceptional talent. Our extensive virtual assistant selection process ensures we hand-pick only the best, forming a close-knit team of A+ players with expansive knowledge and unparalleled attention to detail. We are passionate about helping others succeed and are driven by authenticity and a relentless focus on meeting our clients' goals to increase efficiency without sacrificing quality. Our 'Unicorn Guarantee' underscores our commitment to client satisfaction; if a team member falls short of expectations, we'll replace them free of charge. We aim to be more than just a staffing solution; we are a partner in our clients' growth, offering a dedicated success team, including a coach, success manager, and systems expert, to ensure our 'Unicorns' integrate seamlessly and contribute effectively from day one. At Assistantly, we're not just finding assistants; we're building a community dedicated to mutual success and transforming the way businesses achieve their goals.

Employee benefits

Learn about the employee benefits and perks provided at Assistantly.

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Health allowance

Providing an allowance for health-related expenses.

Paid Holidays and PTO

Offering paid time off for holidays and personal use.

Profit sharing

Allowing employees to share in the company's profits.

Permanent work-from-home opportunities

Offering the ability to work remotely on a permanent basis.

View Assistantly's employee benefits
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Assistantly

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Assistantly hiring Finance Assistant • Remote (Work from Home) | Himalayas