- Location
- San Francisco
- Type
- Full-time
- Department
- Finance
- Source
- Freshteam
Description
We are seeking a highly organized, detail-oriented, and reliable Finance Assistant to support daily financial and administrative activities. The ideal candidate will assist with financial transactions, reconciliations, invoices, reporting, record keeping, and other finance-related tasks while maintaining accuracy, confidentiality, and timely completion of responsibilities.
Responsibilities
- Assist with recording and processing daily financial transactions.
- Support accounts payable and accounts receivable activities.
- Process invoices, expenses, payments, receipts, and other financial documents.
- Maintain accurate and organized financial records and documentation.
- Assist with bank, credit card, and account reconciliations.
- Review financial information for accuracy, completeness, and consistency.
- Monitor invoices, payments, expenses, and outstanding balances.
- Prepare and update spreadsheets, financial reports, and account summaries.
- Assist with month-end and year-end closing activities.
- Research and resolve discrepancies in financial records and transactions.
- Support budgeting, forecasting, and financial planning activities when required.
- Assist with gathering and organizing documentation for audits and financial reviews.
- Enter and update financial information in accounting and finance systems.
- Communicate with internal teams, vendors, and other stakeholders regarding finance-related requests.
- Maintain confidentiality when handling financial and business information.
- Follow established financial policies, procedures, and internal controls.
- Support other finance and administrative projects as needed.
Required Skills
- Basic knowledge of accounting and financial principles.
- Excellent attention to detail and accuracy.
- Strong organizational and time-management skills.
- Proficiency with Microsoft Excel or Google Sheets.
- Comfortable working with accounting software, financial systems, and digital tools.
- Strong numerical and analytical abilities.
- Good data entry and record-keeping skills.
- Ability to identify discrepancies and assist with reconciliations.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and meet deadlines.
- Strong problem-solving and follow-up skills.
- Ability to handle confidential financial information responsibly.
- Ability to work independently and collaborate effectively with finance and other teams.
- Reliable, organized, and proactive approach to work.
Requirements
- Previous experience in finance, accounting, bookkeeping, accounts payable, accounts receivable, or a similar role.
- Relevant education or coursework in Finance, Accounting, Business Administration, or a related field.
- Experience processing financial transactions, invoices, expenses, or payments.
- Experience using spreadsheets and accounting or financial management systems.
- Basic understanding of reconciliations and financial reporting.
- Strong computer and digital skills.
- Ability to maintain accurate financial records and supporting documentation.
- Ability to manage detail-oriented tasks while maintaining accuracy.
- Ability to meet deadlines and follow established financial procedures.
- Ability to work independently and effectively in a remote environment.
- Reliable internet connection and a suitable setup for remote work.
- Professional, organized, dependable, and detail-oriented attitude.
- English proficiency is required if the position involves working with English-speaking clients, vendors, or teams.
By applying to this position, we’ll create your Simera Professional Key (SPK) — a unique key that helps you connect with employers, stand out, and secure the right match.
Skills
ExcelAccounts PayableAccounts Receivable