Part-Time Senior Bookkeeper & Financial Operations Assistant
WFA Digital Insight
The demand for skilled bookkeepers with expertise in financial operations has increased significantly, with a 25% growth in remote bookkeeping roles in the past year. In this current market, having a solid grasp of financial management tools like QuickBooks and Excel is crucial. CDL, a US-based company, is seeking a part-time senior bookkeeper to support their financial operations, making this an attractive opportunity for those with a strong background in real estate accounting and budget management. Candidates should be prepared to showcase their skills in financial reporting, budget creation, and US tax preparation support. With the rise of remote work, companies are looking for professionals who can work independently and manage multiple tasks efficiently.
Job Description
About the Role
The part-time senior bookkeeper and financial operations assistant role at CDL is a unique opportunity for a skilled professional to support the company's financial operations. As a remote worker, you will be responsible for creating and managing budgets, tracking financial performance, and providing regular updates to the leadership team. Your expertise in financial reporting, budget creation, and US tax preparation support will be essential in this role.The ideal candidate will have experience in real estate accounting, budget management, and financial operations. You will be working closely with the leadership team to create and maintain a practical business budget, track actual performance against the monthly budget, and provide weekly reports showing how the business is performing against the budget.
What You Will Do
- Assist leadership in creating and maintaining a practical business budget
- Track actual performance against the monthly budget and provide weekly reports
- Support monthly, quarterly, and annual financial reporting
- Help leadership understand whether proposed expenses, hires, investments, or new commitments are within budget
- Provide clear financial visibility to prevent informal or reactive spending decisions
- Maintain accurate day-to-day bookkeeping in QuickBooks Online
- Review existing books and identify whether cleanup is needed
- Ensure income, expenses, commissions, bonuses, payroll-related items, and owner/partner-related transactions are properly categorized
- Maintain clean, organized, and audit-ready financial records
- Organize financial data and documentation for tax preparation
- Support quarterly tax payment preparation for owner-partners where applicable
- Help gather deductions and supporting documentation
- Coordinate with US-based tax preparers or accountants as needed
- Prepare financial records in a format requested by tax professionals
- Support invoicing for agent-related expenses where appropriate
- Help track expenses that should be passed through to agents
- Assist with workflows where the company pays an expense upfront and later invoices the agent or deducts the amount from commission splits
- Maintain documentation of agent reimbursements, deductions, and expense allocations
- Reconcile bank, debit card, and credit card transactions
- Investigate uncategorized, duplicate, missing, or mismatched transactions
- Ensure receipts and supporting documentation are properly organized
- Maintain clean records in QuickBooks Online and Google Drive
- Track expenses by category, business unit, partner, or agent as needed
- Assist with bill pay processes
- Maintain payment schedules and vendor records
- Support payroll-related tracking and coordination as needed
- Ensure bills, recurring payments, and vendor obligations are organized and visible
- Help prevent missed payments, duplicate payments, or other billing issues
What We Are Looking For
- 3+ years of experience in bookkeeping and financial operations
- Strong knowledge of QuickBooks Online and Google Sheets
- Experience with real estate accounting and budget management
- Ability to work independently and manage multiple tasks efficiently
- Excellent communication and organizational skills
- Strong attention to detail and analytical skills
- Ability to provide clear financial visibility and support leadership decisions
- Experience with US tax preparation support
- Knowledge of financial reporting and budget creation
- Ability to maintain clean, organized, and audit-ready financial records
- Strong problem-solving skills and ability to investigate and resolve financial discrepancies
Nice to Have
- Experience with real estate workflows and commission-based revenue
- Knowledge of agent reimbursements and expense allocations
- Familiarity with invoicing and billing processes
- Experience with financial management tools and software
- Certification in bookkeeping or accounting
Benefits and Perks
- Competitive hourly rate
- Opportunity to work with a US-based company
- Remote work arrangement with flexible scheduling
- Professional development and growth opportunities
- Access to cutting-edge financial management tools and software
- Collaborative and dynamic work environment
- Recognition and reward for outstanding performance
How to Stand Out
- Make sure to highlight your experience with QuickBooks Online and Google Sheets in your application
- Showcase your knowledge of real estate accounting and budget management
- Emphasize your ability to work independently and manage multiple tasks efficiently
- Be prepared to provide examples of your financial reporting and budget creation skills
- Research the company and the role to understand the specific needs and challenges of the position
- Practice your communication and problem-solving skills to demonstrate your ability to provide clear financial visibility and support leadership decisions
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