This is a hybrid Finance and Executive Operations role responsible for overseeing full-cycle bookkeeping across multiple entities while providing high-level support to the principal. The position manages financial operations, including reporting, cash flow, and tax coordination, alongside calendar management, travel planning, and project oversight. The role also incorporates the use of AI tools to streamline workflows, improve efficiency, and support both financial and administrative functions.

 

Key Responsibilities

Bookkeeping & Financial Operations

  • Manage full-cycle bookkeeping across multiple entities, including intercompany transactions.
  • Oversee AP/AR: ensure timely payments, invoicing, and collections.
  • Perform monthly reconciliations and maintain accurate general ledgers.
  • Lead monthly, quarterly, and annual close; deliver clear financial reports.
  • Monitor cash flow across entities and manage banking relationships.
  • Review expenses against budgets and prior periods; flag discrepancies.
  • Coordinate tax filings with external advisors and maintain audit-ready records.

Executive & Office Support

  • Manage the principal’s calendar, scheduling, and meeting preparation.
  • Coordinate end-to-end travel and detailed itineraries.
  • Draft and edit communications, briefings, and presentations.
  • Track projects, deadlines, and priorities; proactively flag risks.
  • Handle personal and household logistics as needed.
  • Act as primary point of contact, filtering and prioritizing inquiries.

AI-Enabled Workflow

  • Use AI tools daily to draft content, summarize information, and accelerate research.
  • Apply AI to financial workflows (transaction categorization, invoice parsing, reporting).
  • Build prompts, templates, and automations to improve efficiency.
  • Validate AI outputs, especially for financial or sensitive data.
  • Identify and implement practical AI-driven process improvements.

 

Qualifications

Required

  • 6–8 years of experience in bookkeeping and executive/operational support.
  • Experience managing books across multiple entities.
  • Proficiency with accounting systems (e.g., QuickBooks, NetSuite, Sage Intacct).
  • Advanced Excel skills (pivot tables, lookups, complex formulas).
  • Active, hands-on use of AI tools in daily work.
  • Strong knowledge of US GAAP and tax coordination.
  • Proven discretion handling confidential information.

 

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to candidates@agreusgroup.com

REF: AGR932