I am seeking a highly organized and detail-oriented Executive Assistant/Bookkeeper to maintain financial records, coordinate with accountants and investors, support investment sourcing, due diligence efforts, and manage special projects.
The ideal candidate is analytical, resourceful, proactive, and comfortable handling a broad range of responsibilities across finance, investments, operations, and project coordination.
Accounting & Financial
● Maintain accurate financial records, receipts, and supporting documentation.
● Enter and organize receipts within accounting systems.
● Generate and distribute customer invoices.
● Coordinate with external accountants, tax professionals, and financial advisors.
● Assist with integration and optimization of HubSpot, Stripe, and QuickBooks.
● Assist with business tax preparation, filings, and compliance requirements.
● Prepare recurring business reports, including:
● Customer acquisition and churn metrics
● Customer storage utilization reports
● Revenue and operational performance reporting
Investment
● Identify and research early-stage startups seeking investment capital.
● Identify and research university innovation programs, incubators, accelerators, and
entrepreneurship centers.
● Assist with investment due diligence, market research, and financial analysis.
● Coordinate investment-related documentation and legal paperwork.
● Prepare investment summaries, reports, and presentations for management review.
Special Projects
● Identify opportunities for cost savings and operational improvements.
● Manage vehicle transportation, registration, maintenance, and improvement projects.
● Coordinate vendor relationships and specialty fabrication projects.
● Assist with workshop, laboratory, and facility-related projects.
● Coordinate package collection, deliveries, and transportation logistics.
● Perform additional business and personal administrative tasks as assigned.
Preferred Qualifications (not required)
● Familiarity with QuickBooks, HubSpot, Stripe, and Google Workspace.
● Experience supporting business owners, founders, or executives.
● Experience working with startups, venture capital, angel investing, or private equity.
● Experience coordinating legal, accounting, and investment-related documentation
Pay: $56,000.00 - $60,000.00 per year
Work Location: Hybrid remote in Scottsdale, AZ 85254
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