Controla-va & Gno - Finance

Description:

• We are seeking a dedicated virtual assistant to support our finance department in a B2B consulting company.

• We work with over 250 clients who pay our company on a monthly basis through Stripe, bank transfers, and other methods.

• We're looking to expand our finance team.

The role involves:

• 1. Following up with clients regarding unpaid invoices

• 2. Organizing financial data

• 3. Managing payroll

• 4. Calculate commissions for salespeople and consultants.

• 5. Assisting with various financial tasks.

• 6. Full breakdown on all client list to see who paid and who didnt.

We are seeking a sharp, fast individual with strong attention to detail and experience in a customer-facing role.

Must have -- Experience with Stripe, Slack, Asana.

Deliverables

• Follow up with clients regarding unpaid invoices

• Organize and manage financial data

• Process payroll for the team

• Support financial tasks for the department

that's the questions I asked them:

• 1/Have you worked with a B2B agency before? If yes, how many active clients did the company have at the same time? Describe your role in this agency, please.

• 2/ Have you handled communication with clients regarding unpaid invoices before? How did you approach follow-ups?

• 3/ Rate your skills from 1–10 in the following tools: • Stripe (must) • Slack (must) • Asana • Google Sheets / Excel • SmartSheet (big plus) • Quickbooks • Payoneer • Make / Zapier (if applicable)

• 4/ How do you double-check your work when managing multiple clients, invoices, and commission calculations? Give an example of a time you spotted a financial inconsistency or payment issue. How did you find it and what steps did you take?

• Are you open to a full-time role? What's your salary expectation for a full-time role?