- Demonstrated experience in executive operations, business operations, analytical reporting, or a comparable role supporting senior leadership.
- Advanced Excel and/or Google Sheets skills, including complex formulas, data analysis, reporting, and building spreadsheets from scratch.
- Strong financial literacy, including experience working with financial statements, forecasts, budgets, reconciliations, or management reports.
- Excellent spoken and written English, with the confidence to communicate directly with U.S.-based executives.
- Exceptional attention to detail, organization, and follow-through.
- Strong independent problem-solving ability and sound business judgment.
- Professional maturity, discretion, and the ability to handle confidential information.
- Ability to communicate concerns diplomatically, maintain appropriate boundaries, and work effectively with senior professionals.
- Comfort handling both sophisticated analytical projects and everyday executive administrative responsibilities.
- Reliable internet connectivity and a professional remote-work environment.
The Person Who Will Thrive Here
- You are intelligent, resourceful, exceptionally organized, and quietly confident.
- You enjoy solving problems, working with numbers, improving systems, and helping executives operate more effectively.
- You can receive detailed instructions when learning a new process, but you do not require constant direction once you understand the objective.
- You are comfortable taking initiative, making thoughtful recommendations, and respectfully raising concerns when something needs attention.
- You communicate professionally with strong personalities, remain calm under pressure, and take pride in producing accurate, complete work.
- Most importantly, you are someone leadership can trust to take ownership and follow through.
Executive Support & Organization
- Manage and prioritize the CEO's email inbox, organize correspondence, draft responses, and ensure timely follow-up.
- Coordinate executive calendars, meetings, appointments, business travel, and international conferences.
- Track executive commitments, deadlines, priorities, and action items.
- Prepare documents, conduct research, and coordinate special projects.
- Anticipate needs and proactively improve executive organization and efficiency.
Financial & Analytical Reporting
- Independently build and maintain spreadsheets, management reports, cash-flow forecasts, revenue projections, and operational dashboards.
- Gather, organize, analyze, and reconcile business information from multiple sources.
- Prepare sales commission calculations, collections reports, expense reconciliations, and other recurring management reports.
- Support payroll administration, invoicing, bookkeeping coordination, and financial recordkeeping.
- Work with outside accounting professionals to obtain information and support accurate financial reporting.
- Identify discrepancies, investigate issues, and present findings and recommendations clearly.
Business Operations & Executive Project Coordination
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Coordinate initiatives involving sales, marketing, operations, and external professionals on behalf of the CEO and CSO.
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Obtain information and reports from team members, troubleshoot reporting issues, and ensure deadlines are met.
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Create and improve operational tracking systems, workflows, and standard operating procedures.
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Monitor project progress and follow up proactively to ensure commitments are fulfilled.
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Identify opportunities to improve accuracy, efficiency, and communication across the business.
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Experience supporting U.S.-based executives or international companies.
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Experience with QuickBooks Online, HubSpot, or comparable financial and CRM systems.
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Experience with payroll administration, cash-flow forecasting, or financial management reporting.
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Background in business analysis, finance, operations, engineering, or process improvement.
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Experience developing reports and improving business processes independently.
A relevant bachelor's degree is preferred, but demonstrated ability and professional experience are more important than a specific credential.
You do not need to be a CPA or professional accountant. However, you must be genuinely comfortable with numbers and capable of producing accurate, sophisticated business reports.
- Location: Remote, Latin America
- Schedule: Full-time, Monday–Friday, 9:00 AM–5:00 PM U.S. Pacific Time
- Compensation: $1,800–$2,500 USD per month, depending on experience and demonstrated capabilities
- Engagement: Long-term independent contractor arrangement, subject to applicable local requirements
- Performance review: Initial review after 90 days, with opportunities for growth based on performance
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