Bookkeeper and Executive Assistant

3 days ago Be among the first 25 applicants Location: 140 Newport Center Drive, Newport Beach, CA 92650 Position Type: Full-Time Reports To: CEO/CPO/COO Position Overview We are seeking a highly organized, proactive, and detail-oriented Executive Assistant & Bookkeeper to support our executive team and manage the day-to-day financial operations of the business. This dual-role position requires a professional who is comfortable wearing multiple hats, thrives in a dynamic environment, and can maintain confidentiality, accuracy, and efficiency across both administrative and bookkeeping tasks. This is a full-time role based on a standard Monday through Friday, 9:00 AM to 5:00 PM schedule, with the expectation of evening and weekend availability as needed to support executive and business demands. Key Responsibilities Provide high-level administrative support to the CEO and CPO, including managing calendars, scheduling meetings, and coordinating travel arrangements. Prepare and edit documents, reports, presentations, and internal communications. Act as a gatekeeper and liaison between executives and internal/external stakeholders. Assist with project management, tracking action items, and following up on deadlines. Organize and maintain electronic filing systems and manage sensitive information with discretion. Support event planning, meeting logistics, and special projects as needed. Be responsive and available for urgent executive needs during evenings or weekends, as necessary. Perform daily financial transactions including posting and verifying receipts, invoices, and payments. Manage accounts payable and receivable, ensuring accurate and timely processing. Reconcile bank statements, credit cards, and other financial accounts. Prepare monthly, quarterly, and annual financial reports. Maintain the general ledger and ensure compliance with relevant laws and internal controls. Assist with budget tracking, cash flow management, and year-end audit preparation. Use accounting software such as QuickBooks or similar platforms. Qualifications Required Proven experience as an Executive Assistant and Bookkeeper (3+ years preferred). Proficiency in Microsoft Office Suite and Google Workspace. Proficiency in accounting software (e.g., QuickBooks, Xero, FreshBooks). Strong understanding of basic accounting principles and practices. Ability to multitask, prioritize, and work independently in a fast-paced environment. High level of integrity and discretion in handling confidential information. Willingness to work evenings and weekends as needed. Preferred Associate’s or Bachelor’s degree in Business Administration, Accounting, Finance, or related field. Experience working in a small business or startup environment. Familiarity with CRM, project management tools, and online scheduling systems. Compensation Starting salary: $48,000 annually, in person, full-time. Flexible work schedule when possible, balanced with availability expectations. To Apply Please submit your resume and a cover letter highlighting your relevant experience and why you're a great fit for this hybrid role. Contact: Ariah Elmore, Chief People Officer, at aelmore@iperformx.com Seniority level

Mid-Senior level Employment type

Full-time Job function

Administrative Industries

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