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Accountant for angel investment group

$25-50 USD / hour

Cerrado
Publicado hace más de 2 años

$25-50 USD / hour

Core responsibilities: - Collecting and tracking portfolio company and investment data in Airtable, Excel, and Google Sheets, and developing automated systems to assist with this process - Generating periodic investment and portfolio performance reports for various stakeholders and constituents. - Bookkeeping, accounting and basic corporate filings - Interfacing with vendors, customers/stakeholders and portfolio company teams Who we are: Silicon Valley based angel investors who have worked together since 2013 and have jointly made over 80 angel investments in technology start-up companies via three small US based Limited Liability Corporations (LLC’s). Our focus has been primarily on early stage start-ups that are building the future of finance for a rapidly changing world. We believe that the way global capital is invested will affect society and our planet, and we invest with climate change, public health, and global infrastructure access in mind. Your role: You will work to improve and implement accounting and reporting processes for the angel investment portfolio held through two to three related investment LLC’s. This will involve not only assessing and approving current systems and processes but tracking portfolio performance and KPIs, and back office accounting filing, and reporting. Tasks will include bookkeeping via Quickbooks online, tracking and entering data on portfolio companies, generating quarterly investment and performance reports, managing basic corporate filings. The ideal applicant for this role enjoys and is good at detail oriented work, is comfortable working remotely and in a dynamic work environment, is experienced in Excel, Airtable, Google Docs and Quickbooks, has a strong bookkeeping and accounting background, and is familiar or has experience with angel or venture capital investing and portfolio tracking and reporting. We estimate an initial block of work will be required to learn, assess and improve the existing reporting and accounting processes and then about 30-40 hours per quarter after that on an on-going basis. Depending on performance and capacity there may be an opportunity for additional bookkeeping work in other affiliated entities. Core responsibilities: Collecting and tracking portfolio company and investment data in Airtable, Excel, and Google Sheets, and developing automated systems to assist with this process Generating periodic investment and portfolio performance reports for various stakeholders and constituents. Bookkeeping, accounting and basic corporate filings Interfacing with vendors, customers/stakeholders and portfolio company teams Qualities for success in this role: Robust background in accounting and/or portfolio management Strong communication skills Strong self-driving tendencies Professionalism Detail-orientation Interest in and familiarity with venture capital, FinTech, impact investing, and innovation Requirements: 2+ years of experience in accounting/bookkeeping Familiarity or experience with venture capital reporting, portfolio management, or similar field Bachelor’s degree (minimum) Skilled and experienced with Quickbooks Online, Excel, Google Sheets, Airtable, Adobe Acrobat
ID del proyecto: 31872699

Información sobre el proyecto

42 propuestas
Proyecto remoto
Activo hace 2 años

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42 freelancers están ofertando un promedio de $35 USD /hora por este trabajo
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Dear Sir/Madam, I am expert Accountant, writer, researcher, and bookkeeper. I am ACCA (Chartered Accountant). I am expert in EXCEL, QB, XERO and WAVE. You can see my profile. I do have the ability to complete the assigned task within an agreed period of time. Thanks and Regards Muhammad Ilyas Saeed
$25 USD en 10 días
4,9 (146 comentarios)
6,5
6,5
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Hi, I am a Finance & Accounting Professional with MBA Finance, CMA qualifications and have experience in Investment Banking functions. I have expert knowledge & working experience in Accounting, bookkeeping & taxation. I would be able to collate investment data in Excel, googlesheets and can develop report as per your requirements. . The above would be delivered with high integrity within agreed timelines. Quality is the essence of my delivery and I get into specific details for clarity and efficiency. Looking forward to work with you, Thank you
$26 USD en 25 días
4,9 (54 comentarios)
5,9
5,9
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Hi! We are a professional business solutions firm having seven years long exposure in the the accounting, finance, budgeting and related suite of services. We handle clients across the globe for all accounting and finance needs while having the ability to handle medium-advanced level accounting tasks with proficiency. So, let’s connect for adding value to your business. Regards McKenzie Solutions Lahore, Pakistan
$40 USD en 40 días
5,0 (9 comentarios)
4,9
4,9
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Hello and Good morning, I understand your requirements and consider myself a perfect fit for the role. I come with over 18 years of experience in providing end to end bookkeeping, monthly/quarterly management accounting/reporting, AP & AR processing, payroll and preparing and filing final year end drafts to businesses in the US and Canada. I am an expert in QBO, Xero, Zoho, Wave Apps etc and work EST hours (open to cover all time zones of US), remain available on local US phones, emails and chats, working virtually real time in your office. With immaculate English, strong interpersonal skills and keen attention to detail, I am a pleasure to work with. I have successfully undertaken tasks of an Outsourced Financial and Business Controller and in addition to bookkeeping, accounting and taxation services also provide payroll and sales tax working and filing returns and all administrative office back end services, a complete solution of a virtual office. I am readily available to discuss and take it forward. I look forward to working with you for a long time to come. I am open to provide references of existing clients in the US and share profiles on LinkedIn and other freelancing portals. Thanks, Deepak
$30 USD en 40 días
5,0 (19 comentarios)
5,0
5,0
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hi, i'm a Accounting Professional with more than 9 years experience in bookkeeping, and Accounts.I am also a Certified Quick books Pro-Adviser. I have in-dept professional experience and have the ability to provide quality services in the following areas with 100% accuracy. 1. Accounting/Bookkeeping (QuickBook, Oracle, MS Dynamics, Xero, MYOB) 2. Company setup in accounting software 3. MS Excel (proficient) 4. Financial Modeling 5. Business Analysis/Valuations 6. Bank Reconciliations 7. Cash flow analysis 8. Preparation of financial statements 9. Budgeting and Forecasting 10. Accounts Receivables Management I will be more than excited to provide you a quality solution and earn your respect, confidence and trust [
$25 USD en 40 días
4,9 (18 comentarios)
5,1
5,1
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Hello, I am a Licensed CPA and financial consultant with 5 years of experience. I have worked on several similar projects compiling and presentation accounting, auditing and taxation reports in compliance to GAAP, IFRS, ISA and Country tax laws. Kindly engage to commence on your project soonest possible. Thanks! CPA Stephen
$45 USD en 40 días
5,0 (10 comentarios)
4,3
4,3
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Hello, I am professional freelancer with a Master's degree in Data analytics making me a suitable person for your project. I have more than 8 years of professional experience in Data analysis. Besides, I have skills in Intuit QuickBooks, Bookkeeping, Excel, Accounting and Airtable. For your reference, you can check reviews\ portifolio for all the projects I handled so far. Hope to connect with you on personal chat. Regards, Peter
$25 USD en 19 días
4,7 (5 comentarios)
3,7
3,7
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Hi there, I understand your requirement of accountant of angel investment group. I have required experiance in accounts, investment management and reporting. Kindly contact me to proceed further. Thanks and Regards Aditya
$25 USD en 40 días
5,0 (2 comentarios)
1,4
1,4
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Hello Sir/maim I can do your project with 100%accuracy I have reviewed your project brief carefully and would like to assist you with the task
$45 USD en 30 días
0,0 (0 comentarios)
0,0
0,0
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I would like to do your work and if you like my work I would be happy so meet me i am deeksha i am a student and also a data entry operator
$45 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Skill with Excel, and other spreadsheet software accounting background and nearly 10 years as traffic manager with a radio company using traffic software, excel, google sheets, and accounting software which demands a great deal of attention to detail.
$25 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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I have excellent experience in QuickBooks Online. I'm ready to pay bills, match the transactions, reconcile bank balance, and credit card transactions. And accurately label transactions. I'll also review bank transactions.
$45 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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I am a certified accountant who is good in excel and bookkeeping. I have a lot of interest in finance and accounting thus will do a good job for you,kindly provide a sample and i will demonstrate my skills .
$30 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Hi this is adnan and hopefully you will be good, I am chartered certified accountant with 6 years of experience. You can contact me for further discussion of project.
$25 USD en 25 días
1,0 (1 comentario)
0,5
0,5
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I have an experience of 15 years in data typing/processing/editing. I have a good speed of 50 words per minute. Can do the project with 100% accuracy.
$45 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Hi there. Im interested in your project. Im an argentinian accountant, and i have an administration degree, with strong experience on audit. Im bilingual (english-spanish), and im also looking for a virtual position. Contact me for more details.
$60 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Hello, I hope you are good in health, i am professional Accountant and i have read your requirement , I can manage your work easily. I have nine years experience in accounting field. If you need my services please do let me know. Waiting for your kind response. Thanks Regards Muhammad Imran
$25 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Hello I provide virtual, online, remote accounting / bookkeeping services for small - medium businesses, sole proprietorship, individuals/families. I have over 15 years’ experience in Accounting / Bookkeeping / Human Resource / Payroll. In addition to become a bookkeeper, I am a tech. savvy, an expert Quickbooks professional and excel expert.I have the capability to handle day-to-day accounting responsibilities including, but not limited to: • Accounts Receivable • Accounts Payable - entering and paying invoices • Bank reconciliations • Daily data entry to keep up with book clean and accurate • Entering A/P bills and A/R invoices in QuickBooks • Entering and tracking inventory and purchase orders • Bank accounts and Credit Cards reconciliation • Maintain contract, company, vendor, and other accounting files I have strong analytical and problem-solving skills. I am detail oriented and organized. My resume along with two references will be available upon request. Hourly wages and milestone payments are negotiable. Thanks Zahid
$25 USD en 40 días
0,0 (1 comentario)
0,0
0,0
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JALARAM CONSULTANCY I AM COFIDENT WITH THIS PROJECT BECAUSE I HAD AN EXPERIENCE OF 4 YEARS OF GST RETURNS FILING AND ALSO ASSOCIATED WITH MANY ACCOUNTING FIRMS.
$45 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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I am a professional Accountant having more than 5 years working experience in the field of Accounts and Finance in a reputed Multinational Company. I have completed BBA and MBA in a reputed University Major in Finance .I am qualified Chartered Accountant completed course from ICMAB .I am an expert in Accounting and Bookkeeping, Payroll, VAT ,QuickBooks and Xero, Data Entry & PDF Conversion, MS Office, Accounts Receivable and Accounts payable, Bank reconciliation, Trial Balance and many more. I believe in work with 100% accuracy and value of time. I am available for you in 24/7 in a week.
$45 USD en 40 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de UNITED STATES
Chicago, United States
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Miembro desde oct 20, 2021

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