Fractional CFO / Finance-Focused Virtual Assistant (DW)

Fractional CFO / Finance-Focused Virtual Assistant Role Overview This role is built for someone who is more than a basic administrative assistant. We need a fractional CFO-level or finance-focused virtual assistant who brings real finance experience, not just light bookkeeping, and who can take ownership of financial visibility and reporting end to end. The business owner was away from day-to-day operations for six months, and the books, CRM, and AR tracking need to be cleaned up, reconciled, and put on a reliable ongoing cadence. This is a high-trust, high-responsibility position. We are looking for someone who can move from cleanup mode into steady-state financial operations, and who has the potential to expand into marketing, admin, or operations support once the finances are stabilized. Key Responsibilities Core Financial / CFO Support Clean up messy books resulting from a six-month gap in oversight Extract and reconcile accurate accounts receivable (AR) data directly from the CRM (Proline) rather than relying solely on QuickBooks Deliver ongoing weekly financial reporting to maintain consistent financial visibility Support forecasting preparation and ongoing forecast maintenance Manage AR tracking and AP support, including invoices, recurring expenses, and job costing Own QuickBooks as the primary bookkeeping platform Systems / Data Integrity Clean up and manage CRM (Proline) data so it stays aligned with financial records Either bring existing Proline experience, or be capable of learning Proline quickly through structured mentoring After-Hours Coverage / Lead Capture Answer phone calls after the office closes, during the evening call window Respond to general/common questions from callers Capture leads and log every call in Proline with clear, detailed notes Create follow-up tasks and define next steps for each call to ensure no lead is dropped Candidate Profile Real finance or accounting experience, beyond basic data entry or light bookkeeping Demonstrated ability to own financial reporting and visibility end to end, not just execute isolated tasks Comfortable working independently to untangle and correct disorganized financial records Strong attention to detail and consistency, especially when reconciling CRM and accounting data Clear, professional phone and written communication for after-hours caller interactions Proline CRM experience preferred; willingness and aptitude to learn it is required if not already known Growth-oriented: open to taking on marketing, admin, or operations responsibilities as the role evolves Why This Role Matters This business is currently experiencing real financial pain: disorganized books, inaccurate AR, and missed after-hours calls that translate directly into lost revenue. This hire is intended to stop that bleeding and build a dependable financial and lead-capture foundation going forward. Engagement Notes The business owner is being deliberate and wants clarity on the candidate's experience level and the value delivered before committing long-term Expect an initial cleanup phase, followed by transition into steady, ongoing weekly reporting and after-hours coverage Role scope may expand over time into marketing, admin, or operations once financial systems are stable Originally posted on Himalayas