Personal Finance, Operations Manager

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee all personal bill payments and manage payment schedules.

• Verify invoices for correctness prior to processing payments.

• Facilitate payment approvals in collaboration with the Principal.

• Guarantee that all bills are paid accurately and punctually.

• Maintain payment calendars and recurring financial obligations.

• Organize and preserve digital financial records and necessary documentation.

• Conduct audits of all personal credit card and bank account transactions.

• Resolve discrepancies directly with financial institutions and vendors.

• Compile summaries of significant spending activities.

• Monitor available liquidity and future cash needs.

• Create and uphold annual operating budgets for each residence.

⛳️ Requirements

• A Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline.

• At least 5 years of experience supporting high-net-worth individuals, family offices, executives, or private enterprises.

• Proficient in bookkeeping, financial administration, and budget management.

• Advanced skills in Microsoft Excel and Google Sheets.

• Familiarity with Quicken or comparable personal finance software.

🏝️ Benefits

• Competitive compensation.

• Annual leave.

• Health and medical insurance.

• Flexible working arrangements.

• Opportunities for professional growth and development.