Finance Virtual Assistant

Summary

Join Pavago as a full-time, remote Finance Virtual Assistant, supporting financial transactions, bookkeeping, and administrative tasks related to real estate and property management. This role requires bank access and experience with accounting platforms like QuickBooks, Buildium, and InvestNext. You will ensure accurate financial reporting and compliance while maintaining confidentiality. Responsibilities include banking and financial transactions, accounting and bookkeeping support, investor and payroll management, and administrative oversight. The ideal candidate possesses strong financial expertise, technical proficiency, and a proactive, goal-oriented approach.

Requirements

• Background in accounting, finance, or property management
• Experience handling investor distributions and reconciliations
• Ability to manage financial records with accuracy and compliance
• Strong verbal and written communication skills for internal and external coordination

Responsibilities

• Send transactions to bookkeepers
• Transfer cash within bank accounts monthly
• Process partner distributions
• Process rental owner draw checks and security deposit refunds
• Monitor bank accounts to track tenant payments received via check and ACH
• Identify and categorize transactions for bookkeepers
• Pay sales tax to the Florida Department of Revenue monthly
• Approve and pay bills in Buildium
• Input and process bills in QuickBooks
• Conduct credit card audits to ensure accuracy
• Calculate and pay investor distributions through InvestNext (training provided)
• Manage payroll processing and ensure timely payments
• Pay bills requiring manual credit card entry
• Create payable reimbursements
• Cross-check bills against estimates for accuracy
• Ensure owner draw approvals are properly documented
• Assist in underwriting real estate deals (optional but preferred)

Preferred Qualifications

• Prior experience in real estate, property management, or investment finance
• Proficiency in QuickBooks, Buildium, and InvestNext (or willingness to learn)