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