Executive Assistant| Finance & Billing Virtual Assistant | Invoicing, Payment Tracking, Accounts Receivable

I’m a Finance & Executive Assistant with experience supporting CFO, and growing teams by keeping their operations organized and their billing systems running smoothly.

In my current role, I work closely with a CFO managing invoicing, payment tracking, and client billing processes—from creating invoices and sending payment reminders to handling payment plans and maintaining accurate financial records. I help ensure clients get paid on time and that nothing falls through the cracks.

Beyond finance support, I also assist with executive operations including email management, client coordination, CRM updates, and process documentation. I’m used to working in fast-paced environments where attention to detail, confidentiality, and reliability are critical.

Here’s how I can support you:
• Invoicing and billing management
• Payment tracking and follow-ups (Accounts Receivable)
• CRM and client record management
• Email and calendar management
• Financial admin and reporting support
• Process documentation and SOP creation
• Workflow management using -----------

Tools I use:
Microsoft Office (Excel, Outlook), Google Workspace, Vettrak, Ezidebit, -----------, CRM systems, Slack, MS Teams, Framer (basic website updates)

If you’re a busy CEO, CFO or business owner looking for someone who can take ownership of your billing and admin operations with minimal supervision, I’d be glad to help.