Artificial Intelligence (AI), Billing, Certified Public Accountant (CPA), Entrepreneurship, Executive Assistant Skills , Finance, Financial Strategy, Intuit Quickbooks, Leadership, License Management, Loans, Logistics, Maintain Compliance, Marketing, Microsoft Excel, Microsoft PowerPoint, Multitasking, Organizational Skills, Performance Metrics, Real Estate, Reporting Dashboards, Spreadsheets, Technical Support
This is not a traditional administrative role. You will serve as the right hand to a Managing Partner leading a portfolio of companies in restoration, marketing, and real estate finance. As the organization enters a focused rebuild and scale phase, this position will directly influence how quickly and effectively we grow.
Your responsibility is to create clarity, optimize communication and workflows, and drive execution across multiple businesses. You will centralize communication, protect leadership focus, and ensure priorities move from idea to implementation. If you thrive in entrepreneurial environments, bring order to complexity, and take ownership of outcomes, this is a high-impact seat at the table during a pivotal stage of growth.
What You'll Own
Executive Leverage
- Calendar ownership and schedule optimization
- Inbox triage and communication filtering
- Meeting prep, follow-up, and action tracking
Cross-Company Coordination
- Centralize communication across 3-4 businesses
- Track initiatives and ensure execution
- Create clarity where there is complexity
Reporting & Analytics
- Advanced Excel reporting (formulas, dashboards, tracking)
- PowerPoint deck creation
- KPI reporting and executive summaries
Finance & Contracts
- Support invoicing workflows
- Assist with QuickBooks visibility
- Track vendor, subcontractor, and employment agreements
- Coordinate with CPA and lenders
Legal & Vendor Liaison
- Interface with attorneys, IT vendors, and service providers
- Support contract renewals and compliance tracking
Light Office Leadership (initially)
- Oversee organization systems
- Manage licensing renewals
- Support documentation and SOP creation
Potential bonus capability:
- Light social media execution (not strategy)
Compensation
- Competitive base salary ($58K-$62K) plus a performance-based bonus opportunity (target 15-20% of base), aligned with company performance and execution of key initiatives. Details discussed in interviews.
- Growth opportunity as companies scale
- Long-term role evolution possible (Operations, Finance, or Chief of Staff path)
Who This Person Is
You create order from chaos.
You anticipate needs before they are spoken.
You are:
- Extremely organized and detail-driven
- Highly discreet and trustworthy
- Strong in Excel (advanced functions required - you LOVE a spreadsheet)
- Proficient in AI technology
- Numbers and data bring you joy
- Comfortable juggling multiple priorities
- Calm under pressure
- Systems-minded
5+ years of experience in high-accountability environments preferred.
Why This Role Matters
This role directly increases executive capacity.
It will shape how the company scales.
You will have visibility into strategy, finance, hiring, and growth--not just logistics.
If you want to be in the room where decisions are made, this is that seat.