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Finance Specialist (Fractional Role)

Zipdev No location specified Contract
$60,000
per year

Job Description

Zipdev is looking for a Finance Specialist to join our client's team on a Fractional basis (10 Hours per Week)!

We’re seeking a highly reliable and proactive Fractional Finance Specialist to support the financial operations of multiple business and personal entities. This is a strategic, long-term opportunity to become a trusted financial partner to the leadership team behind multiple high-growth ventures.

Responsibilities

  • Manage and oversee financial operations across:
    • Three separate companies.
    • Two households.
  • Create and manage budgets, track expenses, and ensure financial accuracy.
  • Monitor cash flow and proactively flag issues or opportunities.
  • Prepare reports and financial insights to support leadership decisions.
  • Reconcile accounts and oversee bookkeeping functions.
  • Liaise with accountants, tax advisors, and other financial professionals as needed.
  • Recommend and implement financial tools or process improvements.
  • Maintain high standards of confidentiality and data integrity.

Requirements:

  • 5+ years of experience in finance, bookkeeping, or accounting.
  • Strong analytical and problem-solving skills.
  • Proven ability to work independently and think strategically.
  • High integrity and discretion with sensitive financial data.
  • Excellent communication skills in English.
  • Proficient in Excel and financial tools (QuickBooks or similar).
  • Tech-savvy; comfortable learning and using new platforms.
  • Prior experience working with executives, entrepreneurs, or high-trust roles preferred.

Nice to Have:

  • Experience with automation tools (e.g. Notion, Power BI, Zapier, etc.)
  • Familiarity with U.S. or international financial reporting

Our Recruitment Process

  • Video Interview
  • 20-minute take-home skills test
  • 30-minute Call with the Recruiter (project, benefits, etc.)
  • Interviews directly with the client (depending on the project the # of interviews may vary, this may include an assessment)
  • Final Offer

One of our core values at Zipdev is "Be authentic." that's why we encourage you to answer the application form in your own words; we are interested in getting to know you, not a digital assistant.

Wondering how our remote environment or our payment method work? We've put together some helpful answers in our FAQs at the bottom our our career site. Take a look and let us know if you have any other questions!

Company Information

Location: San Diego, CA

Type: Hybrid