US Bookkeeper and Reporting specialist

Job Title: Bookkeeping and Reporting Specialist – Director’s Office

Experience Required:

Industry:

About the Role

Bookkeeper and

This role involves managing reporting, documentation, and internal coordination across multiple

verticals - primarily for an investment-focused company.

You’ll play a key part in bringing structure to operations, building clean reports, and enabling data-driven decisions at a leadership level.

Key Responsibilities

• Create and manage recurring reports across departments/projects

• Tracking and reporting real estate investments , financial portfolio (bonds) and business expenses

  .
• Maintain multiple spreadsheets, trackers, and performance documents
• Organize and structure operational data in a digestible format
• Track disbursements, vendor payments, and summary sheets
• Support Director with time-sensitive reports, internal coordination, and documentation
• Assist in basic financial summaries and reporting
• US Bookkeping

Requirements

• Minimum

  5 years

  of experience in reporting, MIS, or coordination roles
• Qualification - Bachelors in Finance or related field.

• Strong Excel skills

  (Pivot Tables, VLOOKUP , formulas, multi-sheet management)
• Experience in working directly with leadership or in small teams is a plus
• Comfortable handling data across domains
• Excellent communication and documentation skills
• Self-motivated and reliable, with the ability to meet deadlines without supervision
• Process automation through Advance Excel
• Assist with the development of ADHOC reports using Excel and other operational tools to
• address business needs including creation of customized reporting that will aid day to day
• operations of the department.
• Knowledge of Quickbooks and US accounting is a plus
• Power Bi is a plus
• Strong oral and written communication

Why Join Us?

• Direct exposure to business leadership
• High ownership role in a lean, impactful setup
• Clean work environment with a long-term growth mindset
• Competitive salary and visibility within the core team

About the company :

industry. We aim to provide customised and tailored investment services to our esteemed clients.