Turn your attention to detail into impact—combine bookkeeping with direct client engagement in a flexible remote role.
About CrewBloom
CrewBloom connects exceptional professionals with forward-thinking companies, offering flexible, remote-first opportunities. We thrive on inclusivity, innovation, and work-life balance while empowering employees to grow in dynamic industries.
Schedule
- Part-time role (within EST business hours, 8 AM–6 PM)
- Fully remote, work-from-home setup
What You’ll Do
- Maintain and update financial scorecards and Excel spreadsheets weekly
- Track sales data and commissions with precision
- Record and manage investor logs for reporting
- Reconcile records and resolve discrepancies
- Communicate with clients (including declined applicants) to provide guidance and explore solutions
- Collaborate with the financing team for customized client support
- Uphold strict confidentiality across all records and communications
What You Need
- Proven bookkeeping, accounting, or financial management experience
- Advanced Microsoft Excel skills
- Exceptional organizational skills with sharp attention to detail
- Strong mathematical and analytical ability
- Professional communication skills for client interactions
- Empathy and tact when handling sensitive client situations
Benefits
- Work-from-home flexibility with your own ideal setup
- Inclusive, innovative company culture
- Career growth opportunities in a high-energy environment
- Work-life balance with no commute stress
- A chance to make a meaningful impact in finance and client experience
Applications are being reviewed now—secure your spot on the team.
Help clients succeed while growing your career from home.
Happy Hunting,
~Two Chicks…