How a Private Equity Firm Hired a Bilingual Bookkeeper for $1,300 a Month

What does the client’s business do?

Our client is a small permanent equity firm located in Wisconsin. 

They look to partner up with founders and owners of companies seeking an opportunity for both liquidity and succession planning. 

They take an active role in the management by providing strategic guidance, operational expertise, and management support to improve the company's performance.

What were the requirements?

We're seeking a candidate who:

• Was fluent in both Spanish and English.
• Had experience in administrative support, with a willingness to adhere to our standard operating procedures (SOPs).
• Demonstrated excellent communication skills, both written and verbal.
• Possessed strong critical thinking abilities to analyze situations and propose solutions.
• Showed accountability by acknowledging and learning from mistakes, and implementing preventive measures.
• Was highly motivated and capable of working independently in a fully remote environment.
• Exhibited outstanding organizational skills with meticulous attention to detail.

All this took us to Michael. 

What were the responsibilities?

Michael started serving as a bilingual communicator for Spanish-speaking clients, ensuring clear and effective interactions. But he also: 

• Conduct administrative tasks efficiently to support team operations.
• Undertake bookkeeping duties while maintaining accurate financial records in adherence to standard operating procedures (SOPs).
• Demonstrate continuous learning, with the willingness to seek assistance and ask questions when necessary.
• Foster a positive team environment through an outgoing personality and strong interpersonal skills.

What was the candidate’s background?

Michael has a solid background in financial management and accounting. He has experience in cash management, Quickbooks and accounts management.

In the past, he adeptly managed bank reconciliation, invoicing, and accounts, while also preparing comprehensive reports and meticulously tracking project revenue. 

He’s from Ecuador so his Native Language is Spanish but he achieved a Certificate of English in Cambridge.

These experiences make him an ideal fit for an Bilingual - Accountant position.

In just two months, he's established a strong working relationship and is performing well.

How did they find this candidate?

The company used Jules! We help US businesses find, hire, and pay top Latin American talent. 

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