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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?
Our client required the person to complete this position to have experience and the following skills:
- Demonstrated experience in administrative support functions.
- Strong aptitude for learning and applying Standard Operating Procedures (SOPs) related to accounting and bookkeeping tasks.
- Excellent verbal and written communication skills.
- Strong analytical and problem solving skills.
- Demonstrated ability to take on tasks and learn from mistakes.
- Exceptional organizational skills and attention to detail.
- Proactive and results-oriented approach.
But above all, they needed a person who could work independently and manage time effectively in a remote work environment and this is what took us to Anna.
What were the responsibilities?
Anna’s initial responsibilities at the company involved providing administrative support. She handled these tasks efficiently and soon expanded her role to include:
- Accounting: Managing accounting tasks with precision, ensuring the accuracy of financial records while adhering to established Standard Operating Procedures (SOPs).
- Team Collaboration: Fostering a positive team environment through a friendly and cooperative approach.
Additionally, she showed a strong commitment to professional growth by actively seeking knowledge and asking clarifying questions.
What was the candidate’s background?
Anna is a proactive and enthusiastic emerging professional with experience ranging from managing accounts payable and receivable to ensuring exceptional guest experiences as a customer service specialist.
Her expertise is in financial management and payment processing, where she excels in revenue optimization and streamlining operations. An expert in vendor invoice management, payment processing and responding to customer inquiries, Anna describes herself as a professional constantly focused on delivering innovative solutions and exceptional service.
She is from Venezuela but has several years of experience working remotely and in other languages, which is what our client was specifically looking for.
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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