Finance Assistant - Philippines - Bizjet Law

Paglalarawan

About Us

We are a nationally recognized boutique law firm based in Denver, Colorado, serving public and private companies, ultra-high-net-worth individuals, family offices, and aviation-focused businesses throughout the United States. Our firm is known for delivering sophisticated legal solutions with a high-touch, relationship-driven approach built on precision, strategy, and trust.

Role Overview

Bizjet Law is seeking a highly organized, analytical, and detail-oriented Finance Assistant to support the CFO and the financial functions of the firm and affiliated companies. This role combines transactional bookkeeping with performance analysis, financial reporting, and strategic support, helping translate numbers into meaningful insights to drive decision-making.

This role requires someone who is proactive, solution-oriented, and collaborative, with strong problem-solving skills. They must demonstrate curiosity about underlying processes, a desire to understand the "why" behind financial workflows, and the initiative to challenge and optimize how things are done. They will leverage AI tools while managing day-to-day financial tasks to streamline workflows, improve accuracy, and generate actionable insights from data.  Familiarity with modern AI platforms is expected, as they are integrated into many of our daily financial and operational processes.  They must also thrive in a remote, fast-paced environment and enjoy partnering closely with leadership and cross-functional teams.

This is a remote position that requires working during Mountain Time (U.S.).

Core Responsibilities

Bookkeeping & Reconciliations

• Maintain accurate general ledger entries.
• Reconcile monthly bank, credit card, and trust account transactions.
• Proactively identify, resolve, and clearly document and report any discrepancies, trends, or irregularities to the CFO.

Cash Flow & Bank Feeds  

• Monitor and maintain accurate bank feeds.
• Proactively track daily cash activity and support the preparation of rolling cash flow forecasts. 
• Assist with short-term liquidity planning and analysis, offering observations and potential solutions.

Accounts Payable & Payroll Support 

• Process vendor invoices, maintain accurate A/P records, and reconcile statements.
• Ensure timely payments in accordance with internal controls.
• Support payroll processing, including validation of hours and proper application of U.S. payroll tax rules and deadlines (knowledge of U.S. payroll tax compliance is essential).
• Coordinate with payroll vendors or systems, with the potential to take full responsibility for payroll administration over time as skills and reliability are demonstrated.

Financial Reporting & Monthly Close Support

• Organize financial data and supporting documents for monthly close.
• Assist with internal financial reports, summaries, and executive dashboards while suggesting improvements to clarity and usefulness.
• Ensure compliance with internal controls and reporting standards.

Performance Analysis & KPI Tracking

• Assist in tracking financial performance, including budget vs. actual performance, identifying variances, root causes, and areas for improvement while ensuring alignment with business goals.
• Analyze KPI trends and prepare actionable insights and suggest optimizations for leadership.
• Maintain and improve internal dashboards (and supporting data sources) to visualize firm performance.

Budget, Forecasting & Modeling

• Assist in developing, updating, and analyzing quarterly and annual budgets.
• Support scenario planning and margin analysis.
• Build and maintain financial models in Excel.

Tax Coordination

• Review tax return drafts against internal financials for consistency.
• Assist in managing estimated tax payment schedules and documentation.

Coordinate with external CPAs or tax preparers, as needed.

Process Improvement & Team Support  

• Actively collaborate with operations, administrative, and legal teams on finance-related workflows.
• Propose improvements to systems for tracking, reconciliations, and reporting by critically evaluating current processes and understanding their rationale.
• Provide financial data and insights for ad-hoc strategic projects with clear, concise communication.
• Use approved AI and automation tools to improve efficiency, reduce manual work, and enhance reporting accuracy, while proactively identifying improvement opportunities and ensuring secure, compliant use in line with firm policies and data standards.

Qualifications 

• Bachelor's degree in Finance, Accounting, or a related field (or equivalent practical experience).
• 5+ years of progressive responsibility in bookkeeping, financial reporting, payroll support, and accounts payable (ideally within a law firm or professional services environment) OR demonstrable excellence in these areas with fewer years through strong analytical/problem-solving ability.
• Experience with U.S. payroll tax compliance and systems.
• Proficient with QuickBooks Online (ProAdvisor Certification strongly preferred)
• Strong background in budgeting, financial analysis, and KPI tracking with proven ability to turn data into actionable recommendations.
• Familiarity with tax reporting, tax return validations, and reconciliation practices.
• Highly proactive, detail-oriented and solutions-focused mindset with excellent organizational, analytical and problem-solving skills, including a curiosity to understand processes and challenge inefficiencies.
• Strong written and verbal communication skills with the ability to present financial insights effectively and collaborate cross-functionally.
• Ability to work independently while proactively seeking input/alignment when needed and handle multiple tasks in a fast-paced environment.
• Strong Excel skills (formulas, pivot tables, financial modeling basics, etc.), and comfort using AI-integrated features within Excel, Office 365, or other cloud accounting systems.
• Demonstrated ability in responsibly using AI tools such as ChatGPT, Microsoft Copilot, or other generative AI platforms to support financial analysis, report generation, or workflow automation. 
• Proficient in Microsoft Office 365 Suite (Outlook, Teams, SharePoint, PowerPoint) and project tools like Asana, Microsoft Planner, etc.
• Familiarity with Clio and Power BI is a plus but not required.

Success Profile 

• Proactive and anticipatory - identifying and addressing issues before they escalate
• Calm and dependable under tight deadlines and pressure
• Ownership-driven - taking full responsibility for accuracy and completion
• Thorough, meticulous, and analytical, performing deep reconciliations and investigations, catching discrepancies early, delivering insightful analysis, and maintaining accuracy in all financial records

Reporting Structure 

• Reports directly to the CFO

Tools You'll Use

• QuickBooks Online
• Clio Manage
• Microsoft 365
• Quo (OpenPhone)
• Project Management Tool

System & Equipment Requirements 

To ensure reliability, security, and performance, candidates must have access to a dedicated work computer that meets the following minimum specifications:

Windows (Minimum Requirements)

• Windows 11
• 16 GB RAM or higher
• 256 GB storage or greater

MacOS (Minimum Requirements)

• Apple M1 processor or higher
• 8 GB RAM or higher
• 256 GB storage or greater

A stable, high-speed internet connection capable of supporting video conferencing and cloud-based systems is required, along with a dedicated, professional workspace and a noise-canceling headset suitable for confidential meetings. A multi-monitor setup is preferred but not required.

Why Bizjet Law

You'll join a firm that values precision, accountability, and process excellence. Your work keeps leadership focused on growing the firm by providing visibility on the firm's profitability and ensuring financials stay accurate and compliant.

Compensation

• Competitive salary based on experience and qualifications.
• Professional development opportunities and career advancement potential.
• Paid holidays and PTO per firm policy