Finance & Admin Officer

Overview

This role supports a virtual CFO firm based in New Zealand that serves startups and high-growth companies across SaaS, Deeptech, Manufacturing, and Building and Construction. The organization is growing an offshore team to strengthen finance and admin support for its CFOs.

As a Finance & Admin Officer, you will set up, check, and follow through on AI-assisted client reporting so CFOs receive accurate, on-time summaries. You will also provide bookkeeping support to clients and EA-style administrative support to leadership.

Responsibilities

Client Support

• Provide bookkeeping support to clients as needed, including:
  • Xero coding
  • Bank reconciliations
  • Month-end tasks
  • Covering gaps when a client’s bookkeeper is unavailable
• Prepare inputs for AI-driven analysis by running standard reports (e.g., Spotlight, Windsor.ai)
• Build and maintain each client’s context files in Claude, including:
  • Business summary
  • GL and reporting structure
  • Currency
  • Entity structure
• Run standard Claude skills, then review AI results for reasonableness against source data
• Resolve flagged questions from Claude (including coordination with the client’s bookkeeper) before sending a clear summary to the CFO
• Action follow-ups from CFO and client meetings
• Liaise with client bookkeepers, tax accountants, and IRD as required

Internal Duties

• Support internal bookkeeping and billing for CFO 4 U, and for Gilligan Sheppard where agreed
• Provide EA-type support for CFOs and leadership, including:
  • Diary and inbox management
  • Meeting preparation and follow-up
  • Action tracking
  • Filing
  • New-client onboarding administration
• Document repetitive processes, identify tasks that could be automated, and help test and maintain Claude skills
• Keep Notion procedures and client records current
• Perform other duties as requested by leadership

Requirements

• 3+ years’ bookkeeping or accounts experience in a commercial environment
• Strong Xero experience and a solid understanding of bookkeeping fundamentals, including reconciliations, AP/AR, GST, and month-end
• Admin or EA experience (diary, email, document management)
• Working Excel skills
• Hands-on experience with AI tools (Claude, ChatGPT etc.) or demonstrated willingness to learn quickly
• Excellent written and spoken English; reliable and organized
• Flexible and willing to take on whatever is needed as the role evolves
• Curious about AI and able to think critically rather than blindly trusting outputs
• Commitment to honesty and integrity
• Ability to balance materiality with attention to detail
• Clear communication skills and strong collaboration
• Positive attitude

Preferred Qualifications

• Experience in an accounting or advisory practice
• Experience with Spotlight, Windsor.ai, or Notion
• Experience with other accounting systems (MYOB, Sage) and inventory systems (Cin7, Unleashed)
• NZ GST and tax knowledge
• Accounting qualification (or part-qualified)

Compensation & Benefits

• Referral incentive: up to PHP 8,000 via GCash for every successful hire (for referrals)

Location

• Open to Philippine citizens currently based in the Philippines.