About the Role<\/p>\n
\tThe primary need is budget creation and budget management. The business currently does not have a formal budget process, and leadership wants someone who can help build a budget,track performance against that budget, and provide regular updates showing where the
\n\tbusiness stands financially.The ideal candidate will be comfortable preparing weekly, monthly, quarterly, and annual financial reports, explaining numbers clearly to non-accounting stakeholders, and proactively flagging financial trends, risks, or inconsistencies.
\n\tBecause this is a real estate business, experience with real estate workflows,commission-based revenue, agent reimbursements, brokerage-related financial tracking,or real estate accounting is strongly preferred.<\/p>\n
Key Responsibilities<\/p>\n
Budget Creation, Budget Management & Reporting<\/p>\n
\tAssist leadership in creating and maintaining a practical business budget.
\n\tTrack actual performance against the monthly budget.
\n\tPrepare weekly reports showing how the business is performing against the budget for the current month.
\n\tSupport monthly, quarterly, and annual financial reporting.
\n\tHelp leadership understand whether proposed expenses, hires, investments, or new commitments are within budget.
\n\tProvide clear financial visibility so the business is not relying on informal or reactive spending decisions.<\/p>\n
QuickBooks Online Bookkeeping & Financial Management<\/p>\n
\tMaintain accurate day-to-day bookkeeping in QuickBooks Online.
\n\tReview existing books and identify whether cleanup is needed.
\n\tEnsure income, expenses, commissions, bonuses, payroll-related items, and owner\/partner-related transactions are properly categorized.
\n\tMaintain clean, organized, and audit-ready financial records.
\n\tReplace and improve the current external bookkeeping workflow if the client moves forward.
\n\tEnsure all books are current, accurate, and useful for management decision-making.<\/p>\n
U.S. Tax Preparation Support<\/p>\n
\tOrganize financial data and documentation for tax preparation.
\n\tSupport quarterly tax payment preparation for owner-partners where applicable.
\n\tHelp gather deductions and supporting documentation.
\n\tCoordinate with U.S.-based tax preparers or accountants as needed.
\n\tPrepare financial records in a format requested by tax professionals.
\n\tPrior experience supporting U.S. tax preparation is strongly preferred.<\/p>\n
Invoicing & Agent Expense Reimbursement<\/p>\n
\tSupport invoicing for agent-related expenses where appropriate.
\n\tHelp track expenses that should be passed through to agents, such as upgraded photography packages or listing-related costs.
\n\tAssist with workflows where the company pays an expense upfront and later invoices the agent or deducts the amount from commission splits.
\n\tMaintain documentation of agent reimbursements, deductions, and expense allocations.
\n\tSupport future invoicing needs related to new developments or expanded business activity.<\/p>\n
Reconciliations & Expense Tracking<\/p>\n
\tReconcile bank, debit card, and credit card transactions.
\n\tInvestigate uncategorized, duplicate, missing, or mismatched transactions.
\n\tEnsure receipts and supporting documentation are properly organized.
\n\tMaintain clean records in QuickBooks Online and Google Drive.
\n\tTrack expenses by category, business unit, partner, or agent as needed.<\/p>\n
Bill Pay, Payroll & Payables Support<\/p>\n
\tAssist with bill pay processes.
\n\tMaintain payment schedules and vendor records.
\n\tSupport payroll-related tracking and coordination as needed.
\n\tEnsure bills, recurring payments, and vendor obligations are organized and visible.
\n\tHelp prevent missed payments, duplicate payments, or unclear expense ownership.<\/p>\n
Real Estate Commission & Revenue Tracking<\/p>\n
\tHelp track income received from brokerage-related transactions.
\n\tSupport categorization of revenue tied to commissions, bonuses, salary, and other compensation structures.
\n\tAssist in organizing financial data where incoming brokerage payments do not clearly match outgoing allocations.
\n\tWork with leadership to improve clarity around real estate revenue streams.
\n\tUse available transaction and financial data to support more accurate financial projections.<\/p>\n
Financial Reporting<\/p>\n
\tPrepare and deliver regular financial reports, including:
\n\tProfit & Loss statements
\n\tBalance Sheet summaries
\n\tCash flow visibility
\n\tBudget vs. actual reports
\n\tMonthly and quarterly performance summaries
\n\tPresent financial information in a clear, simple format for non-accounting stakeholders.
\n\tProactively flag financial trends, risks, inconsistencies, or unusual transactions.
\n\tHelp leadership make better decisions using accurate, timely financial data.<\/p>\n
Requirements<\/p>\n
Required Qualifications<\/p>\n
\t3 + years of bookkeeping, accounting, or financial operations experience.
\n\tStrong proficiency in QuickBooks Online.
\n\tExperience supporting U.S.-based clients or companies.
\n\tStrong understanding of bookkeeping and accounting fundamentals.
\n\tAbility to prepare and explain Profit & Loss statements, Balance Sheet summaries,and budget vs. actual reports.
\n\tExperience with bank, debit card, and credit card reconciliations.
\n\tStrong Excel \/ Google Sheets skills.
\n\tComfortable working in Google Workspace \/ Google Suite.
\n\tExcellent written and spoken English.
\n\tStrong attention to detail and accuracy.
\n\tAbility to work independently in a remote environment.
\n\tStrong organizational skills and ability to manage documentation.
\n\tComfortable communicating with U.S.-based leadership.
\n\tAbility to handle confidential financial information with integrity.
\n\tWillingness to support bookkeeping, financial operations, reporting, and related documentation tasks.<\/p>\n
Preferred Qualifications<\/p>\n
\tCPA, ACCA, or equivalent accounting certification preferred.
\n\tPrior experience with U.S. tax preparation, quarterly tax support, or tax filing workflows.
\n\tExperience preparing financial records for U.S.-based tax preparers.
\n\tExperience supporting real estate, brokerage, property, or commission-based businesses.
\n\tExperience with invoicing, agent reimbursements, or commission-related expense tracking.
\n\tExperience supporting small business owners, partnerships, or owner-operated companies.
\n\tComfort using AI tools to improve reporting, documentation, checklists, and workflow efficiency.
\n\tStrong financial communication skills and the ability to explain numbers clearly.<\/p>\n
Tools & Systems<\/p>\n
Candidates should be comfortable using or learning:<\/p>\n
\tQuickBooks Online
\n\tGoogle Workspace \/ Google Drive
\n\tGoogle Sheets \/ Microsoft Excel
\n\tEmail, calendar, and remote communication tools
\n\tAI tools for workflow support, documentation, summaries, and reporting<\/p>\n
Work Style & Personal Attributes<\/p>\n
The ideal candidate is:<\/p>\n
\tProactive \u2014 does not wait to be told every next step.
\n\tFinancially confident \u2014 can speak clearly about numbers, budgets, and reports.
\n\tDetail-oriented \u2014 enjoys reconciling, organizing, and making financial records clean.
\n\tPractical \u2014 can translate accounting data into useful business insight.
\n\tTrustworthy \u2014 handles sensitive financial information with discretion.
\n\tOrganized \u2014 maintains clean files, clear notes, and repeatable processes.
\n\tCommunicative \u2014 provides regular updates and flags issues early.
\n\tFlexible \u2014 comfortable supporting bookkeeping first, with related financial operations tasks as needed.
\n\tTech-savvy \u2014 able to learn financial systems, reporting tools, and workflow processes.<\/p>\n
Equipment Requirements<\/p>\n
\tPersonal laptop or desktop computer.
\n\tReliable high-speed internet connection (100 Mbps).
\n\tHigh-quality headset.
\n\tQuiet, professional remote workspace.
\n\tPhone access for occasional calls, if required by the client.<\/p>\n
Apply Through:<\/p>\n
cdl.zohorecruit.com<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/cdl.zohorecruit.com","_company_name":"CDL Human Resource","_company_website":"http:\/\/cdl.co.ke\/","_company_tagline":"CDL was founded in early 2003 by its current Managing Director Lucy Mmari.Within her 14 year tenure in a well established logistics company, She honed her skill in human resources management and thereafter started CDL.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[812],"job-categories":[704,693,701,1301],"job-types":[1302],"class_list":["post-97056","job_listing","type-job_listing","status-publish","hentry","job_listing_region-eldoret","job-type-part-time-remote"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings\/97056","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=97056"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job_listing_region?post=97056"},{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-categories?post=97056"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-types?post=97056"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}