Maintain accurate records of personal and business-related financial transactions.
Prepare and manage the CEO’s personal financial statements, cash flows, and investment portfolios.
Handle payments, reimbursements, and expense tracking on behalf of the CEO.
Ensure compliance with tax regulations; coordinate with tax consultants for filings and audits.
Manage banking, investments, and loan-related documentation.
Track and reconcile accounts, invoices, and outstanding dues.
Prepare reports, summaries, and dashboards for quick financial reviews.
Liaise with external auditors, legal advisors, and financial institutions as needed.
Maintain strict confidentiality and protect sensitive financial information.