Finance & Accounting Assistant

Finance \& Accounting Assistant Part\-Time \| 90\-Day Temp\-to\-Hire \| Orange County, CA Compensation: $24–$28/hour, depending on experience Schedule: 20–25 hours per week initially, with potential to transition to full\-time after 90 days Location: South Orange County, CA (Laguna Niguel / Newport Beach area) Experience: Entry\-level to 3 years About Wrapped Accounting Wrapped Accounting is a boutique accounting and financial advisory firm providing high\-touch Controller, Fractional CFO, and Personal CFO services to entrepreneurs, business owners, investors, and high\-net\-worth individuals. We go beyond traditional bookkeeping and accounting. Our work involves helping clients gain clarity, maintain control of their finances, and make informed financial decisions. We combine strong accounting fundamentals, modern financial technology, and a concierge\-level approach to client service. As we expand our presence in Orange County, we're looking for a detail\-oriented, analytical, and motivated Finance \& Accounting Assistant to join our growing team. This is an opportunity to gain hands\-on experience across accounting, financial operations, and financial analysis while working directly with an experienced team supporting a diverse client portfolio. About the Role The Finance \& Accounting Assistant will support our accounting and advisory team with financial data management, transaction review, reconciliations, and day\-to\-day client financial operations. We're looking for someone who enjoys working with numbers, has a natural eye for inconsistencies, and takes pride in producing accurate, organized work. This is not simply a data\-entry position. You'll be expected to think critically, investigate discrepancies, and develop an understanding of how financial transactions impact the broader financial picture. The position will begin as a part\-time, 90\-day temporary engagement, with the opportunity to transition into a permanent, full\-time position based on performance, business needs, and mutual fit. Key Responsibilities Accounting \& Financial Operations Assist with accounts payable and accounts receivable processing, including invoice entry, payment tracking, and account follow\-up. Review, categorize, and reconcile financial transactions across bank accounts, credit cards, and accounting platforms. Support monthly accounting close activities, including preparation of schedules and supporting documentation. Maintain organized financial records and supporting documentation across multiple client accounts. Assist with expense management, vendor records, and financial operations. Support client onboarding and accounting system setup as needed. Financial Data Review \& Quality Control Review general ledger activity for accuracy, completeness, and consistency. Identify unusual transactions, duplicate entries, misclassifications, and potential accounting discrepancies. Investigate variances and document findings for review by senior accounting team members. Perform quality\-control checks on financial data and reconciliations. Assist with balance sheet account reviews and supporting schedules. Help maintain accurate financial records across multiple entities and accounting systems. Financial Analysis \& Reporting Support Assist with preparing financial reports, spreadsheets, and supporting analyses. Organize and validate financial data used in management reporting. Compare account balances and transaction activity across reporting periods to identify inconsistencies. Support the preparation of financial dashboards and client reporting packages. Assist with ad hoc financial research and analysis projects. Client \& Internal Team Support Coordinate with internal team members to resolve missing documentation or transaction questions. Track outstanding items and ensure timely follow\-up. Maintain internal checklists, workflows, and documentation. Support process improvements and the adoption of financial technology tools. Qualifications Required Associate's or bachelor's degree in Accounting, Finance, Business, Economics, or a related field, or equivalent relevant experience. Current students and recent graduates are encouraged to apply. 0–3 years of relevant accounting, finance, bookkeeping, or administrative finance experience. Strong attention to detail and commitment to accuracy. Working knowledge of Microsoft Excel or Google Sheets. Strong organizational and time\-management skills. Ability to manage multiple assignments and meet deadlines. Professional written and verbal communication skills. Willingness to learn new systems and processes. Ability to handle confidential financial information with discretion. Preferred Experience with QuickBooks Online or Xero. Familiarity with basic accounting principles, including debits, credits, and account reconciliations. Experience with accounts payable, accounts receivable, or general ledger review. Familiarity with financial technology platforms such as Quickbooks Online, Ramp, Mercury, or similar tools. Intermediate Excel skills, including pivot tables, XLOOKUP, and SUMIFS. Experience working in a professional services or client\-facing environment. What We're Looking For Beyond technical qualifications, we're especially interested in someone who demonstrates: Analytical curiosity: You don't just process information; you ask questions when something doesn't look right. Ownership: You follow through on assignments and take responsibility for the quality of your work. Attention to detail: You recognize that small financial errors can have meaningful consequences. Adaptability: You're comfortable learning new tools, managing shifting priorities, and working in a growing business. Professionalism: You communicate clearly, maintain confidentiality, and take pride in delivering excellent service. Growth mindset: You're interested in developing your accounting and financial analysis skills over time. Position Structure \& Growth Opportunity First 90 Days — Part\-Time Temporary Engagement The position will begin at approximately 20–25 hours per week. During this period, you'll receive hands\-on training, work alongside our accounting team, and gradually take ownership of recurring assignments. Performance will be evaluated based on: Accuracy and quality of financial work. Ability to identify and investigate discrepancies. Timeliness and consistency in completing assignments. Independence and ability to apply feedback. Communication, organization, and professionalism. After 90 Days — Potential Full\-Time Opportunity Successful candidates may be offered a permanent, full\-time position based on demonstrated performance, available workload, and mutual fit. As the firm grows, this position may offer a pathway toward roles such as Staff Accountant, Financial Analyst, or other positions within our accounting and advisory practice. A full\-time position is not guaranteed. Why Join Wrapped? Meaningful experience: Gain exposure to accounting, financial operations, and advisory work across a diverse client base. Direct mentorship: Work closely with experienced finance professionals and firm leadership. Professional development: Build technical accounting, analytical, and financial technology skills. Growth opportunity: Join a growing boutique firm with opportunities for expanded responsibility. Modern approach: Work with cloud\-based accounting tools and streamlined, technology\-forward processes. Collaborative environment: Be part of a small team where your contributions make a visible difference. Compensation \& Schedule Hourly compensation: $24–$28, depending on qualifications and experience. Initial commitment: Approximately 20–25 hours per week. Employment structure: 90\-day temporary\-to\-hire. Potential transition: Full\-time employment following the introductory period, subject to performance and business needs. Location: Orange County, California; local availability required. Specific in\-office and remote arrangements will be discussed during the interview process. How to Apply Please submit your resume and a brief introduction explaining your interest in accounting and finance, along with any relevant experience working with financial data, accounting software, or spreadsheets. We are especially interested in candidates who can share examples of how they've demonstrated attention to detail, identified errors, or improved the accuracy of their work. Pay: $24\.00 \- $28\.00 per hour Expected hours: 20\.0 – 40\.0 per week Benefits: Flexible schedule Professional development assistance Work Location: In person