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What does the client’s business do?
Our client is a small, permanent equity firm based in Wisconsin. They specialize in partnering with founders and business owners seeking liquidity and succession planning opportunities.
The firm takes an active role in managing the companies they invest in, providing strategic guidance, operational expertise, and management support to help improve performance and achieve long-term growth.
What were the requirements?
Our client needed a candidate with proven experience in administrative support, and the following key skills:
- Experience in administrative support functions with a strong ability to manage tasks independently.
- A strong aptitude for learning and applying Standard Operating Procedures (SOPs), particularly in accounting and bookkeeping tasks.
- Excellent verbal and written communication skills to ensure effective coordination with team members and stakeholders.
- Strong analytical and problem-solving abilities to help identify areas for improvement and resolve issues efficiently.
- Proven ability to take on tasks and learn from mistakes, implementing strategies for continuous improvement.
- Exceptional organizational skills and attention to detail to ensure tasks are completed with precision.
- A proactive, results-oriented approach with the ability to work independently and manage time effectively in a remote work environment.
These qualities led us to Anna.
What were the responsibilities?
Initially, Anna’s responsibilities included providing administrative support to the team. She quickly excelled in these tasks and expanded her role to include:
- Accounting: Managing various accounting tasks with precision, ensuring the accuracy of financial records, and adhering to established Standard Operating Procedures (SOPs).
- Team Collaboration: Contributing to a positive team environment through a friendly, cooperative, and proactive approach.
- Continuous Professional Growth: Actively seeking knowledge and clarifying questions to ensure consistent improvement and effectiveness in her role.
What was the candidate’s background?
Anna is a proactive and enthusiastic emerging professional with a diverse background, ranging from managing accounts payable and receivable to delivering exceptional customer service. Her core expertise lies in financial management and payment processing, where she excels at revenue optimization and streamlining operations. She has extensive experience in vendor invoice management, payment processing, and responding to customer inquiries, always focusing on delivering innovative solutions and exceptional service.
Originally from Venezuela, Anna has several years of experience working remotely and in multiple languages—exactly the type of skills our client sought. Her ability to work independently and thrive in a remote setting made her an ideal candidate for the role.
How did they find this candidate?
The company used South! We help US businesses find, hire, and pay top Latin American talent.
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