Executive Systems & Data Operator (Excel + AI + Forecasting)
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Executive Systems & Data Operator (Excel + AI + Forecasting)
About the Role
We are building two companies:
Real estate operations company
Digital marketing / website company
We are looking for a highly intelligent, detail-oriented operator to work directly with the CEO.
This is NOT a basic virtual assistant job.
This role requires strong Excel skills, analytical thinking, and the ability to build structure from messy information.
You must be comfortable working with:
• Financial data
• Legal documents
• Deadlines
• AI tools
• Fast-moving decision-making
Compensation
Base: $300–$400 per month (15–25 hours per week)
Performance bonuses available after 60–90 days based on measurable results.
This role can grow into higher compensation if performance is strong.
Core Responsibilities
1. Forecasting & Financial Tracking
• Build 30-day, 60-day, and 90-day revenue forecasts
• Track cash flow
• Track company expenses
• Maintain master financial dashboard
• Update numbers weekly
Excel skills required:
• Formulas
• Pivot tables
• Forecasting
• Logical functions
• Clean financial modeling
If Excel is not strong for you, do not apply.
2. AI & Automation
• Use ChatGPT and Gemini for workflow support
• Convert meeting recordings into task lists
• Build simple automation systems
• Improve reporting processes
• Help reduce manual work
You must enjoy learning new tools and testing systems.
3. Legal & Tax Organization
• Organize documents for bankruptcy consultation
• Track lawsuit deadlines
• Pull tax transcripts
• Summarize contracts
• Maintain liability tracking sheet
This role organizes information. It does NOT provide legal advice.
4. Executive Support
• Maintain CEO calendar
• Track critical deadlines
• Maintain master task board
• Follow up on assigned tasks
• Help recruit field inspectors (post jobs, track applicants)
Goal: Reduce CEO workload by at least 10 hours per week.
Required Skills
• Strong Excel skills (advanced formulas)
• High attention to detail
• Strong written English
• Comfortable reading contracts
• Comfortable receiving direct feedback
• Able to work independently
• Mentally strong under pressure
• Willing to grow long-term
30-Day Goals
• Master liability tracking sheet completed
• Revenue forecast model live
• Calendar system organized
• All documents structured
60-Day Goals
• At least 3 automation improvements implemented
• Reporting fully structured
• Forecast accuracy within 15%
• Weekly executive summary created consistently
90-Day Goals
• Forecast accuracy within 10%
• 10+ hours per week saved for CEO
• Organized legal & tax documentation
• Recruitment tracking system active
Growth Opportunity
This role can grow into:
• Chief of Staff
• Director of Systems
• Operations Manager
Compensation increases based on measurable impact.
Application Questions
Describe the most complex Excel sheet you have built.
How would you forecast revenue for a business with changing monthly income?
What AI tools have you used in real work?
How do you make sure deadlines are never missed?
Why do you want long-term growth instead of short freelance projects?
Shortlisted applicants will complete a small Excel and analysis test.
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Spent: $3,798.33Rating: 4.0Verified