Geraldine H.

I provide dependable fund accounting and financial documentation support to finance teams, founders, and professionals who need accurate reporting, well-structured documents, and behind-the-scenes operational support. With 8+ years of experience supporting finance teams and senior stakeholders in investment environments, I’ve worked extensively with financial data, reporting processes, and documentation that requires precision, consistency, and discretion. My background includes fund accounting support, data management, and preparing materials used in investor and professional contexts. In addition to finance support, I specialize in financial and professional writing, including O-1 support letters, financial summaries, and structured reports. I help turn complex information into clear, professional documents while ensuring accuracy and alignment with requirements. I’m best suited for roles where reliability, attention to detail, and confidentiality matter. What I Can Help With Fund Accounting & Finance Support • Fund accounting assistance and reconciliations • Expense tracking and financial data entry • Invoicing and reporting support • QuickBooks & Xero assistance Financial Documentation & Reporting • Financial summaries and internal reports • Investor-style documentation (non-client facing) • Data validation and consistency checks • Document formatting and review O-1 Support Letters & Professional Writing • Drafting and structuring O-1 support letters • Financial narratives and professional summaries • Proofreading and document refinement (Note: writing support only — not legal advice) Administrative & Executive Support • Document and calendar management • Executive support for finance professionals • Travel planning and scheduling Tools & Systems • Microsoft Office (Excel, Word, PowerPoint) • Google Workspace (Docs, Sheets, Drive, Calendar) • QuickBooks & Xero Why Clients Work With Me • Strong finance and documentation background • Detail-oriented and deadline-driven • Comfortable handling sensitive financial information • Clear, professional communication • Reliable long-term support If you’re looking for accurate financial support and well-prepared documentation you can trust, let’s connect.