Serv Recruitment Agency

Financial Planning and Analysis

• Oversee Accounts Payable (AP) and Accounts Receivable (AR) cycles
• Review invoices for accuracy against vendor contracts
• Reconcile bank statements and general ledger accounts on a monthly basis
• Oversee daily cash management functions
• Prepare wires and ACH transactions
• Develop Standard Operating Procedures (SOPs) for recurring finance tasks
• Assist in the preparation of monthly, quarterly, and annual financial statements
• Assist in preparing budget-to-actual variance analysis and provide commentary to department leaders
• Maintain and update financial models to support long-term forecasting
• Serve as a point of contact for external auditors
• Prepare audit workpapers and ensure documentation is organized and compliant
• Maintain internal controls to mitigate financial risk and ensure data integrity
• Contribute to the review of annual tax documentation including 1099s and 1042s for the client base
• Assist in implementing and managing a sales tax function
• Partner with leadership to provide data-driven insights for special projects
• Assist in the development of a stronger analytics function within the finance team
• Identify opportunities for process automation and operational improvements within the finance department.

Junior Financial Analyst

Content Marketing Manager

• Own and lead content strategy across all organic channels including social media, email, YouTube, and educational content
• Build, manage, and develop the content team, including social media managers and content contributors
• Establish scalable content production systems, workflows, and processes
• Define content calendars, themes, and priorities aligned with company growth goals
• Oversee content creation and distribution to ensure consistency in messaging and quality
• Collaborate with the Creative Director to ensure alignment with brand and visual identity
• Partner with Paid Acquisition to support ad creative, messaging, and performance
• Use data and analytics to continuously optimize content performance
• Lead initiatives that drive brand awareness, engagement, and customer acquisition
• Identify and expand into new content channels, formats, and opportunities for growth

Head of Content

Executive Assistant

• Manage and maintain the Founder’s email inbox (Outlook), including prioritization, drafting responses, and flagging urgent matters
• Coordinate and optimize complex business and personal calendars
• Schedule meetings, calls, travel, and appointments with precision
• Prepare meeting agendas, materials, and follow-up action items
• Act as gatekeeper while maintaining strong professional relationships
• Draft polished communications in the Founder’s voice
• Oversee daily administrative tasks to ensure operational efficiency
• Manage documentation, contracts, and confidential records
• Assist with reporting and document preparation
• Coordinate internal communications between departments
• Help build and refine systems as the company scales
• Work alongside the Bookkeeper using Sage for expense tracking and financial documentation support
• Process and reconcile expenses
• Assist with invoice coordination and payment tracking
• Support reporting and financial documentation as needed
• Manage personal calendar commitments and scheduling
• Coordinate appointments, reservations, and personal logistics
• Support special projects and ad hoc executive requests
• Collaborate closely with the Founder’s Personal Assistant to ensure seamless coverage
• Work closely with the Front Desk to manage guest experiences and meeting logistics
• Support internal team coordination
• Help improve administrative systems and workflows as the company grows
• Support ongoing digital transformation and automation initiatives

Marketing

• Lead strategy and execution across Google Ads and Microsoft Ads campaigns
• Manage and optimize full-funnel search acquisition programs
• Develop campaign structure, bidding strategies, and scaling plans
• Monitor performance and identify optimization opportunities across large datasets
• Conduct search term and keyword expansion analysis
• Collaborate with internal teams on landing pages, creative, and testing strategy
• Maintain clear reporting frameworks and communicate performance insights
• Mentor and support junior team members when appropriate

Senior Search Media Buyer

• Oversee Accounts Payable (AP) and Accounts Receivable (AR) cycles
• Review invoices for accuracy against vendor contracts
• Reconcile bank statements and general ledger accounts on a monthly basis
• Oversee daily cash management functions
• Prepare wires and ACH transactions
• Develop Standard Operating Procedures (SOPs) for recurring finance tasks
• Assist in the preparation of monthly, quarterly, and annual financial statements
• Assist in preparing budget-to-actual variance analysis and provide commentary to department leaders
• Maintain and update financial models to support long-term forecasting
• Serve as a point of contact for external auditors
• Prepare audit workpapers and ensure documentation is organized and compliant
• Maintain internal controls to mitigate financial risk and ensure data integrity
• Contribute to the review of annual tax documentation including 1099s and 1042s for the client base
• Assist in implementing and managing a sales tax function
• Partner with leadership to provide data-driven insights for special projects
• Assist in the development of a stronger analytics function within the finance team
• Identify opportunities for process automation and operational improvements within the finance department

Finance Associate

Administrative Assistant

• 60% bookkeeping responsibilities, 40% admin (office management responsibilities)
• Day-to-day bookkeeping and transaction management using QuickBooks Online
• Oversee vendor payments invoice processing and expense tracking to ensure accuracy timeliness and proper allocation
• Pull prepare and reconcile financial data including revenue reports from AppFolio and other property management systems
• Supporting monthly reconciliations for leadership
• Assist with quarterly financial reporting and data preparation to support management and external stakeholders
• Supporting the operations and admin teams with admin tasks (filing, coordination, depositing the laundry coins in the bank)
• Maintain strong financial organization across multiple projects properties and legal entities
• Collaborate closely with operations and leadership teams to ensure bookkeeping processes scale effectively with business growth

Bookkeeper – Office Manager

Bookkeeper

• Day-to-day bookkeeping and transaction management using QuickBooks Online
• Oversee vendor payments, invoice processing, and expense tracking to ensure accuracy, timeliness, and proper allocation
• Pull, prepare, and reconcile financial data including revenue reports from AppFolio and other property management systems
• Supporting monthly reconciliations for leadership
• Assist with quarterly financial reporting and data preparation to support management and external stakeholders
• Supporting the operations and admin teams with admin tasks (filing, coordination)
• Maintain strong financial organization across multiple projects, properties, and legal entities
• Collaborate closely with operations and leadership teams to ensure bookkeeping processes scale effectively with business growth

Chief Marketing Officer

• Take full ownership of Foothills Painting’s marketing across channels
• Manage and optimize performance with disciplined testing and decision-making
• Build the systems and playbooks for the entire marketing department
• Partner with Sales to improve close rate, lead quality, and speed-to-contact
• Coordinate with Operations to manage capacity versus demand
• Launch and optimize campaigns, build landing pages, write ad copy, and structure offers
• Manage vendors as needed

Marketing Director

Social Media Manager

• Fully manage the following social channels end-to-end: Instagram, X, Facebook, YouTube, LinkedIn, TikTok, Reddit
• Manage the existing, experienced team responsible for comment and direct message moderation, using their work to identify key insights
• Create overall social strategy
• Publish and schedule content
• Write hooks and captions that drive engagement
• Identify proven and repeatable content frameworks
• Establish an organized A/B testing cadence
• Assist with creator or influencer collaborations
• Upload content using best practices
• Manage engagement across platforms
• Coordinate with the team to source ideas
• Maintain a content calendar and consistent posting cadence
• Identify growth opportunities on new platforms, events, and co-branded posts
• Maintain regular reporting showing key metrics and growth analytics

• The CMO will own and deliver marketing for Affiliate Takeover events end-to-end.
• Be accountable for ticket sales performance across all ATO events.
• Translate revenue targets into clear, actionable marketing plans.
• Actively manage ticket pacing and adjust strategy in real time to hit targets.
• Plan and execute marketing campaigns across email, paid, social, website, and partnerships.
• Track performance across all channels (ticket sales, CPA, conversions, engagement).