[Remote] Financial Operations Coordinator (Part-Time)

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. C-P Systems is a process mechanical engineering consulting firm established in 1995, specializing in various engineering services. They are seeking a part-time Financial Operations Coordinator to manage financial reporting, QuickBooks, and internal tracking functions, while also improving systems and processes within the organization.

Responsibilities

Monthly KPI reporting and distribution
Monthly financial report preparation
Creating dashboards (Power BI) and associated databases/spreadsheets that support them
Sales forecasting infrastructure
QuickBooks Online review, categorization, and reconciliation
Ongoing coordination with outside bookkeeper and accounting firm (or with the right qualifications taking on outside bookkeepers duties as well)
Banking coordination
Oversee the monthly invoicing cycle, including project management software time and expense approval through billing
AR aging review and client follow-up
AR/AP coordination and vendor payments
Backup invoicing duties
Own the Birdview PSA to billing workflow: identify gaps, improve the process, reduce manual effort
Evaluate and recommend improvements to our current billing integrations
Project management system coordination for financial and reporting purposes
Process documentation: build and maintain written procedures for all financial workflows
Payroll coordination through Vensure PEO, bi-monthly processing cycle
Backup on payroll and related critical administrative functions

Skills

QuickBooks Online experience: categorization, reconciliation, and reporting
Comfort with project-based billing and time-and-expense environments
Experience with or quick aptitude for new software (we use Birdview PSA and BQE Core currently)
Ability to identify system and integration needs. In house IT support is available for implementation that requires any heavier coding beyond what would be expected of this role
Experience or willingness/aptitude to learn Power BI and associated databases/integrations
Curiosity and desire to question and improve processes
Clear, proactive communicator
Ability to work independently and manage a recurring calendar of deadlines
Professional services or consulting firm background; we bill mostly hourly time and expense by project and our financial
Experience evaluating or improving software integrations
Comfort with AI tools for reporting, process documentation, or workflow automation

Company Overview

Our approach to every project begins with meticulous documentation and comprehension of your prerequisites, objectives, and limitations to achieve process, business, and regulatory requirements. It was founded in 1995, and is headquartered in White Bear Lake, Minnesota, USA, with a workforce of 11-50 employees. Its website is https://c-psystems.com/.

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