[Remote] Financial Operations Coordinator (Part-Time)

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.ResponsibilitiesMonthly KPI reporting and distributionMonthly financial report preparationCreating dashboards (Power BI) and associated databases/spreadsheets that support themSales forecasting infrastructureQuickBooks Online review, categorization, and reconciliationOngoing coordination with outside bookkeeper and accounting firm (or with the right qualifications taking on outside bookkeepers duties as well)Banking coordinationOversee the monthly invoicing cycle, including project management software time and expense approval through billingAR aging review and client follow-upAR/AP coordination and vendor paymentsBackup invoicing dutiesOwn the Birdview PSA to billing workflow: identify gaps, improve the process, reduce manual effortEvaluate and recommend improvements to our current billing integrationsProject management system coordination for financial and reporting purposesProcess documentation: build and maintain written procedures for all financial workflowsPayroll coordination through Vensure PEO, bi-monthly processing cycleBackup on payroll and related critical administrative functionsSkillsQuickBooks Online experience: categorization, reconciliation, and reportingComfort with project-based billing and time-and-expense environmentsExperience 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 roleExperience or willingness/aptitude to learn Power BI and associated databases/integrationsCuriosity and desire to question and improve processesClear, proactive communicatorAbility to work independently and manage a recurring calendar of deadlinesProfessional services or consulting firm background; we bill mostly hourly time and expense by project and our financialExperience evaluating or improving software integrationsComfort with AI tools for reporting, process documentation, or workflow automationCompany OverviewOur 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/.



Apply To This Job