[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.
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