[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