Personal Financial Operations Manager
New
M
Moss ConsultingPersonal Finance
Remote-Open; Dallas-based preferred for occasional in-person meetings; open to strong remote candidates.ContractManager
Salary40 - 55 USD per hour
Apply NowOpens the employer's application page
Job Details
- Required Skills
- BookkeepingQuickBooksBudgeting
Requirements
- Proven, hands-on bookkeeping or financial-operations experience.
- Demonstrated ability to build budgets and debt payoff plans from scratch.
- Strong organizational and detail-oriented skills.
- Ability to work independently with minimal oversight.
- High level of discretion and commitment to confidentiality.
- Experience with QuickBooks and Monarch is a plus.
- Must be able to successfully complete a background check.
Responsibilities
- Build a personal budget from the ground up and establish a formal organizational system.
- Create and manage a debt payoff plan and track progress.
- Manage day-to-day cash flow, bill payments, and account monitoring.
- Develop and maintain long-term financial trackers and reporting tools.
- Coordinate with the family's business CPA regarding intersections of personal and business finances.
- Monitor accounts for irregularities and provide proactive financial updates.
View Full Description & ApplyYou'll be redirected to the employer's site
