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/.