Financial Consultant

Job Summary We are seeking a dynamic and knowledgeable Financial Consultant to join our team on a part time basis. This role handles core bookkeeping (AP/AR, invoicing, QuickBooks), supports material purchasing and resale, and focuses heavily on process improvement, moving us from ad-hoc, paper-based workflows to streamlined, documented systems. The position starts part-time and hybrid (work from home most of the time, with one required in-office day per week to callibrate with CEO). Duties Manage full-cycle Accounts Payable (AP) and Accounts Receivable (AR) Generate, send, and track customer invoices Enter, reconcile, and maintain all financial transactions in QuickBooks Handle purchasing of materials, resale tracking, and basic inventory/operational support Identify inefficiencies in current processes (things currently come in and get printed out with little structure) Design, implement, document, and maintain standardized processes and procedures to streamline operations and bookkeeping Provide general operational and administrative support to the team Cross-train on preparation of submittal documents and other tasks as needed Requirements Previous bookkeeping or accounting experience (QuickBooks proficiency is required) Strong organizational skills and a natural process-improvement mindset Comfortable working independently in a hybrid/remote environment Excellent attention to detail, reliability, and ability to create structure Experience in a small business, construction, or materials supply environment is a plus (due to submittals and material resale) Reliable transportation for the weekly office day

Pay:

$30.00 - $50.00 per hour

Work Location:

Hybrid remote in Indian Trail, NC 28079