CPA / Financial Operations Manager (Commercial Plaza)

CPA / Financial Operations Manager (Commercial Plaza)

Location: Chester, SC (hybrid or remote with periodic on-site review)

Type: Part-Time or Contract (with potential to expand)

Overview

We are seeking a highly organized, detail-oriented licensed/bonded Bookkeeper to oversee financial operations for a growing commercial/residential/personal portfolio. This role is ideal for someone who goes beyond basic data entry—someone who can bring clarity, structure, and real-time visibility to all financial activity.

The right candidate will ensure that all financial records are accurate, up-to-date, and clearly communicated, enabling ownership to make informed, confident decisions.

Key Responsibilities

• Manage all bookkeeping functions using QuickBooks
• Track and reconcile multiple income streams (tenant rent, CAM, additional revenue channels)
• Monitor and categorize all expenses and outgoing payments
• Maintain clean, accurate, and audit-ready financial records
• Produce monthly Profit & Loss (P&L) statements
• Generate additional financial reports as needed (cash flow, expense summaries, etc.)
• Reconcile bank accounts, credit cards, and payment platforms
• Coordinate with vendors, tenants, and internal stakeholders on billing and payments
• Identify discrepancies and proactively resolve issues
• Ensure timely invoicing, collections, and payment tracking

Communication & Reporting Expectations

• Provide regular financial updates (weekly or biweekly summaries)
• Deliver clear, simplified reporting so ownership always understands:
• Current cash position
• Outstanding receivables/payables
• Monthly performance trends
• Serve as a trusted financial point of contact, ensuring nothing “falls through the cracks”
• Flag concerns early and offer solutions, not just reports

Qualifications

• Licensed and bonded bookkeeping (commercial real estate experience a plus)
• Strong proficiency in QuickBooks (required)
• Experience managing multiple financial inputs and outputs simultaneously
• Ability to produce and interpret P&L reports
• Strong reconciliation and problem-solving skills
• High level of organization and attention to detail
• Clear, proactive communicator (this is critical)
• Ability to work independently and bring structure to systems

What We’re Looking For

This role is not just about maintaining books—it’s about creating clarity and control.

We are looking for someone who:

• Takes ownership of the full financial picture
• Communicates clearly and consistently
• Anticipates needs rather than reacting to issues
• Brings order to complexity

Compensation

• Competitive hourly or monthly retainer (based on experience and scope)
• Opportunity for expanded role as portfolio grows

To Apply

Please submit:

• Resume
• Brief summary of your experience with QuickBooks and financial reporting
• Example of a report or dashboard you’ve created

Work Location: In person