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