Finance & Systems Administrator — AI/Automation

Carolina Exteriors; Apex (NC); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

Quarterly bonus plan

Health/dental/vision insurance

Paid time off

Paid holidays

IRA/retirement plan

Job summary

Carolina Exteriors in Apex, NC is seeking an Office Manager to own day-to-day financial operations, including AP/AR, invoicing, and reconciliations, while administering BuilderTrend and QuickBooks Online. This hands-on role reports to the CEO and drives AI-enabled process improvements.

You will collaborate with leadership to streamline workflows, ensure accurate financial data, and support project costing and reporting.

Qualifications

• 3+ years of hands-on experience in accounting operations, bookkeeping, or AP/AR (or an equivalent combination of education and experience).
• Proficiency with QuickBooks Online or comparable accounting software.
• Demonstrated experience improving, automating, or documenting business processes.
• Strong Microsoft Office skills
• Must be proficient in Microsoft Word, Excel, SharePoint, Teams, and Adobe Acrobat
• Ability to handle confidential financial information with discretion and sound judgment.

Responsibilities

• Prepare and issue accurate customer invoices and maintain consistent collections follow-up.
• Process vendor bills, support payment runs, and perform AP/AR reconciliations.
• Maintain complete supporting documentation and accurate, current financial records in accordance with established financial controls.
• Identify and promptly elevate discrepancies, exceptions, or financial risks.
• Serve as system owner for financial and administrative data in BuilderTrend, QuickBooks Online, and other approved systems.
• Strengthen workflows, deadlines, and departmental handoffs; identify and resolve missing, delayed, or inconsistent information.
• Reduce duplicate data entry and support reliable job costing and financial reporting.
• Document updated processes and procedures (SOPs), train affected team members, and monitor and measure results — focusing on demonstrated operational improvement rather than technology adoption for its own sake.
• Provide clear, timely status reporting to leadership and elevate problems before they become larger operational or financial issues.

Skills

Microsoft Office

Communication skills

Analytical thinking

Organizational skills

Problem solving

Collaboration

Education

Associate's or Bachelor's degree in Accounting/Finance/Business

Tools

QuickBooks Online

BuilderTrend

Excel

SharePoint

Teams

Adobe Acrobat

Job description

Carolina Exteriors in Apex, NC is seeking an Office Manager to own day-to-day financial operations, including AP/AR, invoicing, and reconciliations, while administering BuilderTrend and QuickBooks Online. This hands-on role reports to the CEO and drives AI-enabled process improvements.

You will collaborate with leadership to streamline workflows, ensure accurate financial data, and support project costing and reporting.