Remote Part-Time Personal Finance Operations Lead

Moss Consulting; United States; Remote; USD 42,000 - 65,000; Part time

Job summary

Moss Consulting in Dallas, TX is seeking a hands-on personal finance coordinator for a part-time, remote-friendly role with occasional in-person meetings in Dallas. You will build budgets, plan debt payoff, manage cash flow, and maintain confidential trackers, partnering with a family CPA.

The ideal candidate has strong bookkeeping experience, proficiency with QuickBooks and Monarch, impeccable discretion, and the ability to work independently with minimal supervision.

Qualifications

• Hands-on bookkeeping or financial-operations experience including budgeting and debt payoff from scratch.
• Experience with QuickBooks and Monarch; willing to use preferred tools.
• Discreet handling of sensitive personal finances is essential.
• Organized, detail-oriented, proactive about flagging issues.

Responsibilities

• Build a personal budget from scratch and organize finances.
• Create and manage a debt payoff plan and track progress.
• Manage day-to-day cash flow, bill payments, and account monitoring.
• Develop financial trackers and reporting tools for ongoing use.
• Collaborate with the family's CPA on personal and business finances.
• Monitor accounts and flag issues early; maintain confidentiality.

Skills

Bookkeeping

Financial operations

Confidentiality

Independent work

Tools

QuickBooks

Monarch

Job description

Moss Consulting in Dallas, TX is seeking a hands-on personal finance coordinator for a part-time, remote-friendly role with occasional in-person meetings in Dallas. You will build budgets, plan debt payoff, manage cash flow, and maintain confidential trackers, partnering with a family CPA.

The ideal candidate has strong bookkeeping experience, proficiency with QuickBooks and Monarch, impeccable discretion, and the ability to work independently with minimal supervision.