Personal Financial Operations Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Develop a personal budget from the ground up and streamline the family's financial management.

• Establish and oversee a debt repayment strategy while monitoring progress.

• Handle daily cash flow, manage bill payments, and supervise account activities.

• Create and sustain financial tracking systems and reporting tools.

• Collaborate closely with the family's business CPA regarding personal and business finance intersections.

• Regularly monitor accounts and proactively identify potential issues.

• Ensure all financial information remains strictly confidential.

⛳️ Requirements

• Practical bookkeeping or financial operations experience, including the ability to create budgets and debt repayment plans from the ground up.

• Familiarity with QuickBooks and Monarch is advantageous.

• Must demonstrate discretion when handling sensitive personal financial matters.

• Highly organized, detail-oriented, and proactive in identifying issues.

• Capable of working independently with minimal supervision.

• Preference for candidates based in Dallas for occasional in-person meetings; strong remote candidates will also be considered.

• Successful completion of a background check is mandatory prior to employment.

• Part-time availability with weekly hours determined by candidate availability and family requirements.

• Engagement as a 1099 independent contractor.

🏝️ Benefits

• Flexible part-time schedule that accommodates your existing commitments.

• Remote-friendly work setup.

• Quiet and confidential work environment with no sales pressure or advisory requirements.

• Competitive hourly compensation based on experience.