Operations & Business Systems Coordinator
Role details
Job location
Tech stack
Job description
During this project you will:
- Set up and configure QuickBooks for the business
- Organize and enter financial data into QuickBooks
- Import available electronic records and manually enter information when needed
- Work with the business owner to ensure records are complete and accurate
- Prepare organized financial records and reports for business review/guidance
- Integrate Clockify with QuickBooks to improve time tracking and invoicing
- Help organize business records so reporting is accurate and meaningful
- Document new processes and workflows for future use
- Research software and technology that could improve efficiency
- Recommend practical improvements such as mileage tracking, payroll integration, or other business tools
- Assist in creating systems that are easy to maintain as the company grows
Requirements
We're looking for someone who enjoys taking processes that feel siloed and turning them into a cohesive organized and efficient system., * Is comfortable learning new software
- Enjoys technology and problem solving
- Has experience with QuickBooks or is confident learning it quickly
- Has strong attention to detail
- Can work independently while collaborating with the business owner
- Thinks proactively and isn't afraid to suggest better ways of doing things
- Takes pride in accurate work and well-organized records
- Enjoys helping small businesses grow
Preferred Experience
Experience with some or all of the following is preferred:
- QuickBooks
- Microsoft 365 (Excel, Outlook, Teams, OneDrive, SharePoint)
- Data entry and record organization
- Small business bookkeeping
- Business operations
- Process improvement
- Software implementation
- Working with accountants or CPAs
Benefits & conditions
$20 - $25 an hour - Temporary, Part-time, Temp-to-hire, Pay: Starting at $20.00 - $25.00 per hour (DOE) Schedule: Up to 20 hours per week Project Length: Approximately 1-2 months Potential: Opportunity to transition into an ongoing part-time position for the right candidate., By the end of this project, we hope to have:
- QuickBooks fully implemented and organized
- Financial records entered and ready for our CPA
- Time tracking connected with invoicing where possible
- Improved systems that reduce manual work
- Clear documentation of new processes
- Recommendations for additional improvements that support the company's future growth
Future Opportunity
This position begins as a project-based assignment of approximately 20 hours per week for 1-2 months. If the project is successful and there is a mutual fit, the position may transition into an ongoing part-time role supporting business operations, technology, and process improvement as our company continues to grow.
We're a small, collaborative team that values initiative, continuous learning, and finding better ways to serve both our clients and each other. We look forward to meeting you and having you join us.
Pay: $20.00 - $25.00 per hour