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Key Responsibilities:
- Build a personal budget from scratch and get the family fully organized.
- Create and manage a debt payoff plan, tracking progress until it's paid off.
- Manage day-to-day cash flow, bill payments, and account monitoring.
Candidate Profile:
- You have solid bookkeeping or financial operations experience, including building budgets and debt payoff plans from scratch.
- You are highly discreet, organized, detail-oriented, and able to work independently with minimal oversight.
- Experience with QuickBooks and Monarch is a plus; you can use your preferred tools.
Compensation and Logistics:
- Competitive hourly rate of $40–$55, based on experience.
- Part-time, flexible schedule that works around your existing commitments.
- Remote-friendly with occasional in-person availability in Dallas a plus; engaged as a 1099 independent contractor.
Private Family
A private family in Dallas seeks a financial operations manager to organize their personal finances from scratch. The role is part-time, remote-friendly, and offers a high-trust, confidential environment.