Personal Financial Operations Manager

Job not on LinkedIn

🔥 44 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $40 - $55 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Elliott Moss Consulting

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💼 Consulting

🏢 Enterprise

🎯 Recruiter

Consulting • Enterprise • Recruitment

Elliott Moss Consulting is an SAP-focused consultancy founded in 2010 and based in the United Kingdom with offices in India, Singapore, and the USA. EMC specializes in SAP implementation, migration (including SAP S/4HANA), RISE with SAP, SAP Analytics Cloud, SuccessFactors, and SAP application management services. The company also offers offshore application maintenance, project skilling, staffing and executive recruitment services for SAP roles, and serves clients across private and public sectors in multiple countries.

📋 Description

• Build a personal budget from the ground up and get the family fully organized, there's no formal system in place today. • 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. • Build and maintain ongoing financial trackers and reporting tools the family can rely on long-term. • Work closely with the family's business CPA on where personal and business finances intersect. • Monitor accounts and flag anything that needs attention before it becomes a problem. • Keep all financial information strictly confidential.

🎯 Requirements

• Solid, hands-on bookkeeping or financial-operations experience including building budgets and debt payoff plans from scratch, not just maintaining existing systems. • Experience with QuickBooks and Monarch a plus; the family is open to your preferred tools and workflow. • Highly discreet. You understand the sensitivity of managing someone else's personal finances. • Organized, detail-oriented, and proactive about flagging issues early. • Able to work independently with minimal oversight once systems are in place. • Dallas-based preferred for occasional in-person meetings; open to strong remote candidates. • Successful completion of a background check is required prior to employment, given this role's direct access to sensitive financial information.

🏖️ Benefits

• Flexible, part-time schedule that works around your existing commitments. • Remote-friendly, with occasional in-person availability in Dallas a plus. • A quiet, confidential environment — no sales pressure, no advisory obligations. • Competitive hourly pay, based on experience.