Job Overview

Our client is looking for a Senior Finance Specialist to oversee financial management and reporting across a growing group of businesses in real estate, lending, construction, and property operations. The role combines hands-on bookkeeping and financial management with Fractional CFO support, providing the Founder with accurate financial visibility, analysis, and actionable insights across multiple businesses.

Schedule:

• Monday–Friday, 8:00 AM–5:00 PM CST (40 hours/week)

Responsibilities

1. Financial Management & Bookkeeping

• Own day-to-day bookkeeping, AP/AR, reconciliations, financial records, and cash-flow tracking across multiple businesses.
• Maintain accurate, organized, and audit-ready records for income, expenses, commissions, payables, and receivables.
• Monitor financial activity and proactively identify discrepancies, risks, unusual activity, and cash-flow concerns.

2. Fractional CFO Support & Financial Reporting

• Prepare weekly/monthly financial reports and management dashboards covering revenue, expenses, profitability, cash flow, commissions, rental performance, and payables.
• Analyze budgets, forecasts, financial trends, and business performance to identify risks, cost concerns, and opportunities.
• Act as the Founder’s financial right hand by turning financial data into clear insights and actionable recommendations for business decisions.

3. Real Estate & Property Finance

• Manage brokerage income, commissions, pay-at-close statements, transaction expenses, and closed-deal reconciliations.
• Track rental income, property expenses, and profitability across properties.
• Maintain accurate property and transaction financial records and supporting documentation.

4. Lending & Business Operations

• Support the private lending process, including borrower documentation, loan tracking, deadlines, and coordination with borrowers, title companies, and internal stakeholders.
• Monitor bills, vendors, recurring payments, and financial obligations to ensure timely and accurate processing.
• Provide operational support to the Founder through scheduling, follow-ups, process improvement, and coordination across businesses.

Requirements

• 4+ years of experience in bookkeeping, accounting, financial management, or finance operations.
• Strong experience with bookkeeping, AP/AR, reconciliations, financial reporting, cash flow, and profitability analysis.
• Strong Excel/Google Sheets skills, including financial tracking, reporting, dashboards, and analysis.
• Experience managing financial records across multiple entities or businesses.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Ability to proactively identify financial risks, discrepancies, and inefficiencies and provide practical recommendations.
• Strong written and verbal English, discretion with confidential information, and ability to work independently with minimal supervision.

Preferred Experience

• Experience as a Senior Bookkeeper, Finance Manager, Financial Controller, Management Accountant, or Fractional CFO.
• Experience in real estate, property management, construction, or private lending.
• Experience with commissions/pay-at-close, rental property bookkeeping, budgeting, forecasting, and management dashboards.
• Experience with GoHighLevel, Houzz Pro, or similar accounting, CRM, or business platforms.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.