Part-Time Financial Manager with a Flair for Aesthetics and Automation

We are a dynamic family and business unit based in the United States, seeking to optimize our financial management processes. Our aim is to streamline operations, enhance our credit management, and automate our financial planning to make our lives simpler and more efficient.

Job Summary:
We are in search of a skilled financial manager who is adept at creating visually appealing and highly functional spreadsheets, managing finances, and leveraging technology for automation. The ideal candidate should be passionate about personal and business finance, possess an innovative mindset, and have experience with or a strong understanding of the financial practices and regulations within the United States. Proficiency in using AI and other digital tools to improve financial processes is crucial.

Key Responsibilities:

Develop and manage aesthetically pleasing and functional spreadsheets for tracking both family and business finances, tailored to U.S. financial practices.
Utilize cost-effective systems or platforms for comprehensive financial management, including but not limited to budgeting, forecasting, and credit building, with an understanding of U.S. financial systems.
Implement automation in bill payments, financial reminders, and decision-making processes to efficiently prioritize financial obligations.
Conduct ongoing research to discover new tools, technologies, and practices for optimizing financial management and automation, particularly those applicable to the U.S. context.
Collaborate closely with family members/business stakeholders to understand financial goals and tailor management strategies accordingly.
Provide periodic reports and insights into financial health, including opportunities for cost savings or investment, with a focus on U.S. financial standards.
Stay informed on U.S. financial regulations and best practices to ensure compliance and maximize credit health.
Qualifications:

Proven experience in financial management, ideally with a portfolio demonstrating expertise in managing finances according to U.S. standards.
Strong familiarity with AI and automation tools designed to streamline financial processes, with a preference for those experienced in U.S.-based operations.
Excellent research skills and adaptability to new technologies and software, with an emphasis on solutions effective in the U.S. market.
Ability to work part-time with flexible hours, acknowledging that the initial setup may require a more substantial time investment.
Excellent communication skills, with proficiency in English and a clear understanding of financial terminology and practices in the United States.
Self-motivated, detail-oriented, and organized, with a strong sense of responsibility towards financial confidentiality and ethics.
Preferred Software Skills:

Proficiency in Microsoft Excel or Google Sheets for advanced spreadsheet management, with knowledge of U.S. financial modeling.
Experience with financial management software like Quicken, Mint, or YNAB (You Need A Budget), which are suited for personal and small business finance management in the U.S.
Familiarity with automation tools like Zapier or Microsoft Power Automate for creating workflows that are efficient in managing finances for U.S.-based individuals or businesses.
Knowledge of AI-driven financial tools or platforms that assist in credit management and financial planning within the U.S. context.

We’re excited to welcome someone who shares our vision for a financially organized and automated future, with a specific focus on managing finances within the United States framework. If you’re passionate about making financial management both beautiful and efficient, and understand the nuances of U.S. financial practices, we can’t wait to hear from you.