What are the responsibilities and job description for the Financial Coordinator - Part-Time position at Voyage Advisory?
Financial Coordinator – Part Time
Job Title: Financial Coordinator
Reports To: Managing Director
Employment Type: Part-Time (15 hours per week)
Location: Hybrid (Mondays remote, in-office on Wednesdays or Thursdays, Chicago, IL - Ravenswood/Bowmanville Office)
Our consultancy is looking for a highly motivated and talented part- time financial coordinator. We are looking for a peak performer who has a passion for business, a joy in solving problems and a work ethic that doesn't rest until the job is done.
The Financial Coordinator will play a critical role in managing the financial operations of the organization, including bookkeeping, payroll, invoicing, and compliance tasks. This individual will also support financial forecasting, vendor evaluations, and system administration for key financial tools. The ideal candidate will have a strong background in QuickBooks, payroll processing, and compliance troubleshooting and will thrive in a dynamic, part-time role with predictable workload peaks around Mondays and the beginning of each month.
PRIMARY RESPONSIBILITIES
Financial Operations
Compliance and Reporting
System Administration
Vendor Coordination
REQUIRED SKILLS
WORK SCHEDULE
COMPENSATION
Hourly compensation is competitive and commensurate with experience. This role is part-time, approximately 15 hours per week.
Job Title: Financial Coordinator
Reports To: Managing Director
Employment Type: Part-Time (15 hours per week)
Location: Hybrid (Mondays remote, in-office on Wednesdays or Thursdays, Chicago, IL - Ravenswood/Bowmanville Office)
Our consultancy is looking for a highly motivated and talented part- time financial coordinator. We are looking for a peak performer who has a passion for business, a joy in solving problems and a work ethic that doesn't rest until the job is done.
The Financial Coordinator will play a critical role in managing the financial operations of the organization, including bookkeeping, payroll, invoicing, and compliance tasks. This individual will also support financial forecasting, vendor evaluations, and system administration for key financial tools. The ideal candidate will have a strong background in QuickBooks, payroll processing, and compliance troubleshooting and will thrive in a dynamic, part-time role with predictable workload peaks around Mondays and the beginning of each month.
PRIMARY RESPONSIBILITIES
Financial Operations
- Perform bookkeeping tasks and maintain accurate financial records in QuickBooks.
- Process and run payroll using Gusto, including configuring benefits withholdings.
- Manage invoicing for complex consulting projects through BigTime.
- Review and approve timesheets and expense reports for accuracy and compliance.
- Coordinate ACH payments and vendor disbursements using Chase.
- Ensure compliance with paid leave, sick leave, and holiday plans.
- Assist with financial forecasting and planning.
Compliance and Reporting
- Prepare and file annual state reports and address state compliance matters.
- Troubleshoot compliance issues, including new state registrations and filings with payroll providers.
- Coordinate with external accountants for tax filings and financial reporting.
System Administration
- Serve as the administrator for financial systems, including QuickBooks, Gusto, Chase, BigTime, Guideline 401(k), and Hartford Insurance.
- Set up and maintain projects in BigTime and ensure accurate billing configurations.
- Review and eliminate recurring expenses to optimize cost management.
Vendor Coordination
- Manage relationships with key vendors such as Northwest Registered Agent and United Healthcare.
- Assist with vendor evaluations to support cost-effectiveness and quality.
REQUIRED SKILLS
- Education:
- Bachelor’s degree required; business-related field such as accounting or finance preferred. CPA not required but is a plus.
- Experience:
- Extensive experience with QuickBooks and payroll processing.
- Background in compliance troubleshooting, particularly state filings.
- Familiarity with invoicing and financial forecasting.
- Skills:
- Proficiency in financial software and tools (QuickBooks, Gusto, etc.).
- Exceptional attention to detail and organizational skills.
- Strong analytical and problem-solving abilities.
- Ability to handle confidential information with discretion.
WORK SCHEDULE
- Mondays: Remote work required.
- Wednesdays or Thursdays: In-office work required.
- Additional work may be necessary around the beginning of each month to meet deadlines.
COMPENSATION
Hourly compensation is competitive and commensurate with experience. This role is part-time, approximately 15 hours per week.
