Personal Financial Operations Manager
Moss Consulting · Remote
PERSONAL FINANCIAL OPERATIONS MANAGER
Dallas, TX (Remote-Open) • Part-Time • $40–$55/Hour, Based on Experience
A private family in the Dallas area is looking for a steady, detail-oriented professional to take charge of their personal finances — starting from scratch. There's no formal budget or system in place today, and the family's top priorities are getting organized, paying down debt, and landing on a sustainable budget they can stick to going forward. This is a hands-on, high-trust, build-it-yourself role for someone who genuinely enjoys bringing order to household finances and can be counted on to keep it all confidential.
Why You'll Love This Role
- Meaningful, high-trust work directly supporting a family's financial peace of mind.
- 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.
What You'll Do
- 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.
Who You Are
- 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.
Compensation & Logistics
- $40–$55/hour, based on experience.
- Part-time; weekly hours to be finalized based on candidate availability and family needs.
- Engaged as a 1099 independent contractor.
Interested?
If you'd enjoy bringing order and confidence to a family's financial life, we'd love to hear from you!