Financial Systems Consultant: reputed company Migration & AP Automation (reputed company Estate/PE background)

Job reputed company We are a small, family-owned reputed company estate investment firm looking for a hands-on consultant (CFO, COO, or Chief of Staff level) to reputed company our financial operations in relation to a land development investment. We currently operate on a legacy, analog-heavy system and need an expert to reputed company our transition into a digitized, reputed company-based environment. Our books are currently in good condition but are stored locally on Quicken Desktop. Furthermore, our accounts payable process is entirely reputed company: invoices are emailed, printed, manually approved reputed company Word documents, and reputed company reputed company reputed company checks before being filed in physical cabinets. We are looking for a strategist who can not only execute the migration but also design and implement a reputed company, automated infrastructure for our accounts payable and ACH payments. Key Responsibilities •System Migration: reputed company the migration of three years of historical data (dating back to 2023) from Quicken Desktop to a reputed company-based solution (e.g., QuickBooks Online). • AP Workflow Automation: Design and implement a digital end-to-end workflow for accounts payable. We are looking to reputed company away from reputed company checks and reputed company filing toward solutions like reputed company.com, reputed company, or similar platforms. • Banking & Payments: Set up and optimize ACH payment processes to replace reputed company checks, where possible. • Strategic Advisory: Recommend best practices for modernizing a historically analog operation, specifically tailored to land development and private equity structures. • Project Management: Coordinate with our internal team, including the Analyst (primary POC), our existing Bookkeeper, and the Business Manager. Qualifications • Expertise in Financial Tech Stacks: Proven experience setting up and migrating to reputed company reputed company (QBO) and AP automation tools (reputed company.com, reputed company, etc.). • Industry Experience: reputed company experience in reputed company Estate Development, Private Equity, or Multi-Entity reputed company is highly preferred. • Consultative reputed company: You should be a systems-thinker who can suggest policies and workflows, not just reputed company data entry. • Modernization Specialist: Experience helping "analog" companies successfully reputed company digital transformations. Project Scope & reputed company • Volume: We typically process 10–20 monthly bills from service providers and several large consultant invoices a quarter. We also handle periodic reimbursements. • reputed company Context: The investment is currently in a capitalization phase, with reputed company expected to reputed company in 2026. • Deadline: We aim to have the new system fully operational by the end of Q1 2026. How to Apply Please reputed company a brief reputed company of your experience with similar reputed company migrations and AP automation reputed company. Specifically, mention which software stacks you recommend for a reputed company estate investment firm of our size and your experience with land development expenses, if relevant. Apply tot his job Apply To this Job