Senior Finance & CRM Manager (High-Level / Non-Beginner)

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: TYPE OF WORK

Full Time

: SALARY

$2000+ Monthly

: HOURS PER WEEK

40

: DATE UPDATED

Jul 10, 2026

JOB OVERVIEW

Job Description: Senior Finance & CRM Manager (High-Level / Non-Beginner)

Position Overview
This is NOT an entry-level or beginner role. We are seeking an elite, high-IQ, and completely fluent Senior Finance & CRM Manager to take absolute ownership of our data integrity and financial operations. You will not be micro-managed; you are expected to be highly resourceful, analytically sharp, and capable of connecting the dots across multiple platforms to keep our business running flawlessly.

If you require step-by-step instructions or hand-holding, please do not apply. This role demands a proactive problem-solver who can aggressively hunt down missing data, manage complex financial records, and communicate seamlessly.

Compensation & Hours

Base Salary: $375 USD per week (Premium rate for top-tier talent).

Performance Commission (KPI): 5% commission on all collected rental reimbursements. ($10k+/mo KPI to be collected in Rental Reimbursements)

Expected volume: 2–5 collections per week (Average invoice is $800, offering excellent additional income for a high-performer).

Hours: 8 hours per day (Flexible, but must maintain strict daily consistency and align with core business hours for active team communication).

Key Responsibilities & Standard Operating Procedures

1. Advanced Bookkeeping, P&L, & Financial Breakdowns

Statement Reconciliation: Independently review and reconcile monthly bank and credit card statements provided by the business owner.

P&L Ownership: Build, maintain, and update the Profit & Loss (P&L) statement to track overall company revenue, operating expenses, and net margins with 100?curacy.

Daily Expense Tracking: Audit and document daily expenditures and company spend to give the business owner total financial clarity.

2. Rental Invoicing & Strategic Collections (QuickBooks)

Invoice Management: Oversee the generation and distribution of rental invoices to insurance and clients using QuickBooks.

Active Collections: Monitor pending payments and strategically follow up to secure rental reimbursements, directly driving your 5% commission.

3. Weekly Payroll Infrastructure

Earnings Tracking: Master our internal tracking app to monitor and audit exactly what every tea ---------- mber has earned.

Payroll Report Delivery: Compile a flawless weekly payroll report showing the precise breakdown of what is owed across the team, delivering it to the owner for final funding execution.

4. Aggressive CRM Health & Data Integrity (GoHighLevel)

System Audits: Run daily audits on all active pipelines and deal cards in GoHighLevel.

Data Hunting & Escalation: Identify missing paperwork, client details, or signatures. Do not leave fields blank or wait for data to come to you. You must proactively hunt for it by directly contacting tea ---------- mbers (Aldrin, Joseph) or calling clients yourself to get it done.

5. High-Level Communication

---------- Daily Briefings: Submit a sharp, clear End-of-Day (EOD) report in ---------- detailing tasks completed, financial updates/spend, and immediate blockers.

Requirements & Qualifications (Strictly Enforced)

Fluency & Communication: Flawless written and spoken English. You must be able to confidently speak with clients, sales reps, and management without communication gaps.

High Cognitive Ability (High IQ): Strong analytical skills, a sharp memory, and the ability to look at incomplete data and figure out how to solve the problem independently.

Technical Expertise: Proven, intermediate-to-advanced experience managing GoHighLevel pipelines and QuickBooks workflows.

Financial Literacy: Prior experience building or managing Profit & Loss (P&L) statements and performing bank reconciliations.

Character: Absolutely trustworthy, highly organized, and fiercely proactive.

SKILL REQUIREMENT

Payroll Quickbooks Financial Accounting

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Senior Finance & CRM Manager (High-Level / Non-Beginner)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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