Senior Bookkeeper & Financial Forecasting Specialist

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: TYPE OF WORK

Any

: SALARY

TBD

: HOURS PER WEEK

TBD

: DATE UPDATED

Aug 12, 2026

JOB OVERVIEW

Senior Bookkeeper & Financial Forecasting Specialist
Employment: Part-Time / Contract, with potential for long-term engagement
Location: Warner Robins, GA / Hybrid or Remote Considered
Reports To: Business Owner

*Position Summary
We are seeking an experienced Senior Bookkeeper & Financial Forecasting Specialist to manage the financial records of multiple businesses, improve financial reporting, develop forecasts, and help prepare the companies for bank, SBA, and commercial financing.

This is not a basic data-entry bookkeeping role. The ideal candidate can clean up books, analyze financial performance, identify issues, explain financial results clearly, and provide recommendations that improve profitability, cash flow, and financing readiness.

*Key Responsibilities
-Maintain and clean up bookkeeping in QuickBooks Online.
-Reconcile bank and credit card accounts monthly.
-Properly categorize income, expenses, owner transactions, loans, transfers, and intercompany activity.
-Maintain accurate books for multiple related businesses.
-Prepare monthly and YTD P&L, Balance Sheet, Cash Flow, A/R, A/P, debt schedules, and budget-to-actual reports.
-Explain financial results and key issues to the business owner in plain language.
-Develop 12-, 24-, and 36-month financial forecasts and cash-flow projections.
-Prepare budgets, break-even analyses, profitability reviews, and growth scenarios.
-Analyze debt capacity and Debt Service Coverage Ratio (DSCR).
-Review financial statements from a lender/underwriter perspective.
-Identify financial weaknesses that could affect loan approval.
-Prepare lender-ready financial packages and supporting documentation.
-Assist with bank, SBA, and commercial loan preparation.
-Coordinate with CPAs, tax professionals, bankers, and lenders as needed.
-Recommend ways to improve cash flow, profitability, financial controls, and financing readiness.

*Qualifications
Required:
-3–5+ years of bookkeeping/accounting experience.
-Strong QuickBooks Online experience.
-Strong understanding of P&L, Balance Sheet, and Cash Flow Statements.
-Advanced Excel or Google Sheets skills.
-Experience with budgeting and financial forecasting.
-Strong reconciliation and bookkeeping cleanup experience.
-Excellent accuracy, organization, confidentiality, and ability to work independently.

*Preferred:
-SBA, bank, or commercial loan preparation experience.
-Commercial lending or underwriting knowledge.
-Fractional CFO or accounting/CPA firm experience.
-QuickBooks ProAdvisor certification.
-Experience preparing lender financial projections.
-Experience managing multiple related companies.
-Experience in real estate, mortgage, tax, professional services, consulting, or property management.

*First 30–60 Days
-The initial priorities will be to:
-Review and clean up existing books and accounting processes.
-Reconcile all bank and credit card accounts through the current month.
-Produce accurate current and YTD financial statements.
-Review cash flow, profitability, debt, and prior financials/tax returns.
-Prepare a current business debt schedule.
-Develop initial 12- and 24-month financial forecasts.
-Identify issues that could negatively impact loan underwriting.
-Develop a financial plan to improve the businesses' readiness for financing.

*To Apply
Please provide your:
-Resume
-Years of bookkeeping/accounting experience
-QuickBooks Online experience
-Financial forecasting/projection experience
-Bank, SBA, or commercial financing experience
-Industries served
-Software proficiency
-Hourly rate or monthly retainer
-Availability

Please also answer:
A business owner plans to obtain a significant business loan within the next 6–12 months. What are the first five things you would review in their financials before they apply?

Candidates should be comfortable doing more than entering transactions. We need someone who can understand the numbers, identify problems, recommend solutions, and help position growing businesses for financing and long-term financial success.

Confidentiality and discretion are essential.

SKILL REQUIREMENT

Financial Accounting Bookkeeping

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Senior Bookkeeper & Financial Forecasting Specialist

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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