Job Description:

Virtual Dream Team is looking for an experienced Operations & Financial Systems Integrator who can bring structure, visibility, and accountability to a growing business. You’ll work across financial systems, bookkeeping oversight, operational reporting, CRM management, process improvement, and automation—while staying hands-on when the work calls for it.

Key Responsibilities:

• Review financial workflows, reconciliations, account classifications, and reporting processes to identify and resolve gaps.

• Oversee bookkeeping workflows by setting priorities, reviewing accuracy, tracking deadlines, and following up on incomplete work.

• Build financial dashboards and scorecards that provide clear visibility into business and rental portfolio performance.

• Manage CRM administration, lead organization, follow-up workflows, pipeline reporting, and accurate documentation of next actions.

• Analyze portfolio performance, including occupancy, collections, expenses, cash flow, maintenance costs, and property-level profitability.

• Simplify recurring processes by creating SOPs, checklists, automations, dashboards, and clear ownership structures.

• Identify practical opportunities to use automation and AI to reduce repetitive work and improve efficiency.

• Investigate operational or financial issues, communicate risks clearly, and personally execute solutions when needed.

We sometimes ask for flexible support on related tasks, but nothing outside your skill set and always with clear communication.

Required Tools:

• Accounting and bookkeeping systems

• CRM and lead-management platforms

• Microsoft Excel or Google Sheets

• Financial dashboards and reporting tools

• AI and workflow automation tools

• Time-tracking and process-documentation systems

What We're Looking For:

• Strong experience with financial operations, accounting workflows, reconciliations, and management reporting.

• Proven ability to build and improve systems rather than simply follow existing processes.

• Confidence holding team members accountable while communicating clearly and professionally.

• Strong analytical skills with the initiative to investigate discrepancies and solve root problems.

• Hands-on working style; you’re comfortable moving between strategic systems work and direct execution.

• Excellent organization, follow-through, documentation, and ability to work independently without constant supervision.

Working Hours:

• Monday to Friday, 8:00 AM to 4:00 PM Central Time, 40 hours per week. The role begins with an initial transition period before moving into the regular schedule.

Why Join us?

Join Phyllis Song Virtual Dream Team and be part of a purpose-driven company where your operations and finance expertise help businesses grow while creating more freedom and balance. We value skilled professionals who bring organization, strategy, and excellence while being part of a supportive team that invests in your growth.