Senior QuickBooks Online Specialist & Financial Systems Architect (Healthcare)

We are seeking a highly experienced QuickBooks Online Specialist with financial analysis capability to fully reconstruct and architect our QBO system for CFO-level reporting.

Our 2025 books are incomplete and 2026 data has not yet been entered. We operate two divisions within one company (SV and Moab) and require clean reconstruction, structural separation, inventory tracking, and executive-level reporting.

This is not a basic bookkeeping role. We are seeking a strategic financial partner.
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Project Scope

Phase 1 – Audit
• Review all 2025 data
• Review bank, credit card, payroll, and merchant records
• Provide written reconstruction plan with timeline

Phase 2 – Reconstruction
• Complete and reconcile all 2025 financial data
• Enter and reconcile 2026 to current
• Rebuild Chart of Accounts
• Implement Location tracking (SV / Moab)
• Implement Class tracking (service lines)
• Set up inventory tracking (quantity + COGS)

Phase 3 – CFO-Level Reporting
• Build service-line contribution margin analysis
• Build break-even per service framework
• Create cash runway model
• Create monthly executive dashboard (Excel or Google Sheets)
• Document financial SOP
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Required Experience

• 5+ years QuickBooks Online (Advanced preferred)
• Proven experience cleaning and reconstructing broken QBO accounts
• Strong understanding of accrual accounting
• Experience with inventory and COGS tracking
• Experience building executive financial dashboards
• Strong written English communication skills
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To Apply

Please answer the following:
1. Explain contribution margin in your own words.
2. Explain how to calculate break-even for a service-based healthcare business.
3. Describe the most complex QBO clean-up project you completed.
4. How would you allocate overhead across service lines?
5. Provide your hourly rate and estimated hours for a 12-month reconstruction project.