Accounting & Business Systems Manager

Carolina Exteriors•Apex, NC

22d•Onsite

About The Position

Carolina Exteriors is an exterior specialty replacement and renovation company serving homeowners, builders, HOAs, property management companies, and select small commercial clients throughout the Greater Triangle area of North Carolina. Our commitment is being the market leader in the exterior envelope specializing in siding systems, windows and doors, roofing systems, skylights, roof drainage and related exterior renovation services. Company operations are structured around established standard operating procedures, documented processes, and construction-specific technology to support sales, estimating, scheduling, project management, documentation, communication, and operational oversight. Carolina Exteriors utilizes platforms including Buildertrend, HOVER, and Domo to manage project information, capture measurements, design, workflow, reporting, and business performance. The Accounting & Business Systems Manager owns day-to-day financial operations — accounts payable, accounts receivable, invoicing, and reconciliations — and serves as the administrator of the company's core business systems, including BuilderTrend (CRM/project management) and QuickBooks Online. Beyond keeping the financial engine running accurately and on time, this role leads the company's effort to identify, evaluate, and implement AI-enabled and automated solutions that reduce manual data entry and make our financial information more accurate, timely, and useful. This is a hands-on, individual-contributor role reporting directly to the CEO, with high visibility across the leadership team and real ownership over how the company's financial and administrative processes evolve.

Requirements

3+ years of hands-on experience in accounting operations, bookkeeping, or AP/AR (or an equivalent combination of education and experience).
Proficiency with QuickBooks Online or comparable accounting software.
Demonstrated experience improving, automating, or documenting business processes.
Strong Microsoft Office skills Must be proficient in Microsoft Word, Excel, SharePoint, Teams, and Adobe Acrobat
Ability to handle confidential financial information with discretion and sound judgment.

Nice To Haves

Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field.
Experience in construction, home services, or trades (job costing, progress billing).
Experience administering BuilderTrend or a comparable CRM/project management platform.
Hands-on experience applying AI tools or workflow automation (e.g., integrations, RPA, AI assistants) in a business setting.

Responsibilities

Prepare and issue accurate, timely customer invoices and maintain consistent collections follow-up.
Process vendor bills, support payment runs, and perform AP/AR reconciliations.
Maintain complete supporting documentation and accurate, current financial records in accordance with established financial controls.
Identify and promptly escalate discrepancies, exceptions, or financial risks.
Serve as system owner for financial and administrative data in BuilderTrend, QuickBooks Online, and other approved systems, keeping records complete, current, and accurate.
Prepare, process, and track job-related financial documents and project records in these systems to support invoicing, collections, job costing, and clean departmental handoffs.
Strengthen workflows, deadlines, and departmental handoffs; identify and resolve missing, delayed, or inconsistent information.
Reduce duplicate data entry and support reliable job costing and financial reporting.
Identify repetitive work, manual entry, bottlenecks, errors, and process gaps across financial and administrative workflows.
Recommend improvements that reduce recurring issues and give the CEO and leadership team clearer visibility into receivables, payables, job costs, and outstanding actions.
Research and evaluate AI-enabled and automation solutions based on cost, security, integration, and operational fit; recommend, test, and implement approved solutions.
Document updated processes and procedures (SOPs), train affected team members, and monitor and measure results — focusing on demonstrated operational improvement rather than technology adoption for its own sake.
Provide clear, timely status reporting to leadership and escalate problems before they become larger operational or financial issues.
Maintain dependable follow-through: own errors and corrective actions, finish handoffs, and verify completion.
Communicate effectively with leadership, internal departments, vendors, and other business partners.
Collaborate to resolve missing information and complete financial and administrative handoffs.
Other duties may be assigned as business needs require.