What are the responsibilities and job description for the Business Office Manager position at B.E. Home Finance?
BE Home Finance is an exciting, fast-growing mortgage startup in Phoenix, and we’re looking for the person who makes our back office run. You’ll own QuickBooks, payroll, AP/AR, vendors, and HR admin. You’ll work directly with our COO, your systems will become the company’s systems, and people will see your work every single day. This is a ground-floor opportunity to grow with the company: as we scale, this role scales with us, with real room to take on more and move up.
We’re a licensed Arizona mortgage banker. We serve homebuyers, homeowners, the 55 community through our Haven reverse mortgage brand, and investors financing residential assisted living homes. We’re a small team that treats each other like family, and everyone here shapes how the company runs.
How we work
- Genuine Relationship: “We is always greater than me.” We put people ahead of transactions. Teammates, clients, and partners get empathy, humility, and trust from us.
- Uncompromising Integrity: “Truth builds trust.” We tell the truth, keep our commitments, and do what’s right even when it’s hard. When you’re the one keeping the books, that matters every day.
- Growth Mindset: “Builders solve problems.” We’re proactive doers. We take ownership, think differently, and keep getting better with grit and urgency.
- Simplify the Complex: “Clarity creates confidence.” We turn messy situations into clear, simple solutions people can act on.
What you’ll do
- Run the books in QuickBooks Online: transactions, bank and credit card reconciliations, month-end close
- Turn the numbers into clear P&L, balance sheet, and cash flow reports leadership can act on
- Track budget vs. actuals and flag problems early, good news or bad
- Manage AP/AR: vendor bills, invoicing, collections, W-9s, and 1099s
- Build real relationships with our vendors and manage contracts, renewals, and office purchasing
- Run payroll accurately and on time, including commission payouts, because our team counts on it
- Handle new-hire paperwork (I-9, W-4, AZ A-4), onboarding, and employee files with care and confidentiality
- Keep the employee handbook and policies current
- Get the books ready for our outside CPA at tax time
- Build and document the simple, repeatable processes a growing company runs on
- Use AI and automation tools to cut manual work, speed up reporting, and make the back office smarter
What you bring
- 3 years of bookkeeping or accounting experience
- Strong, hands-on QuickBooks Online skills
- Payroll processing experience
- A solid grasp of accounting fundamentals: debits, credits, accruals
- Familiarity with AI tools (like ChatGPT, Claude, or Copilot) and a real willingness to learn and adopt new technology as we grow
- Integrity you never compromise: you’re trusted with confidential financial data and you guard it
- A builder’s mindset: you see a broken process, take ownership, and fix it
- A gift for making complicated things simple, and explaining the numbers in plain English
- A team-first attitude: you believe “we” is always greater than “me”
Bonus points
- CPA license (a bonus, not required)
- Mortgage, real estate, or financial services experience
- Experience automating accounting workflows or using AI features in QuickBooks
- A degree in accounting, finance, or business
- QuickBooks ProAdvisor certification
Schedule: Full-time, in our Phoenix office Monday–Thursday and remote on Fridays. You must live in Arizona.
Equal Employment Opportunity: BE Home Finance, LLC is an equal opportunity employer. We make employment decisions without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, veteran or military status, or any other status protected by federal, Arizona, or local law, including Title VII, the ADA, the ADEA, and the Arizona Civil Rights Act.
Background Check: Any offer is contingent on a satisfactory background check, and a credit check where the law permits. Both are run with your written authorization, as the Fair Credit Reporting Act requires.
At-Will Employment: Employment with BE Home Finance is at will, consistent with Arizona law.
BE Home Finance, LLC | NMLS #2490942
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- Paid time off
Work Location: Hybrid remote in Phoenix, AZ 85004
Salary : $65,000 - $80,000