What are the responsibilities and job description for the Operations & Budget Lead (Part-Time / Retainer) position at Creative Engagement Solutions?
Also known as: Our “Computer”
Remote | Flexible Hours | Small Business Operations and Finance
We are a mission-driven, creative small business looking for a behind-the-scenes powerhouse. We need someone who can bring clarity, calm, and control to our daily operations through numbers and systems. Imagine the character 'Computer' from The Bear, the quiet operator who keeps everything on track without needing attention or praise.
This part-time or retainer-based role is ideal for someone who excels at budgeting, financial forecasting, and operational efficiency. We are looking for a partner who can help with insightful oversight of the financial side of the business, provide unemotional guidance based on data, and help us make confident, sustainable decisions. This person will help remove the emotional burden of decision-making from the founder.
• Build and manage the company budget, tracking cash flow, income, and expenses
• Create and maintain simple financial dashboards for visibility and planning
• Provide monthly or quarterly budget reviews to guide decision-making
• Set clear boundaries around what is affordable, what is not, and what needs to change
• Track vendor contracts, subscriptions, project costs, and overall burn rate
• Collaborate with leadership on financial prioritization and planning
• Identify operational inefficiencies and recommend smarter, leaner processes
• Experience in small business finance, operations, or accounting
• Proficiency with QuickBooks, Excel, or similar tools
• A strong sense of order, clarity, and financial responsibility
• Clear communication and comfort making decisions based on data rather than emotion
• Ability to thrive in a creative or fast-paced environment
• Bonus if you have familiarity with creative industries, government contracts, or nonprofits
• Additional bonus if you understand federal contracting rules, regulations, and DCAA compliance
• A financial guide who helps the leadership team stay grounded and confident
• A systems thinker who ensures the back end of the business runs smoothly
• A dependable and calm presence who keeps everything under control without drama
• Someone who enables the business to grow in a sustainable and responsible way
Please email info@yources.com with a brief introduction and examples of how you have supported other small businesses references. We are flexible about the time commitment and are open to structuring this role as a monthly retainer or part-time contractor position.