Financial Virtual Assistant with AI Experience

Serrano Renovations, Inc.; Jandira; Presencial; BRL 322.000 - 431.000; Tempo integral

Resumo da oferta

A construction company located in São Paulo, Brazil, is seeking a Financial Automation Analyst skilled in bookkeeping and AI automation. This role merges traditional accounting with modern AI-driven solutions, optimizing financial processes and forecasting. Candidates should have over 3 years of bookkeeping experience, proficiency in QuickBooks Online, and advanced skills in Google Sheets. This position offers significant growth opportunities as the company transitions to an automated financial department.

Serviços

Competitive salary

Performance incentives

Long-term position

Growth opportunities

Qualificações

• 3+ years bookkeeping experience.
• Strong Google Sheets skills with advanced formulas.
• Experience with Zapier or similar automation tools.

Responsabilidades

• Daily bookkeeping using QuickBooks Online and Google Sheets.
• Build and track forecasts and job costing.
• Automate financial workflows and create dashboards.

Conhecimentos

Bookkeeping

Financial forecasting

AI automation

QuickBooks Online

Google Sheets

Fluent Portuguese

Fluent English

Ferramentas

Zapier

Google Workspace

Descrição da oferta de emprego

We are seeking a Financial Automation Analyst who is skilled in bookkeeping, accounting logic, financial forecasting, and AI automation. This role combines traditional accounting with modern AI‑driven automation, helping us build a next‑generation financial system for our construction business.

You will be responsible for:

• Daily bookkeeping (Google Sheets + QuickBooks Online)
• Job costing (materials, labor, subcontractors, per‑project margins)
• Building forecasts (cash flow, profitability, revenue projections)
• Automating financial workflows using AI, OCR, and Zapier
• Designing dashboards for the CEO and leadership team
• Tracking incurred vs. projected expenses
• Reducing manual workload through integrated automations

This is a long‑term role with major growth opportunity as we scale to an AI‑powered finance department.

Key Responsibilities

1. 1. Bookkeeping & Financial Management
   • Categorize and reconcile daily transactions in QuickBooks Online
   • Import, organize, and validate bank feeds using AI rules + Sheets formulas
   • Maintain accurate job costing for:
     • Labor
     • Materials
     • Subcontractors
     • Permits
     • Change orders
   • Match receipts from JobTread, WhatsApp, Slack, and email
   • Monitor overdue vendor / subcontractor payments
   • Maintain Profit First accounts and weekly allocation reports
2. 2. Google Sheets Financial System Management
   • Create automated spreadsheets for:
     • Daily cost monitoring
     • Job profitability
     • Vendor balances
     • Subcontractor debts
     • Cash flow projections
   • Build dashboards with:
     • KPIs
     • Charts
     • Calculated margins
     • Budget vs. actual
   • Use advanced formulas:
     • QUERY()
     • ARRAYFORMULA()
     • IMPORTRANGE()
     • FILTER()
     • REGEX()
   • App Script (bonus)
3. 3. AI & Automation Development
   • Build automations that reduce manual work, such as:
     • Wells Fargo → Google Sheets transaction import
     • OCR receipt extraction (Home Depot, Lowe’s, Floor & Decor, Amazon)
     • JobTread → Sheets → Slack alerts
     • Automated job cost reports sent daily
     • AI categorization of transactions
     • AI forecasting for cash flow and profit
     • AI detection of budget overrun risks
   • Tools you’ll use:
     • ChatGPT
     • Zapier or Make.com
     • Google Workspace Automations
     • OCR tools (e.g., Docyt, Digits, Veryfi)
     • QuickBooks Online API (bonus)
4. 4. Financial Forecasting
   • Build monthly + quarterly profit forecasts
   • Create cash flow models
   • Project job profitability before work begins
   • Compare projected vs. actual performance weekly
   • Build charts showing:
     • Burn rate
     • Labor efficiency
     • Revenue projections
   • Identify financial bottlenecks_SOURCE using AI pattern detection
5. 5. SOPs, Reporting & Financial Governance
   • Build documented workflows and SOPs
   • Deliver daily / weekly financial summaries to CEO
   • Improve the efficiency of the finance stack
   • Recommend optimizations for budgeting and cash flow

Requirements

Technical Skills

• 3+ years bookkeeping experience初心7
• QuickBooks Online (required)
• Construction accounting or job costing experience (preferred)
• Fluent Portuguese + English
• Strong Google Sheets skills (advanced formulas, dashboards)
• Experience with Zapier, Make, or any automation tools
• Strong understanding of accounting principles
• Experience building financial forecasts
• AI tools (ChatGPT, OCR, Docs AI)

Mindset & Qualities

• Highly organized and accurate
• Systems thinker who loves automation
• Proactive problem solver
• Comfortable working independently
• Able to take a messy financial environment and structure it

Compensation

• Competitive salary in USD
• Performance incentives
• Long‑term, stable position
• Work directly with U.S. CEO and leadership
• Opportunity to grow into a senior AI‑CFO role

How to Apply

• CV / Resume
• A short video introduction
• Examples of dashboards you’ve built
• Examples of automations you’ve created (Zapier / Sheets / AI)
• Your experience with QuickBooks + construction job costing