Financial Virtual Assistant with AI Experience

Serrano Renovations, Inc.; Porto Alegre; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A construction firm in Porto Alegre is seeking a Financial Automation Analyst to merge traditional accounting with AI-driven automation. Responsibilities include daily bookkeeping, job costing, and building financial forecasts. The ideal candidate has extensive experience in bookkeeping, QuickBooks Online, and a strong proficiency in Google Sheets. This long-term position offers competitive compensation with opportunities for growth, including the potential to evolve into a senior AI-CFO role.

Serviços

Competitive salary in USD

Performance incentives

Long-term stable position

Opportunity for senior AI-CFO role

Qualificações

• 3+ years bookkeeping experience.
• Experience with QuickBooks Online is a must.
• Construction accounting or job costing experience preferred.
• Strong Google Sheets skills, especially advanced formulas.

Responsabilidades

• Daily bookkeeping using Google Sheets and QuickBooks Online.
• Automate financial workflows through AI and various tools.
• Build forecasts for cash flow and profitability.
• Create dashboards and performance reports.

Conhecimentos

Bookkeeping

Financial forecasting

AI automation

Accounting principles

Google Sheets

QuickBooks Online

Zapier

Fluent Portuguese

Fluent English

Ferramentas

QuickBooks Online

Google Workspace Automations

OCR tools

Zapier

ChatGPT

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. 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. 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 okaz, actually keep original: Budget vs actual
• Use advanced formulas:
• QUERY()
• ARRAYFORMULA()
• IMPORTRANGE()
• FILTER()
• REGEX
• App Script (bonus)

3. AI & Automation Development

Build automations that reduce manual work, such as:

• Wells Fargo → Google Sheets transaction import
• OCR receipt extraction (Home Depotexist, 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. 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 early using AI pattern detection

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
• 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

Please submit: Generation: (items enumeration as ordered list)

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