Financial Virtual Assistant with AI Experience

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

Resumo da oferta

A construction firm in Brazil is looking for a Financial Automation Analyst to streamline financial operations using AI and automation tools. This role involves leveraging QuickBooks Online for bookkeeping and generating financial forecasts. Applicants should have strong skills in Google Sheets, bookkeeping, and be fluent in Portuguese and English. The position offers opportunities for growth into a senior finance role within the company.

Qualificações

• 3+ years bookkeeping experience required.
• Fluent in Portuguese and English.
• Experience with Zapier or any automation tools.

Responsabilidades

• Daily bookkeeping using QuickBooks Online.
• Automate financial workflows using AI tools.
• Build dashboards for financial tracking.

Conhecimentos

Bookkeeping

Financial forecasting

AI automation

Google Sheets

QuickBooks Online

Zapier or Make.com

Ferramentas

ChatGPT

OCR tools

QuickBooks Online API

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