Financial Virtual Assistant with AI Experience

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

Resumo da oferta

A construction business is seeking a Financial Automation Analyst to integrate AI-driven automation in bookkeeping and financial forecasting. This long-term role offers significant growth potential, allowing you to work directly with leadership. Candidates should have at least 3 years of bookkeeping experience, proficiency in QuickBooks Online, and strong skills in Google Sheets for financial management. Fluency in Portuguese and English is required, and experience with automation tools is a plus.

Serviços

Competitive salary in USD

Performance incentives

Opportunity to grow into a senior AI-CFO role

Qualificações

• 3+ years bookkeeping experience.
• Strong understanding of accounting principles.
• Experience building financial forecasts.

Responsabilidades

• Bookkeeping and financial management using QuickBooks Online.
• Create automated spreadsheets for cost monitoring.
• Build monthly and quarterly profit forecasts.

Conhecimentos

Bookkeeping

Financial forecasting

AI automation

QuickBooks Online

Advanced Google Sheets

Fluent Portuguese

Fluent English

Ferramentas

QuickBooks Online

Google Sheets

Zapier

Make.com

AI tools

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.

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

Reducing manual workload through integrated automations

Key Responsibilities

1. Bookkeeping & Financial Management
   • Category 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 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 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: ChatGPT, Zapier or Make.com, Google Workspace Automations, OCR tools (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
  • 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