02 -Dedicated Senior Controller (AI-Enabled)

Cobalto Talent; Monterrey; Remote; MXN 1,318,000 - 2,072,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Job summary

CobaltoTalent is seeking a Dedicated Senior Controller (AI-Enabled) to oversee financial health for US-based SMEs. You will leverage AI to automate data processing, forecast finances, and provide strategic insights from complex datasets.

Preference for strong accounting expertise, AI fluency, and experience with cloud accounting platforms. This is a 100% remote role serving LATAM with a US client base.

Qualifications

• 4-6+ years in FP&A, corporate finance, or as a Controller.
• In-depth US GAAP knowledge with US-based clients.
• Experience using Generative AI tools for financial summaries and Excel automation.
• Experience with cloud accounting platforms and their AI integrations.
• Advanced English (C1) with strong executive communication.
• Integrity, autonomy, and drive to modernize financial workflows.

Responsibilities

• Lead month-end and year-end close for US-based businesses.
• Use AI tools to analyze large datasets, identify spending anomalies, and generate narratives.
• Develop rolling cash flow forecasts and budgets with AI-assisted forecasting.
• Oversee AI-driven OCR and AP/AR automation to streamline invoices.
• Prepare monthly P&L, Balance Sheet, and Cash Flow reports for leadership.
• Collaborate with external CPA firms for tax compliance.

Skills

FP&A

US GAAP

AI in finance

Excel macros

Executive communication

Tools

QuickBooks Online

Xero

NetSuite

Job description

Dedicated Senior Controller (AI-Enabled) Work Model: 100% Remote (LATAM)

About the Role We are seeking a highly analytical and forward-thinking Dedicated Senior Controller to oversee the financial health of growing US-based SMEs. In this role, you will go beyond traditional bookkeeping by leveraging modern Artificial Intelligence (AI) tools to automate data processing, enhance financial forecasting, and provide strategic insights faster. The ideal candidate is a proactive finance leader who combines deep accounting expertise with a strong curiosity for how AI can streamline financial operations and eliminate manual data entry.

Key Responsibilities

• Lead the month-end and year-end financial close processes, ensuring accuracy and compliance for US-based businesses.

• Leverage AI tools (e.g., ChatGPT Advanced Data Analysis, Microsoft Copilot) to analyze large financial datasets, identify spending anomalies, and generate narrative reports on financial performance.

• Develop and maintain rolling cash flow forecasts, financial models, and annual budgets, using AI-assisted forecasting software to predict trends.

• Implement and oversee AI-driven OCR (Optical Character Recognition) and AP/AR automation tools (like Bill.com or Dext) to streamline invoice processing and reduce human error.

• Prepare and present monthly financial performance packages (P&L, Balance Sheet, Cash Flow) to executive leadership.

• Collaborate with external CPA firms for tax preparation and compliance requirements.

Required Skills & Experience

• 4-6+ years of progressive experience in FP&A, Corporate Finance, or as a Controller.

• Strong understanding of US accounting principles (US GAAP) and experience working with US-based clients.

• Practical experience or strong proficiency in using Generative AI tools (ChatGPT, Microsoft Copilot for Finance) to write financial summaries, build macros, or write complex Excel formulas/scripts.

• Hands-on experience with cloud accounting platforms such as QuickBooks Online, Xero, or NetSuite, along with their native AI or automation integrations.

• Advanced English proficiency (C1) with excellent executive communication and presentation skills.

• High degree of integrity, autonomy, and a drive to modernize traditional financial workflows.

What We Offer

• Competitive compensation

• 100% remote work structure with a standard Monday-Friday schedule.

• Opportunity to work directly with business owners, acting as their tech-forward financial co-pilot.