02_Senior Financial Controller (Ai-Enabled)

Cobalto Talent

Xico

Remote

MXN 1,676,000 - 2,421,000

Full time

8 days ago

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Benefits offered by this job

Competitive compensation
Remote work (Mon-Fri)
Work with business owners as tech-sav💡
AI-enabled finance tools

Job summary

Cobalto Talent is seeking a Dedicated Senior Controller (AI-Enabled) for a 100% remote role serving US-based SMEs. You will drive AI-enhanced financial processes, forecasting, and reporting, combining strong accounting with innovative automation.

Ideal candidates have 4–6+ years FP&A/Controller experience, expertise in US GAAP, and proficiency with AI tools to streamline finance tasks. English fluency (C1) and AI-driven analytics are essential.

Qualifications

  • Proficient in US GAAP and financial reporting for US-based clients.
  • Strong English communication at an executive level (C1).
  • Experience with month-end and year-end closes.
  • Ability to build and present P&L, Balance Sheet, and cash flow analyses.
  • Experience using AI tools to automate finance tasks and reporting.
  • Hands-on with cloud accounting platforms and their AI integrations.

Responsibilities

  • Lead month-end and year-end close processes for US-based clients.
  • Use AI tools to analyze large datasets and generate narrative reports.
  • Develop rolling cash flow forecasts and budgets with AI-assisted forecasting.
  • Oversee AI-driven OCR and AP/AR automation to streamline processing.
  • Prepare and present monthly financial performance packages to leadership.
  • Coordinate with external CPAs for tax and compliance.

Skills

US GAAP
Financial forecasting
Financial modeling
Month-end close
Executive communication
Advanced Excel

Tools

ChatGPT
Microsoft Copilot for Finance
QuickBooks Online
Xero
NetSuite
Bill.com
Dext

Job description

02_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.

Dedicated Senior Controller (AI-Enabled)
  • 4–6+ years of progressive experience in Financial Controlling, FP&A, or Corporate Finance.
  • Proven experience supporting U.S.-based companies or clients.
  • Strong knowledge of US GAAP and financial reporting.
  • Hands-on experience managing month-end and year-end closing processes.
  • Experience preparing and analyzing P&L, Balance Sheet, Cash Flow, budgets, and financial forecasts.
  • Advanced proficiency in QuickBooks Online, Xero, or NetSuite.
  • Practical experience using AI tools (ChatGPT, Microsoft Copilot) for financial analysis, reporting, forecasting, and process automation.
  • Experience with financial automation, OCR, and AP/AR tools such as Bill.com or Dext.
  • Advanced English (C1), with strong executive communication and presentation skills.
  • Advanced Excel and financial modeling skills.
  • Experience implementing AI-powered financial workflows.
  • Cash flow forecasting, budgeting, variance analysis, and financial modeling.
  • Experience coordinating with external CPA firms on tax and compliance matters.
  • Experience building automated reports, macros, and complex Excel formulas.
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