AI-Driven Finance & Accounting Associate (Remote)

Trusteer Financial; Ciudad de México; Hybride; MXN 279 000 - 502 000; Plein temps

Avantages offerts par ce poste

Medical insurance starting in third月?

80% remote work

In-person sessions in Mexico City

Annual year end bonus 15 days of pay

Résumé du poste

Trusteer Financial is seeking a Finance and Accounting Associate or Senior Associate who blends solid accounting fundamentals with financial analysis and an interest in AI and automation. You will own client accounting, monthly closes, and turn data into actionable insights while improving workflows.

This is a hands-on, client-facing role working with our Accounting and Analytics teams, Managers, and Partners.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 3+ years of accounting/finance experience with monthly close.
• Solid knowledge of US GAAP and financial statements.
• Experience with QuickBooks Online.
• Advanced Excel or Google Sheets skills, including formulas and financial modeling.
• Practical experience using AI tools in accounting or data workflows.
• Ability to learn new systems and improve how work gets done.
• Excellent attention to detail and communication with clients and colleagues.
• Advanced English and fluent Spanish, with clear written and verbal communication.

Responsabilités

• Manage monthly closes for assigned clients from review through financial statement prep.
• Maintain client books in QuickBooks Online and other client systems.
• Reconcile bank accounts, credit cards, and other balance sheet accounts.
• Prepare and support adjusting entries including accruals and depreciations.
• Review AP/AR, investigate discrepancies, and follow up on items.
• Prepare P&L, balance sheet, and cash flow statements with supporting schedules.
• Build and maintain budgets, forecasts, and cash flow projections.
• Develop reports/dashboards to help clients understand their businesses.
• Use AI tools to assist data analysis and automate recurring tasks.

Connaissances

Advanced Excel/Google Sheets

QuickBooks Online

AI tools in accounting

English fluency and Spanish

Formation

Bachelor’s degree in Accounting, Finance, Economics, or related field

Outils

Power BI

Tableau

Description du poste

Trusteer Financial is seeking a Finance and Accounting Associate or Senior Associate who blends solid accounting fundamentals with financial analysis and an interest in AI and automation. You will own client accounting, monthly closes, and turn data into actionable insights while improving workflows.

This is a hands-on, client-facing role working with our Accounting and Analytics teams, Managers, and Partners.