Finance Director

Jobgether; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive USD pay

100% remote (Latin America)

Full-time contractor engagement

Build finance practice from ground up

Collaborate with leadership and an ops

Exposure to AI and automation in FP&A

Shape finance tools and workflows

Portfolio-level leadership growth

Job summary

Jobgether is seeking a Finance and Accounting Lead to manage day-to-day bookkeeping and high-level FP&A for a small portfolio of clients.

You will oversee reconciliations, payables/receivables, and month-end close while establishing robust internal controls and workflows.

Qualifications

• Experience managing an accounting department or finance function while performing hands-on work.
• Strong FP&A expertise including cash flow forecasting, rolling forecasts, budgeting, variance analysis, and management reporting.
• Significant practical experience using QuickBooks.
• Familiarity with reconciliations, month-end close, financial controls, and review procedures.
• Ability to assess and review work completed by other team members and automated systems, ensuring financial accuracy and accountability.
• Experience designing finance processes and building structured workflows.
• Demonstrated initiative using an AI coding or cowork tool to build a personal tool, workflow, or prototype.

Responsibilities

• Manage day-to-day bookkeeping and accounting activities across multiple clients, including reconciliations, payables, receivables, and month-end close.
• Establish finance workflows, review procedures, internal controls, and approval processes.
• Use QuickBooks as the primary accounting system to manage client records.
• Develop KPI dashboards, forecasts, and management reporting by linking financial and operational data.
• Prepare weekly cash flow forecasts (13- or 26-week) for each client with data-driven inputs.
• Build rolling 12- to 24-month forecasts and management reports linking accounting results with operations.
• Establish structured payables/receivables processes with ownership, approvals, calendars, and escalation.
• Collaborate with the business operations engineer to map, automate, and test finance workflows with controls.
• Review work by junior staff and AI agents for accuracy and reliability.
• Design a scalable operating model to support initial and expanding client portfolio.
• Participate in client calls, explain financial results, and provide actionable insights.
• Grow responsibility for client relationships as practice scales.

Skills

FP&A

Cash flow forecast

Rolling forecasts

Budgeting

Variance analysis

Management reporting

English communication

AI tool curiosity

Tools

QuickBooks

NetSuite

Sage

Claude Code

Codex

Cowork

Job description

Accountabilities

• Manage day-to-day bookkeeping and accounting activities across multiple clients, including reconciliations, accounts payable, accounts receivable, payroll coordination, and month-end close.
• Establish clear finance workflows, review procedures, internal controls, and approval processes to ensure accuracy and consistency.
• Use QuickBooks as the primary accounting system to manage and oversee client financial records.
• Connect revenue, cost, and operational data to develop KPI dashboards, financial forecasts, and management reporting.
• Prepare weekly 13-week or 26-week cash flow forecasts for each client, using automated data where possible while reviewing inputs, assumptions, and exceptions.
• Build rolling 12- to 24-month forecasts and management reports that connect accounting results with operational performance indicators.
• Establish structured accounts payable and receivable processes, including clear ownership, approval steps, payment calendars, and escalation procedures.
• Collaborate with the business operations engineer to map, automate, and test finance workflows while maintaining appropriate controls and audit trails.
• Review work completed by junior accounting staff and AI agents, ensuring the quality and reliability of financial outputs.
• Design a scalable operating model that can support an initial client portfolio and expand to approximately three or four clients.
• Participate in client calls, explain financial results, and provide clear insights to support business decisions.
• Take on increasing responsibility for client relationships as the finance practice grows and client trust develops.
• Contribute to the development of the finance practice's tools, processes, team structure, and service delivery model.

Requirements

• Experience managing an accounting department, finance team, or broader finance function, combined with the ability to perform hands-on accounting work.
• Strong FP&A expertise, including cash flow forecasting, rolling forecasts, budgeting, variance analysis, and management reporting.
• Significant practical experience using QuickBooks.
• Familiarity with accounting fundamentals, including reconciliations, month-end close, financial controls, and review procedures.
• Ability to assess and review work completed by other team members and automated systems, ensuring financial accuracy and accountability.
• Experience designing finance processes and building structured workflows, including in environments where systems and procedures are still being developed.
• Demonstrated initiative in using an AI coding or cowork tool, such as Claude Code, Codex, or Cowork, to build a personal tool, workflow, or prototype. Advanced AI expertise is not required; curiosity and willingness to experiment are valued.
• Ability to work effectively with incomplete information, establish practical processes, and adapt them to different client needs.
• Strong written English and conversational spoken English, with the ability to participate confidently in Zoom meetings and client calls.
• Nice to have: Experience with NetSuite or Sage in addition to QuickBooks.
• Applicants must reside in Latin America and be available to work full-time in alignment with PST/CST working hours.

Benefits

• Competitive compensation paid in USD.
• 100% remote working arrangement for candidates based in Latin America.
• Full-time contractor engagement.
• Opportunity to build a finance and accounting practice from the ground up.
• Direct collaboration with experienced business leadership and an operations engineer.
• Exposure to AI agents, automation, and modern finance technology.
• Opportunity to shape finance tools, workflows, controls, and team structure.
• Potential to grow into portfolio-level finance leadership, reporting, and planning as the practice expands.