Financial Virtual Assistant with AI Experience
Há 7 dias
Financial Automation Analyst 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. Reducing manual workload through integrated automations This is a long‑term role with major growth opportunity as we scale to an AI‑powered finance department. Key Responsibilities Bookkeeping & Financial Management Categorize and reconcile daily transactions in QuickBooks Online Import, organize, and validate bank feeds using AI rules and Google Sheets formulas Maintain accurate job costing for labor, materials, subcontractors, and change orders Match receipts from JobTread, WhatsApp, Slack, and email Maintain Profit First accounts and weekly allocation reports Google Sheets Financial System Management Create automated spreadsheets for daily cost monitoring, job profitability, and cash flow projections Build dashboards with KPIs, charts, calculated margins, and budget vs. actual comparisons Use advanced formulas: QUERY(), ARRAYFORMULA(), IMPORTRANGE(), FILTER(), REGEX App Script (bonus) AI & Automation Development Build automations that reduce manual work (e.g., automated job cost reports sent daily) AI categorization of transactions AI forecasting for cash flow and profit AI detection of budget overrun risks Financial Forecasting Build monthly and quarterly profit forecasts Create cash flow models Project job profitability before work begins Compare projected vs. actual performance weekly Build charts showing burn rate and identify financial bottlenecks early using AI pattern detection SOPs, Reporting & Financial Governance Build documented workflows and SOPs Deliver daily/weekly financial summaries to the CEO Improve the efficiency of the finance stack Recommend optimizations for budgeting and cash flow Tools You'll Use ChatGPT Zapier or Make.com Google Workspace Automations QuickBooks Online API (bonus) Requirements 3+ years bookkeeping experience QuickBooks Online (required) Construction accounting or job costing experience (preferred) 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 Comfortable working independently Able to take a messy financial environment and structure it Compensation Competitive salary in USD Performance incentives Work directly with U.S. CEO and leadership Opportunity to grow into a senior AI‑CFO role How to Apply Please submit: CV / Resume Examples of dashboards you've built Examples of automations you've created (Zapier / Sheets / AI) Your experience with QuickBooks + construction job costing #J-18808-Ljbffr
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Maceió, Brasil Serrano Renovations, Inc. Tempo inteiroFinancial Automation AnalystWe 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.Reducing manual workload through...
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