Financial Virtual Assistant With Ai Experience

2 semanas atrás

Cuiabá, Brasil Serrano Renovations, Inc. Tempo inteiro

Descrição da vaga 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. You will be responsible for: Bookkeeping & Financial Management Categorize and reconcile daily transactions in QuickBooks Online. Import, organize, and validate bank feeds using AI rules + Sheets formulas. Maintain accurate job costing for: Labor Materials Subcontractors Permits Change orders Match receipts from JobTread, WhatsApp, Slack, and email. Monitor overdue vendor / subcontractor payments. Maintain Profit First accounts and weekly allocation reports . Google Sheets Financial System Management Create automated spreadsheets for daily cost monitoring, job profitability, vendor balances, subcontractor debts, and cash flow projections. Build dashboards with KPIs, charts, calculated margins, budget vs. actual. Use advanced formulas: QUERY(), ARRAYFORMULA(), IMPORTRANGE(), FILTER(), REGEX. App Script (bonus) . AI & Automation Development Build automations to reduce manual work (e.g., Wells Fargo → Google Sheets transaction import). OCR receipt extraction for Home Depot, Lowe's, Floor & Decor, Amazon. JobTread → Sheets → Slack alerts. Automated job cost reports sent daily. AI categorization of transactions. AI forecasting for cash flow and profit. AI detection of budget overrun risks. Tools you'll use: ChatGPT Zapier or Make.Com Google Workspace Automations OCR tools (e.g., Docyt, Digits, Veryfi) QuickBooks Online API (bonus) Financial Forecasting Build monthly + quarterly profit forecasts. Create cash flow models. Project job profitability before work begins. Compare projected vs. actual performance weekly.Build charts showing burn rate, labor efficiency, revenue projections. Identify financial bottlenecks early using AI pattern detection. SOPs, Reporting & Financial Governance Build documented workflows and SOPs. Deliver daily / weekly financial summaries to CEO. Improve the efficiency of the finance stack. Recommend optimizations for budgeting and cash flow. Requisitos / Requirements Technical Skills: 3+ years bookkeeping experience. QuickBooks Online (required). Construction accounting or job costing experience (preferred). Fluent Portuguese + English. 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. Proactive problem solver. Comfortable working independently. Able to take a messy financial environment and structure it. Compensation Competitive salary in USD. Performance incentives. Long-term, stable position. Work directly with U.S. CEO and leadership. Opportunity to grow into a senior AI-CFO role. Como se candidatar / How to Apply CV / Resume. A short video introduction. 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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