Financial Virtual Assistant With Ai Experience

Há 5 dias


Maceió, Brasil Serrano Renovations, Inc. Tempo inteiro

Financial 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 integrated automationsThis is a long-term role with major growth opportunity as we scale to an AI-powered finance department.Key ResponsibilitiesBookkeeping & Financial ManagementCategorize and reconcile daily transactions in QuickBooks OnlineImport, organize, and validate bank feeds using AI rules and Google Sheets formulasMaintain accurate job costing for labor, materials, subcontractors, and change ordersMatch receipts from JobTread, WhatsApp, Slack, and emailMaintain Profit First accounts and weekly allocation reportsGoogle Sheets Financial System ManagementCreate automated spreadsheets for daily cost monitoring, job profitability, and cash flow projectionsBuild dashboards with KPIs, charts, calculated margins, and budget vs. actual comparisonsUse advanced formulas: QUERY(), ARRAYFORMULA(), IMPORTRANGE(), FILTER(), REGEXApp Script (bonus)AI & Automation DevelopmentBuild automations that reduce manual work (e.g., automated job cost reports sent daily)AI categorization of transactionsAI forecasting for cash flow and profitAI detection of budget overrun risksFinancial ForecastingBuild monthly and quarterly profit forecastsCreate cash flow modelsProject job profitability before work beginsCompare projected vs. actual performance weeklyBuild charts showing burn rate and identify financial bottlenecks early using AI pattern detectionSOPs, Reporting & Financial GovernanceBuild documented workflows and SOPsDeliver daily/weekly financial summaries to the CEOImprove the efficiency of the finance stackRecommend optimizations for budgeting and cash flowTools You'll UseChatGPTZapier or Make.comGoogle Workspace AutomationsQuickBooks Online API (bonus)Requirements3+ years bookkeeping experienceQuickBooks Online (required)Construction accounting or job costing experience (preferred)Strong Google Sheets skills (advanced formulas, dashboards)Experience with Zapier, Make, or any automation toolsStrong understanding of accounting principlesExperience building financial forecastsAI tools (ChatGPT, OCR, Docs AI)Mindset & Qualities:Highly organized and accurateSystems thinker who loves automationComfortable working independentlyAble to take a messy financial environment and structure itCompensationCompetitive salary in USDPerformance incentivesWork directly with U.S. CEO and leadershipOpportunity to grow into a senior AI-CFO roleHow to ApplyPlease submit:CV / ResumeExamples of dashboards you've builtExamples of automations you've created (Zapier / Sheets / AI)Your experience with QuickBooks + construction job costing#J-*****-Ljbffr



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