Financial Virtual Assistant With Ai Experience

Há 3 dias

Nova Santa Rita, Brasil Serrano Renovations, Inc. Tempo inteiro

Descrição da vagaWe 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.ResponsabilidadesDaily bookkeeping (Google Sheets + QuickBooks Online)Job costing (materials, labor, subcontractors, per-project margins)Building forecasts (cash flow, profitability, revenue projections)Automating financial workflows using AI, OCR, and ZapierDesigning dashboards for the CEO and leadership teamTracking incurred vs. projected expensesReducing manual workload through integrated automations1. Bookkeeping & Financial ManagementCategorize and reconcile daily transactions in QuickBooks OnlineImport, organize, and validate bank feeds using AI rules + Sheets formulasMaintain accurate job costing for labor, materials, subcontractors, permits, change orders, and match receipts from JobTread, WhatsApp, Slack, and emailMonitor overdue vendor / subcontractor paymentsMaintain Profit First accounts and weekly allocation reports2. Google Sheets Financial System ManagementCreate automated spreadsheets for daily cost monitoring, job profitability, vendor balances, subcontractor debts, and cash flow projectionsBuild dashboards with KPIs, charts, calculated margins, budget vs. actualUse advanced formulas: QUERY(), ARRAYFORMULA(), IMPORTRANGE(), FILTER(), REGEXApp Script (bonus)3. AI & Automation DevelopmentBuild automations that reduce manual work, e.g.: Wells Fargo ? Google Sheets transaction import; OCR receipt extraction (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 risksTools: ChatGPT, Zapier or Make.com, Google Workspace Automations, OCR tools (Docyt, Digits, Veryfi), QuickBooks Online API (bonus)4. Financial ForecastingBuild monthly + quarterly profit forecastsCreate cash flow modelsProject job profitability before work beginsCompare projected vs. actual performance weeklyBuild charts showing burn rate, labor efficiency, revenue projectionsIdentify financial bottlenecks early using AI pattern detection5. SOPs, Reporting & Financial GovernanceBuild documented workflows and SOPsDeliver daily / weekly financial summaries to CEOImprove the efficiency of the finance stackRecommend optimizations for budgeting and cash flowRequisitos Técnicos3+ years bookkeeping experienceQuickBooks Online (required)Construction accounting or job costing experience (preferred)Fluent Portuguese & EnglishStrong 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 & QualidadesHighly organized and accurateSystems thinker who loves automationProactive problem solverComfortable working independentlyAble to take a messy financial environment and structure itRemuneraçãoCompetitive 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 CandidatarCV / ResumeA short video introductionExamples 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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