Financial Virtual Assistant With Ai Experience

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:Daily 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 automationsThis is a long-term role with major growth opportunity as we scale to an AI-powered finance department.Key Responsibilities1. Bookkeeping & Financial ManagementCategorize and reconcile daily transactions in QuickBooks OnlineImport, organize, and validate bank feeds using AI rules + Sheets formulasMaintain accurate job costing for:LaborMaterialsSubcontractorsPermitsChange ordersMatch 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 monitoringJob profitabilityVendor balancesSubcontractor debtsCash flow projectionsBuild dashboards with:KPIsChartsCalculated marginsBudget vs actualUse advanced formulas:QUERY()ARRAYFORMULA()IMPORTRANGE()FILTER()REGEXApp Script (bonus)3. AI & Automation DevelopmentBuild automations that reduce manual work, such as:Wells Fargo ? Google Sheets transaction importOCR receipt extraction (Home Depot, Lowe's, Floor & Decor, Amazon)JobTread ? Sheets ? Slack alertsAutomated job cost reports sent dailyAI categorization of transactionsAI forecasting for cash flow and profitAI detection of budget overrun risksTools you'll use:ChatGPTZapier orGoogle Workspace AutomationsOCR tools (e.g., 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 rateLabor efficiencyRevenue 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 flowRequirementsTechnical Skills3+ 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 & QualitiesHighly organized and accurateSystems thinker who loves automationProactive problem solverComfortable working independentlyAble to take a messy financial environment and structure itCompensationCompetitive salary in USDPerformance incentivesLong-term, stable positionWork directly with U.S. CEO and leadershipOpportunity to grow into a senior AI-CFO roleHow to ApplyPlease submit:CV/ResumeA short video introductionExamples of dashboards you've builtExamples of automations you've created (Zapier/Sheets/AI)Your experience with QuickBooks + construction job costing