Finance Director.

Accountabilities

• Manage day-to-day bookkeeping and accounting activities across multiple clients, including reconciliations, accounts payable, accounts receivable, payroll coordination, and month-end close.

• Establish clear finance workflows, review procedures, internal controls, and approval processes to ensure accuracy and consistency.

• Use QuickBooks as the primary accounting system to manage and oversee client financial records.

• Connect revenue, cost, and operational data to develop KPI dashboards, financial forecasts, and management reporting.

• Prepare weekly 13-week or 26-week cash flow forecasts for each client, using automated data where possible while reviewing inputs, assumptions, and exceptions.

• Build rolling 12- to 24-month forecasts and management reports that connect accounting results with operational performance indicators.

• Establish structured accounts payable and receivable processes, including clear ownership, approval steps, payment calendars, and escalation procedures.

• Collaborate with the business operations engineer to map, automate, and test finance workflows while maintaining appropriate controls and audit trails.

• Review work completed by junior accounting staff and AI agents, ensuring the quality and reliability of financial outputs.

• Design a scalable operating model that can support an initial client portfolio and expand to approximately three or four clients.

• Participate in client calls, explain financial results, and provide clear insights to support business decisions.

• Take on increasing responsibility for client relationships as the finance practice grows and client trust develops.

• Contribute to the development of the finance practice's tools, processes, team structure, and service delivery model.

Requirements:

• Experience managing an accounting department, finance team, or broader finance function, combined with the ability to perform hands-on accounting work.

• Strong FP&A expertise, including cash flow forecasting, rolling forecasts, budgeting, variance analysis, and management reporting.

• Significant practical experience using QuickBooks.

• Familiarity with accounting fundamentals, including reconciliations, month-end close, financial controls, and review procedures.

• Ability to assess and review work completed by other team members and automated systems, ensuring financial accuracy and accountability.

• Experience designing finance processes and building structured workflows, including in environments where systems and procedures are still being developed.

• Demonstrated initiative in using an AI coding or cowork tool, such as Claude Code, Codex, or Cowork, to build a personal tool, workflow, or prototype. Advanced AI expertise is not required; curiosity and willingness to experiment are valued.

• Ability to work effectively with incomplete information, establish practical processes, and adapt them to different client needs.

• Strong written English and conversational spoken English, with the ability to participate confidently in Zoom meetings and client calls.

• Nice to have: Experience with NetSuite or Sage in addition to QuickBooks.

• Applicants must reside in Latin America and be available to work full-time in alignment with PST/CST working hours.

Benefits:

• Competitive compensation paid in USD.

• 100% remote working arrangement for candidates based in Latin America.

• Full-time contractor engagement.

• Opportunity to build a finance and accounting practice from the ground up.

• Direct collaboration with experienced business leadership and an operations engineer.

• Exposure to AI agents, automation, and modern finance technology.

• Opportunity to shape finance tools, workflows, controls, and team structure.

• Potential to grow into portfolio-level finance leadership, reporting, and planning as the practice expands.