Finance Systems & Operations Lead
# Finance Systems & Operations Lead **Force Of Nature** · Remote · `Remote` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Get on Board (LATAM)* --- ### About the Role Required - Strong accounting fundamentals and experience with financial statements, reconciliations, and financial operations. - Hands-on experience in FP&A, budgeting, forecasting, and cash-flow management. - Experience building or improving finance processes, reporting systems, or operational workflows. - Strong spreadsheet and financial modeling skills. - Comfort working with accounting software such as QuickBooks Online, Xero, or similar platforms. - Excellent analytical thinking and problem-solving skills. - Ability to work independently and communicate directly with executive leadership. - Professional English proficiency. - Based in Latin America, with availability for regular overlap with U.S. working hours. Strongly Preferred - Experience supporting startups, founder-led businesses, agencies, or small holding companies. - Experience with multiple business entities. - Experience implementing automation using tools such as Make, Zapier, n8n, Power Query, or similar. - Familiarity with AI tools such as ChatGPT, Claude, or AI-assisted data-analysis workflows. - Experience creating financial dashboards using Power BI, Looker Studio, or similar. - Previous experience working directly with founders or business owners. Who Will Thrive Here You're someone who sees a messy spreadsheet and immediately starts thinking about how to make it better. You enjoy understanding how businesses work, connecting financial data across systems, and designing processes that make teams more effective. You're equally comfortable investigating a reconciliation issue, building a financial model, experimenting with automation, and explaining the results to a founder. You don't wait for someone to hand you a perfect process. You create one. What Success Looks Like In your first 90 days, we'd love to see: - A clear assessment of our current financial systems and priorities. - More reliable and consistent financial reporting. - A working rolling cash-flow forecast. - A practical financial dashboard for the CEO. - Documented improvements to key accounting and finance workflows. - An initial roadmap for automation and multi-entity reporting. 1. Financial Operations & Accounting - Establish reliable monthly financial reporting and close processes. - Maintain visibility into revenue, expenses, profitability, and cash positions. - Improve accounting workflows, reconciliations, and data accuracy. - Create clear processes for founder expenses, reimbursements, and personal/business separation. - Coordinate with external U.S. accountants and tax specialists as needed. 2. FP&A, Budgeting & Cash Flow - Build and maintain operating budgets and financial forecasts. - Develop a rolling 13-week cash-flow forecast. - Create dashboards and reporting that help the founder make informed decisions. - Analyze business performance, identify risks, and highlight opportunities. - Build financial models that can evolve as the portfolio grows. 3. Finance Systems & Automation - Evaluate existing tools, spreadsheets, accounting systems, and workflows. - Identify opportunities to eliminate repetitive manual work. - Build practical automations and integrations across finance tools. - Experiment with AI to improve reporting, reconciliation, forecasting, and financial analysis. - Document scalable processes and standard operating procedures. 4. Multi-Entity Financial Infrastructure - Help design financial reporting across multiple businesses and legal entities. - Establish consistent categorization, reporting, and documentation standards. - Improve visibility into shared costs and intercompany activity. - Build a finance architecture that can scale without unnecessary complexity. 5. Founder Partnership - Work directly with the CEO to identify priorities and solve financial problems. - Translate complex financial information into simple, actionable recommendations. - Proactively identify gaps, risks, and opportunities. - Take ownership of solutions from initial diagnosis through implementation. - Experience supporting startups, founder-led businesses, agencies, or small holding companies. - Experience with multiple business entities. - Experience implementing automation using tools such as Make, Zapier, n8n, Power Query, or similar. - Familiarity with AI tools such as ChatGPT, Claude, or AI-assisted data-analysis workflows. - Experience creating financial dashboards using Power BI, Looker Studio, or similar. - Previous experience working directly with founders or business owners.
Наблюдалась 2026-10-13, впервые 2026-10-13, источник — Get on Board (LATAM).