02_Senior Financial Controller (AI-Enabled)

Overview

This role involves serving as a Dedicated Senior Controller (AI-Enabled) for a team supporting growing US-based small and mid-sized businesses. The position is 100% remote (LATAM) and focuses on improving financial operations beyond traditional bookkeeping by using AI tools to automate data processing, strengthen forecasting, and deliver faster strategic insights.

Responsibilities

• Lead month-end and year-end financial close processes, ensuring accuracy and compliance for US-based businesses.
• Use AI tools (e.g., ChatGPT Advanced Data Analysis, Microsoft Copilot) to analyze large financial datasets, identify spending anomalies, and generate narrative reports on financial performance.
• Develop and maintain rolling cash flow forecasts, financial models, and annual budgets using AI-assisted forecasting software to predict trends.
• Implement and oversee AI-driven OCR (Optical Character Recognition) and AP/AR automation tools to streamline invoice processing and reduce human error (e.g., Bill.com or Dext).
• Prepare and present monthly financial performance packages (P&L, Balance Sheet, Cash Flow) to executive leadership.
• Collaborate with external CPA firms for tax preparation and compliance requirements.

Requirements

• 4–6+ years of progressive experience in FP&A, Corporate Finance, or as a Controller.
• Strong understanding of US accounting principles (US GAAP) and experience working with US-based clients.
• Practical experience or strong proficiency in using Generative AI tools (ChatGPT, Microsoft Copilot for Finance) to write financial summaries, build macros, or write complex Excel formulas/scripts.
• Hands-on experience with cloud accounting platforms such as QuickBooks Online, Xero, or NetSuite, including native AI or automation integrations.
• Advanced English proficiency (C1) with excellent executive communication and presentation skills.
• High degree of integrity, autonomy, and drive to modernize traditional financial workflows.
• Demonstrated experience supporting U.S.-based companies or clients.
• Hands-on experience managing month-end and year-end closing processes.
• Experience preparing and analyzing P&L, Balance Sheet, Cash Flow, budgets, and financial forecasts.
• Advanced proficiency in QuickBooks Online, Xero, or NetSuite.
• Practical experience using AI tools (ChatGPT, Microsoft Copilot) for financial analysis, reporting, forecasting, and process automation.
• Experience with financial automation, OCR, and AP/AR tools such as Bill.com or Dext.
• Advanced Excel and financial modeling skills.
• Experience implementing AI-powered financial workflows.
• Cash flow forecasting, budgeting, variance analysis, and financial modeling.
• Experience coordinating with external CPA firms on tax and compliance matters.
• Experience building automated reports, macros, and complex Excel formulas.

Preferred Qualifications

• Experience implementing AI-powered financial workflows.

Compensation & Benefits

• Competitive compensation.
• 100% remote work structure with a standard Monday–Friday schedule.
• Opportunity to work directly with business owners.

Location

• 100% Remote (LATAM)