Finance & AI Automation Specialist
New
A
AgentFinance operations
Remote (Philippines / Latin America), Monday–Friday, 8:00 AM–5:00 PM CTFull-TimeMiddle
Salary1,500 - 2,000 USD per month
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Job Details
- Experience
- 3+ years of experience in finance, accounting, financial operations, business operations, or a related field.
- Required Skills
- Microsoft ExcelGoogle Sheets
Requirements
- Have 3+ years of experience in finance, accounting, financial operations, business operations, or a related field.
- Demonstrate strong analytical skills and experience working with financial records, reporting, and spreadsheets.
- Be proficient in Microsoft Excel and Google Sheets.
- Be familiar with ChatGPT, Claude, or other AI-powered business solutions.
- Understand business systems, digital tools, and process improvement.
- Be able to manage multiple priorities, work independently, and take initiative.
- Be adaptable and willing to learn new systems and take on responsibilities beyond a primary area of expertise.
- Experience with Make, Zapier, or similar workflow automation platforms is preferred.
- Experience with accounting software, financial management systems, HRIS, or payroll platforms is preferred.
- Exposure to HR administration, recruiting, onboarding, or people operations is preferred.
- A bachelor's degree in Finance, Accounting, Business Administration, Information Systems, or a related field is preferred.
Responsibilities
- Support day-to-day financial operations, including expense tracking, financial reporting, and transaction monitoring.
- Maintain financial records, spreadsheets, and accounting documentation, and assist with budgets, cash flow tracking, payables, receivables, and reconciliations.
- Prepare financial summaries and reports for leadership and identify improvements to financial processes and reporting.
- Identify opportunities to use AI and automation, and implement solutions to streamline business processes.
- Build, maintain, and improve automated workflows using Make, Zapier, or similar platforms.
- Support integrations between accounting, HR, payroll, communication, and operational systems.
- Manage software platforms, subscriptions, user accounts, permissions, and technology documentation.
- Coordinate with vendors and service providers on technical issues and business systems.
- Support cybersecurity practices, access controls, and technology onboarding and offboarding.
- Assist with employee onboarding and offboarding, recruiting coordination, payroll administration, benefits documentation, leave tracking, and other people operations.
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