Finance Specialist

Why This Role Exists

What We Are Looking For

• 3+ years in a finance, accounting, or financial operations role — you’ve owned real financial outputs, not just supported someone else’s
• Hands-on QuickBooks experience — entries, AP, reconciliation, and pulling reports across multiple entities
• Advanced Google Sheets — you build models and dashboards from scratch, not just read them. Formulas, structured data, clean layout.
• Builder mindset — you see a manual, error-prone process and your instinct is to fix it, not work around it
• High accuracy standard — commission calculations, labour allocations, and AP reconciliation need to be right. You catch your own errors.
• AI fluency — comfortable using LLMs and AI tools to improve your own work, with sound judgment about when they help and when they don’t
• Direct, proactive communicator — the team gets updates and flags without having to ask

• Experience in an agency or professional services environment — you understand billable rates, utilization, and project-based revenue
• Experience building or maintaining executive-level dashboards or financial reporting tools
• Familiarity with commission structures and variable compensation calculations
• Exposure to multi-entity accounting or inter-company reconciliation
• Experience with data visualization tools or lightweight BI (even Google Looker Studio counts)

What You'll Be Responsible For

• Build and maintain the executive financial dashboard — revenue, margin, headcount cost, and key ratios, updated on a defined cadence
• Build and maintain the KPI dashboard and commissions reports across the business, calculating payouts accurately from source data each period, flagging anomalies before anyone has to ask
• Build and maintain scenario forecast models (Base, Target, Stretch) as the business grows and assumptions change
• Monitor and maintain the billable rate card — flagging when rates drift from approved levels and keeping it current as services evolve
• Serve as the go-to data resource for the team on financial questions — consolidating financials for insurance renewals, grant applications, or investor requests without creating a bottleneck

• Support QuickBooks operations on the AP side: reviewing entries, spotting and investigating discrepancies, and keeping payables accurate across both company entities
• Build and maintain a view of planned vs. actual expenses — flagging variances and following up when actuals don’t match budget
• Run monthly labour allocation calculations and leadership variable compensation calculations
• Support the Accountant on month-end close, ensuring the books are ready on time and the numbers tie out

What Success Looks Like

• Commission reports are being produced accurately and on time without the COO or Accountant doing the calculations
• The executive dashboard and KPI dashboard are fully owned by you, live and being reviewed weekly
• AP variance tracking is in place and discrepancies are being caught before they compound
• The team knows to come to you for financial data requests

• The full reporting suite — executive dashboard, KPI dashboard, commission reports, scenario models, rate card — is built, documented, and maintained by you
• Month-end close runs smoothly with no surprises
• The COO can pull any financial view of the business without waiting on anyone

Location, Timezone & Work Setup

• Work Setup: Fully remote
• Location: Latin America (Colombia, Mexico preferred)
• Timezone: EST overlap required. Minimum 5 hours daily.

Compensation

• Base Pay Range: $3,000–$3,900 USD/month. Range reflects LATAM cost-of-labor norms.
• Variable Compensation: Company-wide profit sharing and individual performance bonus. Variable compensation is not reduced by geography.
• How We Set Comp: Final compensation is determined by experience, role level, and location. We use a role × level × location framework. We pay intentionally, hire globally, and reward impact.