Job Title: Operations & Finance Lead
Position Type: Full-Time, Remote

About the Role
We’re hiring an Operations & Finance Lead to take ownership of financial operations, reporting accuracy, operational workflows, and internal systems across the business.
This is a high-ownership role for someone who combines strong accounting and finance expertise with operational thinking and process improvement capabilities.
You will be responsible for maintaining financial accuracy, improving workflows, managing KPIs, supporting ERP systems, and ensuring operational processes run efficiently across the organization.
The idóneo candidate is highly analytical, detail-oriented, proactive, and comfortable operating independently in a fast-paced environment.

Responsibilities
Finance Ownership

Maintain accurate financial records including P&L;, Balance Sheet, and Cash Flow statements
Manage reconciliations across banking, transactions, and inventory-related financial activity
Track and report on key business KPIs and financial performance metrics
Monitor cash flow and proactively identify financial risks or inconsistencies
Identify gaps, errors, and opportunities to improve financial performance and reporting accuracy
Systems & Process Improvement

Support and optimize ERP and financial systems, including Zoho or similar platforms
Improve financial workflows, reporting structures, and internal controls
Ensure data consistency and accuracy across operational and financial systems
Help streamline processes to improve efficiency and scalability
Operations Support

Improve SOPs, operational workflows, and internal processes
Support inventory tracking and operational coordination
Ensure systems and processes are being used effectively across the team
Assist in creating operational structure and accountability
Team Collaboration





Provide support and guidance to junior operations and finance team members
Review outputs to ensure accuracy, quality, and timely completion
Collaborate cross-functionally to improve operational efficiency and communication
Customer & Accounts Coordination

Manage accounts receivable follow-ups and coordination
Communicate professionally with customers when needed regarding payments or operational matters
Support order coordination and operational follow-through

What Makes You a Strong Fit

You combine strong finance knowledge with operational thinking
You are highly detail-oriented and structured in your approach
You proactively identify problems and improve processes without waiting for direction
You are comfortable owning financial reporting and operational accountability
You communicate clearly and professionally across teams and with customers
You thrive in fast-paced environments where accuracy and execution matter

Required Experience & Skills
Must-Have Requirements (Non-Negotiable)

Strong accounting or finance background
CPA, CMA, ACCA, or equivalent certification preferred
Proven experience owning financial reporting and reconciliations
Strong understanding of cash flow management, KPIs, and business performance metrics
Excellent English communication skills (written and verbal)
Strong attention to detail and organizational ability
Proactive problem-solving mindset
Experience working with ERP or financial systems
Nice-to-Have Experience





Experience in inventory-based, e-commerce, or distribution businesses
Familiarity with Zoho ERP or similar platforms
Experience improving workflows, SOPs, or operational systems
Exposure to AI tools and automation platforms to improve efficiency

What Does a Typical Day Look Like?
Your day will revolve around maintaining financial accuracy, improving workflows, supporting operational processes, and ensuring visibility across key business metrics.
You will:

Review financial records, reconciliations, and reporting accuracy
Monitor KPIs, cash flow, and operational performance
Coordinate with internal teams on financial and operational tasks
Improve systems, workflows, and reporting structures
Support accounts receivable follow-ups and operational coordination
Ensure operational processes remain organized, scalable, and efficient
In essence: you are the person ensuring the business operates with financial clarity, operational structure, and process efficiency.

Key Metrics for Success (KPIs)

Accuracy and timeliness of financial reporting
Cash flow visibility and reconciliation accuracy
Improvement in operational workflows and reporting systems
Reduction in financial errors or inconsistencies
ERP/system utilization and process efficiency improvements
Timely completion of accounts receivable follow-ups

Compensation & Benefits

Competitive compensation based on experience
Fully remote work environment
Opportunity to work closely with leadership and impact business operations
Exposure to both finance and operational strategy
Collaborative and growth-focused team environment

Interview Process

Initial Screening Call
Finance & Operations Interview
Final Interview with Leadership
Offer & Onboarding

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📌 Operations & Finance Lead (Ciudad de México)
🏢 Pavago
📍 Ciudad de México