Summary

We are looking for an experienced, highly reliable Finance Operations Lead / Controller to help own and continuously improve the finance function across a growing global business.

This is not a traditional bookkeeping role, and it is not a strategic CFO role.

CPA License is a must. CA, ACCA, CMA or equivalent credentials are valuable

We need someone who can operate in the middle:

Understand the complete financial cycle

Ensure the numbers are reliable

Review and guide the work of finance administrators/bookkeepers

Identify risks before management has to ask

Improve processes and controls

Support finance operations across multiple countries and entities

Use AI, automation and lightweight internal tools to make the finance organization more accurate, scalable and efficient The most important qualities for this role are reliability, trust, maturity, ownership and financial judgment.

We are looking for someone who can be trusted to look after the finance operation, recognize when something does not make sense, ask the right questions and follow issues through to resolution.

AI and automation experience is important, but it does not replace strong finance fundamentals.

What You Will Own

Financial Operations & Control

You will help oversee the complete finance operating cycle, including:

Month-end close and financial reporting

P&L; and balance-sheet review

Bank and balance-sheet reconciliations

Accounts receivable

Accounts payable

Billing

Cash management

Working-capital monitoring

13-week cash-flow forecasting

Journal-entry review

Accruals and prepayments

Budgeting and budget-versus-actual analysis

Financial controls

Management reporting

Audit and year-end support

Coordination with external accountants, tax specialists and other advisors

You should be comfortable looking across the entire financial operation rather than being specialized only in AP, AR, tax or another individual area.

General Finance Operations

Our business operates across multiple markets.

You do not need to personally be an expert in every country's tax, legal or accounting rules.

You do need enough financial maturity and experience to recognize when something may create a:

Tax issue

Compliance issue

Accounting issue

Cross-border issue

Cash-flow risk

Control weakness

Reporting issue

You should be comfortable saying:

“I don't yet have enough information to approve this. Here are the questions we need answered, here is the risk I see, and here is where we may need specialist advice.”

We value that judgment much more than someone pretending to know every answer.

Leadership & Ownership

You will help supervise and develop finance administrators and bookkeepers.

This includes

Reviewing their work

Establishing clear procedures

Creating appropriate controls

Identifying recurring mistakes

Coaching team members

Improving documentation

Assigning ownership clearly

Ensuring important activities are completed without management repeatedly following up

We are looking for someone who naturally takes responsibility for the outcome, not simply completion of a task.

If something looks wrong, you investigate it.

If something is unclear, you ask.

If a process repeatedly fails, you improve the process.

If management has missed a risk, you raise it.

AI, Automation & Finance Systems A major part of this role is helping us build a more modern finance operation.

We want someone who is already experimenting with or actively using tools such as:

Claude

Claude Projects

Claude Code

ChatGPT or similar AI tools

AI-assisted coding tools

Automation platforms

APIs

Advanced spreadsheets

Scripts

No-code / low-code tools

Finance system integrations

You do not need to be a professional software engineer.

You should, however, be comfortable using technology and AI to solve operational problems.

Examples of what we want to build

You may help create

Scheduled financial analyses

Automated daily or weekly finance reviews

Exception-based reconciliation workflows

AR aging analysis and collection prioritization





Automated billing checks

Cash-flow monitoring

Budget-versus-actual analysis

Expense anomaly detection

Month-end close checklists

Balance-sheet account review workflows

Scheduled audit and control checks

Management reporting

AI-assisted investigation of unusual transactions

Finance knowledge bases

SOP and policy assistants

Internal finance dashboards

Workflow tools for finance administrators The objective is not to automate financial judgment away.

The objective is to automate repetitive work and make exceptions, risks and decisions easier for experienced humans to identify.

How We Think About AI

We are looking for someone who understands the difference between:

What can safely be automated and

What still requires human judgment, review and approval.

For example, AI may help:

Analyze transactions

Compare reports

Identify anomalies

Prepare summaries

Investigate supporting information

Draft communications

Prioritize exceptions

But important accounting decisions, financial controls and money movement still require appropriate human review.

You should naturally think about:

Accuracy

Auditability

Controls

Data security

Approval workflows

Human verification

Documentation when designing AI-enabled finance processes.

What We Care About Most

1. Reliability If you say something will be done, it gets done.

Management should not have to repeatedly follow up.
1. Trust & Integrity You will have visibility into highly sensitive financial information.

We need someone with mature judgment and a strong sense of professional responsibility.
1. Financial Judgment You notice when the numbers don't make sense.

You know what questions to ask. You understand that a report being generated successfully does not mean the report is correct.
1. Ownership You follow problems through to resolution instead of simply handing them to someone else.

2. Critical Thinking You challenge assumptions respectfully and are comfortable telling management when you believe something requires further investigation.

3. Curiosity & Learning You actively learn new systems, technologies and ways of working.

4. Process Improvement You naturally look at repetitive or error-prone processes and ask:

“Can we design this better?” Experience We Are Looking For

Ideally you have

7+ years of progressive accounting or finance experience

Experience as a Financial Controller, Assistant Controller, Accounting Manager, Finance Manager, Finance Operations Lead or similar

Experience owning or substantially managing month-end close

Strong understanding of financial statements

Strong balance-sheet reconciliation experience

Cash-flow forecasting experience

AP and AR oversight

Budgeting and variance analysis

Experience reviewing other people's accounting work

Experience managing or mentoring finance staff

Strong Excel or Google Sheets skills

Experience with QuickBooks, Xero, NetSuite or similar accounting systems

Strong professional English

Experience working with North American or international businesses

Experience supporting multiple entities, countries or currencies is strongly preferred.

AI / Automation Experience

We would particularly like to meet candidates who can demonstrate something they have actually built.

Examples include

A Claude Project used as a finance knowledge or analysis system An automated monthly reporting process A recurring financial audit/checking workflow A reconciliation tool An AI-assisted AR or collections process A financial dashboard A workflow connecting several systems An automated variance-analysis process An internal finance tool built using AI-assisted coding A process that substantially reduced manual finance work

Simply saying “I use ChatGPT” is not what we are looking for.

We want to understand

What problem did you identify?

What did you build?

How did it work?

What controls did you put around it?

What changed as a result?

Location & Schedule

We are particularly interested in candidates based in LATAM because strong overlap with the Toronto / Eastern North American workday is important.

Candidates elsewhere may still be considered if they can provide substantial working-hour overlap.

Compensation depending on experience, demonstrated financial judgment, leadership capability and ability to improve systems.

We may also consider beginning with an experienced candidate on a part-time or trial basis.

Hiring Process

We intend to move quickly, but we will evaluate this position carefully.

The process will include

Application review

Short screening interview

Financial judgment interview

Paid practical assessment

Final discussion

Reference checks

Practical Assessment

Finalists will receive a fictional company's financial and operational information, which may include:

P&L;

Balance sheet

General ledger

Bank reconciliations

AP aging

AR aging

Payroll information

Budget

Cash-flow forecast

Prior-period results

You will be asked to identify:

Problems

Risks

Unusual trends

Missing information

Questions you would ask

What you would investigate

What you would require before approving the financial reporting

There will also be a process-improvement / AI exercise.

We may provide a manual finance workflow and ask you to explain how you would redesign it using better processes, automation and AI.

We care about how you think, not simply whether you find every planted accounting error.

To Apply

Please answer the following questions.

1. Finance Ownership What is the most significant finance operation you have personally owned or managed?

Please explain your responsibilities, company size and team size.
1. Financial Judgment Tell us about a financial number, report or assumption that looked reasonable but that you challenged.

What made you question it, and what did you discover?
1. Reliability Tell us about a finance process or responsibility where other people depended on you every week or every month.

How did you make sure it was completed accurately and on time?
1. Month-End A bookkeeper tells you that the month is closed.

What do you personally review before telling the CEO that the financial statements are reliable?
1. Cash Flow What are the most important judgment-based assumptions in a 13-week cash-flow forecast?

2. Global Operations Tell us about your experience supporting companies operating across multiple countries, entities or currencies.

3. AI / Automation Describe one finance process that you personally automated or substantially redesigned.

What existed before? What did you build?

Which tools did you use?

What changed afterward?

1. AI Tools What have you built using Claude, Claude Projects, Claude Code, ChatGPT, AI coding tools, APIs, scripts, Zapier/Make or similar technologies?

Please be specific.
1. Controls What finance activities would you not fully automate using AI, and why?

2. Process Design Imagine five finance administrators spend several hours every Monday manually collecting reports, updating spreadsheets, reviewing customer balances and identifying issues.

How would you approach improving that process?
1. Management Challenge Tell us about a time you disagreed with a CEO, CFO or senior manager about a financial issue.

What did you do?
1. Practical Details

Please provide:

Current location

Current working hours/time zone

Desired monthly compensation in USD

Earliest available start date

LinkedIn profile, if available

Any examples, screenshots or descriptions of finance tools or automations you have built

Job Type: Full-time

Pay: $450,000.00 - $701,000.00 per year

Experience

- Management reporting: 4 years (Required)

License/Certification:
- CPA (Required)

Work Location: Remote

📌 Financial Controller (México)
🏢 ZenduIT
📍 México