VirtueStaff is seeking a proactive and skilled Bookkeeper & Financial Operations Specialist on behalf of our client, an established grant writing firm. In this position, you will oversee day-to-day accounting operations, accounts receivable (AR), accounts payable (AP), and financial reporting functions. Utilizing Zoho Books and Zoho Analytics, you will maintain general ledger accuracy, complete month-end financial statement preparation within 5 business days, and manage monthly KPI dashboards. This role requires prior bookkeeping experience within a grant writing firm, proficiency in modern productivity tools such as Claude and Monday.com, and a structured approach to cash flow management.

Responsibilities Perform regular reconciliations for bank, credit card, and shareholder accounts, entering all transactions accurately into Zoho Books.
Prepare updated financial statements, including Income Statements, Balance Sheets, and Statements of Cash Flows, within 5 business days of month close.
Record and present key financial metrics, operational KPIs, and grant reporting data on a monthly basis using Zoho Analytics, Google Sheets, and Excel.
Generate, issue, and collect client invoices on scheduled due dates, actively working to minimize outstanding balances and maintain zero Days Sales Outstanding (DSO).
Update client credit cards and payment records promptly while executing structured follow-up procedures for any overdue accounts.




Schedule and process vendor and supplier payments to ensure disbursements occur on their designated due dates in accordance with contractual terms.
Process internal employee payroll accurately and disburse payments to external contractors on schedule.
Review operational expenditures periodically to identify efficiency improvements and cost-reduction opportunities.
Utilize Claude and other AI tools alongside Monday.com to streamline administrative reporting and enhance operational workflows.
Requirements
Prior accounting or bookkeeping experience within a grant writing firm is strictly required.
Minimum of 3 years of full-charge bookkeeping experience, including AR/AP management, general ledger reconciliations, and financial statement compilation.
Minimum of 2 years of hands-on experience using Zoho Books and Zoho Analytics.
Advanced proficiency in Excel and Google Sheets, including formulas, pivot tables, and data modeling, alongside general Google Workspace applications.
Working knowledge of Monday.com for task management and Claude or similar AI applications for workflow support.
Strong organizational skills with the ability to manage simultaneous deadlines across bookkeeping, AR, AP, and grant reporting functions.
Professional written and verbal English communication skills, high attention to detail, and discretion when handling confidential financial data.
Benefits
Work From Home
Performance Bonus

📌 Bookkeeper (Ciudad de México)
🏢 Virtuestaff
📍 Ciudad de México