Position SummaryThe Financial Operations Manager owns the recurring financial operations workflow across assigned client accounts. The role maintains AI-assisted financial models, updates forecasts, produces monthly management reporting, prepares first-pass analysis, and ensures the Fractional CFO has accurate, decision-ready information for every client discussion. The ideal candidate is financially strong, highly organized, comfortable working across multiple clients simultaneously, and effective with AI-enabled tools and model workflows.

Financial Models & Forecast Management• Own and maintain client financial and cash-flow models built using Claude and other approved AI-assisted workflows.

- Update vigente results, forecast assumptions, operating drivers, and scenario inputs on a recurring basis.
- Keep forecast logic consistent with accounting actuals and current business assumptions.
- Prepare forecast-versus-actual analysis and investigate material variances.
- Maintain documentation of assumptions, formulas, model logic, and recurring update procedures.
- Identify liquidity risks, working-capital pressure, timing gaps, and other items requiring CFO review.

Monthly Financial Reporting• Prepare monthly management reporting packages including P&L;, balance sheet, cash flow, KPIs, and other agreed client reporting.

- Review reports for accuracy, completeness, consistency, and unusual activity before CFO review.
- Coordinate corrections, missing information, and follow-up questions with bookkeeping and accounting providers.
- Maintain reporting calendars and keep recurring client deliverables on schedule.

AI-Assisted Financial Analysis• Use Claude, ChatGPT, and other approved AI tools to support first-pass monthly financial analysis.

- Provide structured financial reports and model outputs to AI tools using approved prompts and workflows.




- Validate AI-generated analysis against source data and correct inaccurate or unsupported conclusions.
- Identify trends, key variances, risks, opportunities, and questions for CFO consideration.
- Draft concise executive summaries and CFO meeting talking points.
- Use AI as an analytical accelerator while retaining human responsibility for validation, accuracy, and judgment.

Client & Internal Coordination• Prepare financial materials ahead of recurring client meetings.

- Maintain open financial-data requests, model dependencies, and reporting follow-ups.
- Coordinate with bookkeeping, accounting, AR/AP, and other external financial-service providers as required.
- Track financial action items from client meetings and ensure follow-through.
- Acknowledge internal and client requests within approximately 24–36 hours and proactively communicate delays or dependencies.

Process Improvement & Documentation• Standardize model, reporting, analysis, and review processes across the client portfolio.

- Maintain organized client files, assumptions, reporting calendars, and SOPs.
- Identify repetitive tasks that can be simplified or automated through AI-enabled workflows.
- Support onboarding of new clients into EverGreen CFO Solutions’ financial operations processes.

Required Capabilities• Strong understanding of the P&L;, balance sheet, cash-flow statement, accrual accounting, and financial forecasting.

- Ability to build, maintain, and interpret financial models and clearly explain material variances.
- Strong Excel and/or Google Sheets skills.
- Practical AI proficiency,



including Claude and ChatGPT for finance, analysis, and workflow improvement.
- Ability to evaluate AI outputs critically rather than relying on them without validation.
- Strong attention to detail, organization, quality control, and deadline management.
- Excellent written and spoken English, with the ability to work independently across multiple remote clients.

Preferred Experience• FP&A;, financial operations, management reporting, controller support, or similar experience.

- Experience supporting multiple companies or professional-services clients simultaneously.
- Consumer products, CPG, food & beverage, e-commerce, manufacturing, or related industry experience.
- Experience with QuickBooks Online, Xero, or similar accounting systems.
- Experience creating or maintaining AI-enabled finance workflows, prompts, templates, or model processes.

Role BoundariesThis role does not own:

- Routine transaction-level bookkeeping.
- Tax preparation.
- Final CFO-level strategic recommendations or ownership of client financial strategy.
- Sales or business development.

Engagement Structure & GrowthEverGreen CFO Solutions intends to engage this individual through a staffing agency rather than as a direct hire. The staffing partner manages the worker relationship, payroll, statutory requirements, and agreed personnel administration.

The role begins at approximately 20 hours per week, supporting EverGreen CFO Solutions’ current portfolio of approximately two client accounts. As the portfolio grows to approximately six active client accounts, EverGreen CFO Solutions will review the position for expansion to full-time capacity based on workload, business need, and performance.

- As the firm scales, a strong performer may take on broader ownership over time and eventually help oversee additional Financial Operations resources.

📌 Financial Operation Manager (México)
🏢 EverGreen CFO
📍 México