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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing full financial operations across multiple legal entities, with a strong focus on budgeting, forecasting, and compliance with local GAAP and tax regulations. Proficient in financial analysis, automation, and the use of accounting software to drive efficiency and accuracy.
Highest-signal resume keywords
Financial Operations ManagementBudgeting And ForecastingTax And Accounting RegulationsAccounting Software ProficiencyAdvanced Excel Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCost AccountingRevenue RecognitionP&L Statement PreparationCash Flow Statement PreparationFinancial Risk AnalysisInternal ControlsFinancial Automation ImplementationFinancial Dashboard DevelopmentAudit Documentation
Soft Skills
Analytical SkillsProblem-Solving SkillsCommunication SkillsAttention To DetailAutonomous Work
Tools & Technologies
XeroExcelGoogle SheetsClickUp
Certifications & Qualifications
Bachelor’s Degree In FinanceCPA Or Equivalent Certification
Industry Keywords
GAAPLGPDGDPRFinancial ComplianceIntercompany Accounting
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Own the full financial operation across five legal entities in Brazil, Panama, and Mexico.
- Oversee budgeting, forecasting, financial analysis, and financial strategies aligned with growth and profitability goals.
- Deliver quarterly departmental budgets and conduct monthly budget-versus-actual reviews.
- Update and circulate revised monthly forecasts with documented department-lead approval.
- Identify and implement cost-reduction initiatives, including audits of subscriptions and recurring expenses.
- Manage billing, accounts receivable, accounts payable, general ledger, cost accounting, revenue recognition, intercompany accounting, reconciliations, and monthly and annual close.
- Prepare P&L statements, balance sheets, cash flow statements, forecasts, and audit documentation.
- Issue recurring client invoices monthly and reduce days sales outstanding.
- Deliver monthly financial dashboards covering KPIs, cash position, margin analysis, and risk exposure.
- Ensure timely tax, regulatory, and compliance obligations in Brazil, Mexico, and Panama.
- Coordinate and hold external accountants accountable for submissions, reconciliations, and tax and labor compliance.
- Maintain compliance with local GAAP and applicable accounting standards.
- Protect financial systems and documents in line with LGPD, GDPR, and applicable data privacy laws.
- Establish, monitor, and enforce internal controls, approval workflows, segregation of duties, and fraud prevention.
- Conduct quarterly internal audits and prepare documentation for external audits.
- Perform financial risk analysis, manage liabilities and investments, and monitor FX exposure.
- Lead financial due diligence for partners, suppliers, service providers, and M&A opportunities.
- Implement and optimize accounting software and financial tools such as Xero.
- Implement at least one financial automation per quarter and document time and error savings.
- Develop and enforce finance SOPs across all entities.
- Manage finance tasks and approvals in ClickUp with zero overdue items.
- Present financial reports and strategic recommendations to leadership.
- Collaborate with Marketing, HR, SEO, PPC, and Operations.
- Train and support junior finance team members and ensure knowledge transfer across regions.
- Report directly to the CEO and work closely with Sales, HR, Legal, Operations, and local accountants.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, or a related field (CPA or equivalent certification is a plus).
- Minimum 4 years of experience in a Financial Controller or senior finance management role.
- Proven experience managing full financial operations independently across multiple entities and/or countries.
- Strong knowledge of tax and accounting regulations in Brazil; experience with Mexico and/or Panama is a major plus.
- Advanced knowledge of financial principles, internal controls, and accounting standards (local GAAP).
- Proficiency in accounting software (e.g., Xero) and advanced Excel/Google Sheets skills (VLOOKUP, pivot tables, VBA).
- Experience implementing financial automations and dashboards is a plus.
- Strong analytical and problem-solving skills, with a high degree of accuracy and attention to detail.
- Excellent communication skills for presenting to leadership and managing external accountants.
- Ability to work autonomously in a fast-paced environment while managing multiple deadlines.
- Advanced English proficiency is required; Spanish is a plus.
Benefits
Comp & perks- Competitive compensation package.
- Direct involvement in strategic decision-making and financial planning.
- Opportunity to collaborate with an international team across Brazil, Mexico, and Panama.
- Opportunity to build and scale the finance function of a growing agency.