Maintain accurate financial records with our bookkeeper
Prepare key financial reports such as P&L, balance sheet, and cash flow statements
Support budgeting, forecasting, and cash flow planning
Track expenses, loans, licenses, and payroll changes
Ensure accurate contractor payroll processing
Coordinate with our CPA for tax filings and compliance
Calculate bonuses and commissions
Define and track key company KPIs
Build dashboards and reports to monitor company performance
Analyze financial and operational data to support leadership decisions
Monitor accounts receivable and collection timelines
Track project profitability and margins
Improve resource planning through data analysis
Implement automations using AI tools, APIs, and no-code platforms
Build internal reporting tools to reduce manual work
Create ad-hoc analyses to support strategic decisions

Bachelor’s degree in Finance, Accounting, Business Intelligence, Economics, or a related field
5+ years of experience in finance, financial operations, or business intelligence
Experience supporting small or mid-sized companies, ideally in tech or agency environments
Strong knowledge of financial reporting, budgeting, and forecasting
Experience building BI dashboards and data reports
Familiarity with automation tools such as Zapier, Make, APIs, or similar platforms
Advanced proficiency in Excel or Google Sheets
Experience with financial software and CRM platforms (Zoho CRM is a plus)
Excellent communication in Spanish and English.

Financial and BI Analyst

Key skills