Finance, AI Automation Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assist in the daily financial operations, which include tracking expenses, generating financial reports, and monitoring transactions.

• Ensure the accuracy of financial records, spreadsheets, and accounting documents.

• Aid in budget oversight, financial analysis, and tracking cash flow.

• Provide support for accounts payable, accounts receivable, and reconciliation activities.

• Compile financial summaries and reports for management review.

• Discover opportunities for enhancing financial processes, improving reporting precision, and boosting operational efficiency.

• Collaborate with accounting and financial service providers.

• Identify and adopt AI tools and automation techniques to streamline operations and minimize manual tasks.

• Develop, sustain, and enhance automated workflows using platforms like Make, Zapier, or similar tools.

• Facilitate integrations among accounting, HR, payroll, communication, and operational systems.

• Oversee software platforms, subscriptions, user accounts, and system permissions.

• Investigate and recommend technological solutions.

• Keep documentation for software procedures, automated workflows, and technology practices.

• Liaise with vendors and service providers regarding technical matters.

• Promote cybersecurity best practices, access controls, and the onboarding/offboarding of technology.

• Assist with employee onboarding/offboarding, maintaining employee records, and documentation.

• Support recruiting efforts, candidate communication, and hiring processes.

• Manage payroll administration, benefits documentation, and leave tracking.

• Uphold HR policies, procedures, and employee documentation.

• Foster employee engagement, performance management, and internal communications.

• Aid in workforce planning and initiatives related to personnel.

• Ensure confidentiality of both employee and company information.

⛳️ Requirements

• Over 3 years of experience in finance, accounting, financial operations, business operations, or a related area.

• Strong analytical abilities with experience in managing financial records, reporting, and spreadsheets.

• Proficient in Microsoft Excel and Google Sheets.

• Familiarity with AI tools such as ChatGPT, Claude, or other AI-driven business solutions.

• Understanding of business systems, digital tools, and process enhancement.

• Excellent organizational, problem-solving, and communication skills.

• Capability to handle multiple priorities, work independently, and take initiative.

• Flexibility and willingness to learn new systems and embrace responsibilities outside of one's main expertise.

• Experience with workflow automation platforms like Make, Zapier, or similar tools is preferred but not mandatory.

• Familiarity with accounting software, financial management systems, HRIS, or payroll platforms is a plus but not required.

• Prior experience in HR administration, recruiting, onboarding, or people operations is advantageous but not essential.

• Experience in implementing AI tools or enhancing business workflows through technology is preferred but not required.

• A Bachelor's degree in Finance, Accounting, Business Administration, Information Systems, or a related field is preferred but not required.

• Must be able to work within a US timezone.

• Resume should be formatted in English.

🏝️ Benefits

• Opportunity to work remotely.

• Flexible contractor arrangement.

• Autonomy and flexibility to manage work according to your preferences.

• Work options available across US time zones (EST, MST, CST, or PST).