Location: Mexico
What does the client’s business do?
Our client offers various financial services, including bookkeeping, payroll, bill payment, outsourced CFO services, capital advisory, and systems architecture. They aim to provide businesses with reliable financial reporting and strategic guidance to help them scale, from startups to large companies.
They contacted us seeking an experienced Accountant with 4-5 years of hands-on experience to manage key financial processes, including AP, AR, reconciliation, month-end close, and payroll.
What were the requirements?
This role requires a detail-oriented professional who thrives in a tech-driven environment and is highly proficient in modern accounting software. More details below:
- Experience: 4-5 years of progressive accounting experience, preferably in a tech-forward environment.
- Technical Proficiency:
- Advanced knowledge of Xero and QuickBooks Online (QBO).
- Hands-on experience with Ramp, Bill.com, and Gusto.
- Familiarity with Cin7 was a plus.
- Comfortable with integrating and troubleshooting accounting software.
- Skills:
- Strong understanding of AP, AR, reconciliation, month-end close, and payroll processes.
- Exceptional attention to detail and organizational skills.
- Ability to work independently and meet deadlines in a fast-paced environment.
- Excellent problem-solving and analytical abilities.
- Education: Bachelor’s degree in Accounting, Finance, or a related field preferred (or equivalent experience).
- Certifications: CPA or similar certification was a plus but not required.
- Tech Savvy: High proficiency with cloud-based tools, spreadsheets (e.g., Excel, Google Sheets), and a willingness to adapt to new technologies.
After two weeks of interviews and hard work, we found Daniel— a Mexican professional with everything needed to excel in the role.
What are the responsibilities?
The responsibilities for Daniel include:
- Accounts Payable (AP): Process vendor invoices, payments, and expense reimbursements using Bill.com and Ramp.
- Accounts Receivable (AR): Manage invoicing, collections, and customer payments in coordination with Xero and/or QBO.
- Reconciliation: Perform regular bank, credit card, and account reconciliations to maintain accurate financial records.
- Month-End Close: Execute month-end close procedures, including journal entries, accruals, and financial reporting preparation.
- Payroll: Administer payroll processes using Gusto, ensuring compliance with regulations and timely employee payments.
- Software Utilization: Leverage Xero, QBO, Ramp, Bill.com, Gusto, and potentially Cin7 to streamline workflows and maintain data integrity.
- Financial Reporting: Assist in preparing financial statements and reports for internal stakeholders.
- Process Improvement: Identify opportunities to enhance efficiency through automation and technology.
- Compliance: Ensure adherence to accounting standards, company policies, and relevant regulations.
What was the candidate's background?
Daniel started his accounting career in 2020 at a company in Mexico, and since then, he has been working with a U.S.-based finance firm. He has hands-on experience with key financial processes such as accounts payable (AP), accounts receivable (AR), reconciliations, month-end and quarter-end close processes, and payroll, which aligned well with the role's requirements.
Daniel is proficient in Xero and QuickBooks Online (QBO), having worked with both extensively. Additionally, his experience with Excel and HubSpot further strengthens his analytical and operational skills. His ability to thrive in a tech-driven environment and manage various financial tools makes him a great fit for the position.
How did they find this candidate?
The company used South! We help US businesses find, hire, and pay top Latin American talent.
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