What does the client’s business do?
Our client is a leading software company that provides advanced tools and solutions for photographers of all levels. The company offers a comprehensive software product suite to enhance photo editing capabilities and streamline workflow processes.
With a focus on innovation and user-friendly design, the company’s offerings include robust image editing applications equipped with AI-driven features and efficient digital asset management systems for organizing and securing photographic portfolios.
Whether catering to professional photographers or enthusiasts, our client is dedicated to effectively supporting its users in capturing, refining, and sharing their creative visions.
What were the requirements?
Our client was looking for a Financial and Data Manager. They wanted them to be intensely curious, kaizen-oriented, tech-savvy, proactive, communicative, and collaborative. The candidate would be crucial in shaping the company's future by driving financial strategy, optimizing processes, and leveraging data insights to drive business growth.
Job Requirements:
Technical Skills:
- Experience with financial forecasting, including three-statement financial models (Income Statement, Balance Sheet, Cash Flow).
- Proficiency in SQL and Tableau for creating dashboards and reports.
- Previous remote work experience with U.S. companies, familiar with U.S. accounting standards.
Desirable Experience:
- Knowledge of finance tools like QuickBooks, Google Sheets, Excel, Stripe, and Bill.com.
- Familiarity with data tools such as Snowflake, Tableau, and Fivetran.
- Experience in SaaS or e-commerce, understanding financial metrics in subscription-based or online retail.
- Understanding of digital marketing strategies for scaling businesses.
- Leadership in month-end close processes, ensuring accuracy and compliance.
After screening hundreds of candidates, facilitating activities to assess potential, and conducting multiple interviews, we identified Fernando as the right fit.
What are the responsibilities?
- Own the Forecast: Develop and manage a rolling 12-month financial plan and a 26-week cash flow forecast grounded in a thorough understanding of business objectives and historical financial statements.
- Build and Maintain Business-Unit Dashboards: Utilize BI tools (Tableau, Rows, Google Sheets) to regularly deliver insightful data from our analytics warehouse (Snowflake) to business users.
- Opportunity Identification: Analyze financial data to uncover and leverage opportunities for increasing profit and cash flow.
- Build Accounting Team & Processes: Transition accounting and finance operations from an external contractor to an in-house team by hiring, training, and managing 1-2 staff accountants within 6-12 months.
Fernando hit the ground running in his new role. He quickly showcased his proficiency with BI tools like Tableau and Google Sheets. His keen analytical skills and attention to detail have been crucial in developing financial forecasts and identifying opportunities to enhance profit and cash flow.
What was the candidate’s background?
Fernando, from Ecuador, is an exceptional candidate for this position, bringing over 10 years of experience in business growth and profitability. His career progression includes pivotal roles, culminating in his position as Chief Executive Officer at a supply chain company, where he achieved an 18 percentage point increase in annual gross profit and fully recovered lost sales from previous years. His leadership and strategic execution have consistently driven positive results.
With strong technical skills in financial planning, business intelligence, and supply chain management, Fernando is well-prepared for this role. He is proficient in software such as Microsoft Office, Power BI, and QuickBooks, enabling him to utilize technology effectively for data-driven decision-making. His educational background includes a B.A. in International Business and Finance and a Master’s in Project Management.
Fernando's history of working effectively from home adds to his suitability for a remote position. His experience managing teams and developing strategies remotely ensures he can maintain productivity and collaboration, making him a valuable asset to any organization.
How did they find their last candidate?
The company turned to for assistance! We specialize in helping U.S. businesses discover, hire, and compensate top talent from Latin America.
Schedule a call with us and potentially save up to 75% on your monthly hiring costs. Whether you need marketing specialists, sales professionals, customer support representatives, virtual assistants, operations or project managers, creatives, developers, accountants, and more, we’re here to support your hiring needs!
