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Cobalto Talent

02_Senior Financial Controller (AI-Enabled)

Posted a day ago
5-10 years experience
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AI Summary

The Senior Controller will oversee financial health for US-based SMEs by managing month-end closes and financial reporting. They will leverage AI tools to automate data processing, enhance forecasting, and provide strategic financial insights.

02_Dedicated Senior Controller (AI-Enabled)
Work Model: 100% Remote (LATAM) 

About the Role We are seeking a highly analytical and forward-thinking Dedicated Senior Controller to oversee the financial health of growing US-based SMEs. In this role, you will go beyond traditional bookkeeping by leveraging modern Artificial Intelligence (AI) tools to automate data processing, enhance financial forecasting, and provide strategic insights faster. The ideal candidate is a proactive finance leader who combines deep accounting expertise with a strong curiosity for how AI can streamline financial operations and eliminate manual data entry.

Key Responsibilities

  • Lead the month-end and year-end financial close processes, ensuring accuracy and compliance for US-based businesses.
  • Leverage AI tools (e.g., ChatGPT Advanced Data Analysis, Microsoft Copilot) to analyze large financial datasets, identify spending anomalies, and generate narrative reports on financial performance.
  • Develop and maintain rolling cash flow forecasts, financial models, and annual budgets, using AI-assisted forecasting software to predict trends.
  • Implement and oversee AI-driven OCR (Optical Character Recognition) and AP/AR automation tools (like Bill.com or Dext) to streamline invoice processing and reduce human error.
  • Prepare and present monthly financial performance packages (P&L, Balance Sheet, Cash Flow) to executive leadership.
  • Collaborate with external CPA firms for tax preparation and compliance requirements.

Required Skills & Experience

  • 4-6+ years of progressive experience in FP&A, Corporate Finance, or as a Controller.
  • Strong understanding of US accounting principles (US GAAP) and experience working with US-based clients.
  • Practical experience or strong proficiency in using Generative AI tools (ChatGPT, Microsoft Copilot for Finance) to write financial summaries, build macros, or write complex Excel formulas/scripts.
  • Hands-on experience with cloud accounting platforms such as QuickBooks Online, Xero, or NetSuite, along with their native AI or automation integrations.
  • Advanced English proficiency (C1) with excellent executive communication and presentation skills.
  • High degree of integrity, autonomy, and a drive to modernize traditional financial workflows.

What We Offer

  • Competitive compensation
  • 100% remote work structure with a standard Monday-Friday schedule.
  • Opportunity to work directly with business owners, acting as their tech-forward financial co-pilot.

Requirements

Dedicated Senior Controller (AI-Enabled)


  • 4–6+ years of progressive experience in Financial Controlling, FP&A, or Corporate Finance.
  • Proven experience supporting U.S.-based companies or clients.
  • Strong knowledge of US GAAP and financial reporting.
  • Hands-on experience managing month-end and year-end closing processes.
  • Experience preparing and analyzing P&L, Balance Sheet, Cash Flow, budgets, and financial forecasts.
  • Advanced proficiency in QuickBooks Online, Xero, or NetSuite.
  • Practical experience using AI tools (ChatGPT, Microsoft Copilot) for financial analysis, reporting, forecasting, and process automation.
  • Experience with financial automation, OCR, and AP/AR tools such as Bill.com or Dext.
  • Advanced English (C1), with strong executive communication and presentation skills.
  • Advanced Excel and financial modeling skills.
  • Experience implementing AI-powered financial workflows.
  • Cash flow forecasting, budgeting, variance analysis, and financial modeling.
  • Experience coordinating with external CPA firms on tax and compliance matters.
  • Experience building automated reports, macros, and complex Excel formulas.

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