How an AI Company Hired an Accountant for $960 a Month

Location: Brazil

What does the client’s business do?

Our client is an AI-powered platform that provides automated essay grading and instant feedback. It analyzes writing based on criteria like grammar, structure, coherence, and relevance, offering educators a time-saving solution for grading and helping students improve their writing skills.

The platform also allows for customizable grading rubrics and generates detailed reports on student performance. This service aims to streamline grading while providing students with personalized, actionable feedback.

What are the responsibilities?

This client was seeking a part-time accountant, and the candidate's primary responsibilities include:

Financial Reporting & Bookkeeping: Prepare financial statements, manage the general ledger, and track income and expenses.

Budgeting & Forecasting: Assist in budgeting and monitoring financial performance against targets.

Tax Compliance: Ensure timely tax filing and maintain compliance with tax regulations.

Cash Flow Management: Monitor cash flow and advise on financial decisions to maintain liquidity.

Payroll & Vendor Management: Oversee payroll processing and manage invoicing/payments for vendors and clients.

Financial Analysis: Analyze financial data to identify trends, optimize profitability, and support strategic decisions.

What was the candidate’s background?

Luana is an exceptional candidate for this position due to her extensive educational background and diverse work experience in accounting and finance. Holding a Bachelor’s degree in International Relations and an MBA in Controllership and Finance, she combines strong academic credentials with practical knowledge. Her ongoing certification in Bookkeeping through Coursera (QuickBooks) further demonstrates her commitment to staying updated with industry tools and best practices. With a solid foundation in finance and accounting, she brings a comprehensive skill set essential for managing financial operations in any organization.

In addition to her formal education, Luana has gained significant hands-on experience in various roles. Currently, as an Accounting Analyst at a US company, she uses QuickBooks to perform audits, manage payroll, and produce detailed financial reports. Her previous roles, as CFO at a software company and Accounting Specialist at a logistics company, have honed her skills in managing accounts receivable, monitoring accounts payable, and supporting financial audits. Luana's experience with software such as QuickBooks, Stripe, and Excel (using advanced features such as VLOOKUP and pivot tables) allows her to perform complex financial tasks efficiently, ensuring accuracy and compliance with accounting standards.

After several interviews, our client identified Luana as the ideal candidate for this position, valuing her proactive attitude, ability to effectively resolve financial issues, and her adaptability and resourcefulness in managing multiple jobs while working remotely.

How did they find their last candidate?

The company turned to Jules! We help US businesses find, hire, and pay top Latin American talent.?

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