Executive Operations & Finance Specialist | AI & Automation

Latin America · Remotefull time

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Remote

H1B: no

Agent Executive Operations & Finance Specialist at Agent supporting company leadership with executive assistance, financial reporting, and AI-driven process improvements. Manage administrative tasks, financial analysis, and implement AI and automation to improve efficiency.

Responsibilities

Provide direct administrative support to company executives
Manage calendars, schedule meetings, coordinate appointments, and prioritize executive commitments
Prepare meeting agendas, organize materials, take notes, and track follow-up items
Draft and edit emails, reports, presentations, letters, and other business communications
Coordinate travel arrangements and related logistics
Assist with special projects ensuring deadlines and commitments are met
Communicate professionally with employees, tenants, vendors, lenders, business partners, and stakeholders
Prepare and maintain financial reports, operating dashboards, budgets, and forecasts
Analyze company and property performance including revenue, expenses, occupancy, cash flow, and budget variances
Assist with monthly KPIs and explain trends and results
Run financial models for acquisitions, developments, and business decisions
Identify repetitive or inefficient processes for improvement through AI, automation, or system integration

Qualification

Bachelor’s degree in financeExperience with financial reportingExceptional attention to detailAbility to work independentlyExperience supporting a business ownerExperience with financial modelingExperience in commercial real estateExperience with tools such as ChatGPTWorking knowledge of APIsCPAWhat Success Looks LikeThe successful candidate will

Required

Bachelor’s degree in finance, accounting, business, information systems, or a related field is preferred.
Previous experience as an executive assistant, financial analyst, accountant, business analyst, or similar position.
Strong organizational and time-management skills.
Experience with financial reporting, budgeting, accounting, or data analysis.
Advanced proficiency with Microsoft Excel or Google Sheets.
Strong interest in artificial intelligence, automation, and emerging business technology.
Excellent written and verbal communication skills.
Exceptional attention to detail, judgment, discretion, and follow-through.
Ability to manage multiple priorities in a growing, entrepreneurial organization.
Ability to work independently, anticipate needs, and take ownership of assignments.
Comfortable researching new technology and learning unfamiliar software.

Preferred

Experience supporting a business owner, executive, or senior leadership team.
Experience with financial modeling, dashboards, or business intelligence platforms.
Experience in commercial real estate, property management, construction, self-storage, or real estate development.
Experience with tools such as ChatGPT, Microsoft Copilot, Power BI, Power Automate, Zapier, Make, or similar platforms.
Working knowledge of APIs, SQL, Python, or other automation tools is helpful but not required.
CPA, CMA, MBA, or another relevant certification is a plus but not required.
What Success Looks Like
The successful candidate will: