About the Role
We're seeking an experienced Finance Manager to take full ownership of the company's finance operations. This is a highly autonomous position for someone who enjoys building structure, driving financial visibility, and serving as a trusted business partner to leadership. You'll manage billing, accounts receivable, collections, financial reporting, forecasting, and dashboard creation while communicating directly with U.S.-based clients and providing leadership with the financial insights needed to make strategic decisions.
Responsibilities
- Generate and issue accurate client invoices for subscription and usage-based services.
- Maintain accounts receivable records and ensure billing cycles remain accurate and timely.
- Monitor outstanding balances and maintain financial records.
- Manage payment collections through professional, consistent communication with clients.
- Resolve overdue accounts while maintaining positive customer relationships.
- Escalate collection issues only when appropriate.
- Serve as the primary contact for billing inquiries, invoice questions, payment logistics, and account-related concerns.
- Communicate confidently with U.S.-based clients in professional written and spoken English.
- Maintain revenue forecasts, cash flow projections, runway models, and other financial planning tools.
- Prepare monthly financial reports for executive leadership.
- Support strategic planning through accurate financial modeling.
- Design and maintain financial dashboards that provide actionable business insights.
- Create reporting that supports both internal leadership and external client reporting initiatives.
- Analyze financial performance and identify trends and opportunities.
- Perform month-end reconciliations.
- Track company expenses and maintain financial accuracy.
- Coordinate with external accounting, tax, and compliance partners.
- Continuously improve finance processes and reporting systems.
Requirements
- 4+ years of experience in Accounting, Finance, or Financial Planning & Analysis (FP&A).
- At least 2 years working in a startup or small business environment with end-to-end ownership of finance processes.
- Exceptional written and verbal English communication skills.
- Strong proficiency in Microsoft Excel and/or Google Sheets, including financial modeling.
- Experience building business dashboards using tools such as Power BI, Tableau, Looker, or similar platforms.
- Proven ability to work independently with minimal supervision.
- Experience managing accounts receivable, invoicing, and payment collections.
- Strong analytical, organizational, and problem-solving skills.
- Experience within insurance, insurtech, fintech, or SaaS companies.
- Familiarity with U.S. B2B subscription billing models.
- Experience using QuickBooks or comparable accounting software.
- Basic SQL or data analysis experience.
Skills
- Accounting
- Finance
- Financial Planning & Analysis (FP&A)
- Microsoft Excel
- Google Sheets
- Financial modeling
- Power BI
- Tableau
- Looker
- Accounts receivable
- Invoicing
- Payment collections
- Analytical skills
- Organizational skills
- Problem-solving skills
- Insurance
- Insurtech
- Fintech
- SaaS
- U.S. B2B subscription billing models
- QuickBooks
- SQL
- Data analysis
Location
- Remote (Latin America)
Work Type
- Full-Time Contractor
- Remote
Experience Level
- 4+ years of experience
- 2 years working in a startup or small business environment
Salary/Compensations
- USD $2,500–$3,000 per month
About the Company
- At Latino Legends, we connect exceptional professionals across Latin America with world-class companies building high-performing remote teams.
- We're currently partnering with a rapidly growing U.S.-based technology company transforming the specialty insurance industry through an innovative digital marketplace. Their platform enables insurance carriers, wholesalers, and brokers to collaborate more efficiently by streamlining quoting, binding, and financial workflows. Backed by a lean, ambitious team, the company values ownership, accountability, and people who thrive in fast-paced startup environments where every contribution has a meaningful impact.
