Projects and Customer Success Coordinator

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4 days ago

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Accountfy

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SaaS • Fintech • Artificial Intelligence

Accountfy is an AI-first financial management platform that provides cloud-based software to automate reporting, FP&A, closing & consolidation, treasury, data integration and financial workflows. The platform includes an AI Solutions Builder for no-code creation of custom financial applications and intelligent agents that analyze data, generate reports, suggest accounting codes and automate processes. Accountfy targets businesses seeking integrated, secure (SOC-certified, Google Cloud-hosted) SaaS tools to improve governance, analytics and operational efficiency in finance.

51 - 200 employees

Founded 2017

☁️ SaaS

💳 Fintech

🤖 Artificial Intelligence

📋 Description

• Plan, monitor, and control the team’s weekly implementation activities • Actively participate in project meetings and strategic decision-making • Map closing routines, prepare financial statements and management presentations together with clients for platform configuration • Validate project schedules and key project documents (Blueprints) with stakeholders • Perform timely reviews and provide technical follow-up on deliverables for each project phase • Support the team with training and clarification of technical and system-related questions • Actively manage the client portfolio, ensuring adherence to best practices and the company’s methodology • Plan implementations of complex accounting structures (multi-currency, GAAP adjustments, among others) • Ensure compliance with IFRS, BRGAAP and USGAAP in deliverables and configurations • Consolidate accounting data and support audits directly through the platform • Work closely with CFOs, Controllers and Auditors, ensuring a high technical standard and trust in deliverables • Monitor deadlines and portfolio success metrics and work to build long-term client relationships

🎯 Requirements

• Fluent Spanish • Previous experience leading teams, with a focus on delivery, performance monitoring and meeting deadlines • Bachelor’s degree in Accounting, Business Administration, Finance or related fields • Experience with implementation projects, client onboarding or SaaS system deployments • Solid knowledge of accounting and financial statements (BP - Balance Sheet; DRE - Income Statement; DFC - Cash Flow Statement; DMPL - Statement of Changes in Equity; DVA - Statement of Value Added) and their respective explanatory notes • Strong command of fundamental accounting concepts such as double-entry bookkeeping, trial balance, general ledger and primary accounting records • Experience consolidating financial data from multiple sources and generating management reports, financial statements and trend analyses

🏖️ Benefits

• Work schedule: Monday to Friday, 09:00 – 18:00 (40 hours per week) • Employment: CLT (Brazilian statutory employment contract) • Childcare allowance (babysitter or daycare subsidy) • Home office allowance • Discounts on educational tuition and language schools • Day off in the birthday month • Medical assistance / Health insurance • Life insurance • Meal and/or food allowance • Flexible benefits (pharmacy, health, education, mobility, among others)