Pavago

Operations & Finance Lead

Remote, Mexico remote Entry Salary not listed
remote Technology & IT Curated
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About the role

Job Title: Operations & Finance Lead
Position Type: Full-Time, Remote

About the Role
We’re hiring an Operations & Finance Lead to take ownership of financial operations, reporting accuracy, operational workflows, and internal systems across the business.
This is a high-ownership role for someone who combines strong accounting and finance expertise with operational thinking and process improvement capabilities.
You will be responsible for maintaining financial accuracy, improving workflows, managing KPIs, supporting ERP systems, and ensuring operational processes run efficiently across the organization.
The ideal candidate is highly analytical, detail-oriented, proactive, and comfortable operating independently in a fast-paced environment.

Responsibilities
Finance Ownership

Maintain accurate financial records including P&L, Balance Sheet, and Cash Flow statements

Manage reconciliations across banking, transactions, and inventory-related financial activity

Track and report on key business KPIs and financial performance metrics

Monitor cash flow and proactively identify financial risks or inconsistencies

Identify gaps, errors, and opportunities to improve financial performance and reporting accuracy

Systems & Process Improvement

Support and optimize ERP and financial systems, including Zoho or similar platforms

Improve financial workflows, reporting structures, and internal controls

Ensure data consistency and accuracy across operational and financial systems

Help streamline processes to improve efficiency and scalability

Operations Support

Improve SOPs, operational workflows, and internal processes

Support inventory tracking and operational coordination

Ensure systems and processes are being used effectively across the team

Assist in creating operational structure and accountability

Team Collaboration

Provide support and guidance to junior operations and finance team members

Review outputs to ensure accuracy, quality, and timely completion

Collaborate cross-functionally to improve operational efficiency and communication

Customer & Accounts Coordination

Manage accounts receivable follow-ups and coordination

Communicate professionally with customers when needed regarding payments or operational matters

Support order coordination and operational follow-through

What Makes You a Strong Fit

You combine strong finance knowledge with operational thinking

You are highly detail-oriented and structured in your approach

You proactively identify problems and improve processes without waiting for direction

You are comfortable owning financial reporting and operational accountability

You communicate clearly and professionally across teams and with customers

You thrive in fast-paced environments where accuracy and execution matter

Required Experience & Skills
Must-Have Requirements (Non-Negotiable)

Strong accounting or finance background

CPA, CMA, ACCA, or equivalent certification preferred

Proven experience owning financial reporting and reconciliations

Strong understanding of cash flow management, KPIs, and business performance metrics

Excellent English communication skills (written and verbal)

Strong attention to detail and organizational ability

Proactive problem-solving mindset

Experience working with ERP or financial systems

Nice-to-Have Experience

Experience in inventory-based, e-commerce, or distribution businesses

Familiarity with Zoho ERP or similar platforms

Experience improving workflows, SOPs, or operational systems

Exposure to AI tools and automation platforms to improve efficiency

What Does a Typical Day Look Like?
Your day will revolve around maintaining financial accuracy, improving workflows, supporting operational processes, and ensuring visibility across key business metrics.
You will:

Review financial records, reconciliations, and reporting accuracy

Monitor KPIs, cash flow, and operational performance

Coordinate with internal teams on financial and operational tasks

Improve systems, workflows, and reporting structures

Support accounts receivable follow-ups and operational coordination

Ensure operational processes remain organized, scalable, and efficient

In essence: you are the person ensuring the business operates with financial clarity, operational structure, and process efficiency.
Key Metrics for Success (KPIs)

Accuracy and timeliness of financial reporting

Cash flow visibility and reconciliation accuracy

Improvement in operational workflows and reporting systems

Reduction in financial errors or inconsistencies

ERP/system utilization and process efficiency improvements

Timely completion of accounts receivable follow-ups

Compensation & Benefits

Competitive compensation based on experience

Fully remote work environment

Opportunity to work closely with leadership and impact business operations

Exposure to both finance and operational strategy

Collaborative and growth-focused team environment

Interview Process

Initial Screening Call

Finance & Operations Interview

Final Interview with Leadership

Offer & Onboarding

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Technology & IT Accounting CRM Data Analysis Finance Operations remote

Likely questions

  1. Tell us about work you have done that is close to the Operations & Finance Lead role.
  2. How would you approach your first 30 days at Pavago?
  3. Which of Accounting, CRM and Data Analysis have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Accounting, CRM and Data Analysis.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Operations & Finance Lead role because I can bring practical experience in Accounting, CRM and Data Analysis, learn the team quickly, and contribute to the outcomes Pavago needs from this hire.

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