Implementation Associate, Financial Software

Location: Remote from LatAm

Working hours: Full-time, aligned w/ Eastern or Central Time business hours (ET, CT)

Job Type: Contractor, monthly payments in US dollars

Benefits: 9 paid holidays, plus 10 days of PTO available after 6 months (may alter slightly based on client policies)

For many U.S. and Canadian companies, finding and keeping affordable, highly skilled talent remains a challenge. Across Latin America, talented professionals seek stable, innovative projects with industry-leading companies.

At , we’ve spent over a decade solving this puzzle. We’ve helped countless North American companies scale their teams while opening doors for Latin American professionals to access career-defining opportunities.

We are currently building a nearshore implementation team for a US fintech client specializing in the private funds industry. The team will work in close partnership with the company's U.S.-based Implementation team. Superior English and communication skills are required.

Our Ideal Candidate

You have a solid accounting or finance operations background and a genuine comfort working inside complex data and spreadsheets. You're detail-oriented by nature, not just by requirement, and you're energized by learning a new system inside and out. You're early in your career, but you already know what it takes to do careful, accurate work, and you're looking for a role where that foundation translates into hands-on technical execution.

Key Responsibilities

• Configure and Test: Own either a defined piece of a larger financial implementation involving multiple entities, structures, or workflows (e.g., configuration or testing for one client entity within a multi-entity rollout), or a full, single-entity implementation end-to-end, with regular guidance from a Senior Associate or Lead.
• Build Platform Fluency: Develop hands-on expertise in the platform's financial structures, calculations, and implementation workflows, from the ground up.
• Support Delivery: Work closely with the U.S.-based Implementation team to execute against established client implementation plans.
• Surface Issues: Identify and flag edge cases or issues encountered during testing, and pressure-test evolving implementation processes as the team scales.

Technical Requirements

• 1–3 years of experience in accounting or finance operations.
• Comfort working with large, complex data sets and the attention to detail that requires.
• Proficiency with Microsoft Excel.
• Bachelor's degree in Accounting, Finance, Business, a related field, or equivalent experience.
• Fluent written and spoken English (B2+), with strong communication skills for daily coordination with a U.S.-based team.

Preferred Skills

• Exposure to software implementation, configuration, or system rollouts in a professional setting, ideally with SaaS or cloud-based platforms.
• Hands-on experience using AI tools to support automations (e.g., automating repetitive workflows, data processing, or testing).
• Comfort operating in a dynamic environment where processes are still being defined.

Nice to Have

• Experience in the private funds industry as a fund accountant, private funds operations professional, or implementation specialist at a fund administrator, fund manager, or fund management software provider.
• Working understanding of private fund structures and calculations (e.g., capital calls, distributions, NAV).