Business Process Automation Consultant

Base Fee: USD 5,000 Performance Bonus: USD 6,000–12,000 Timeline: 1-3 months Location: Remote Language: English Start: Immediately Company: About Us: We are a Swiss real estate company with USD 20 million in annual recurring revenue and about 10,000 invoices per month. Currently, an external accounting firm handles all our finance workflows. Many of these tasks are simple operational activities that do NOT require a certified accountant, yet we pay over USD 150+ per hour for them. The Goal: We want a hands-on Business Process Consultant who can analyze, rebuild, and automate these workflows so they can be managed in-house or by virtual assistants. You will deliver working, reliable systems using (for example: Make, N8N, or similar tools,) train the new staff, and prove measurable cost savings. Compensation: Base Fee: USD 5,000 Bonus: Equal to the amount saved in the first month Example: We currently pay the external accounting firm around USD 25,000 per month for these processes. If you cut costs by 50 percent, you earn a USD 12,500 bonus. This is realistic. We only offer this base fee plus performance-based bonus structure. We do not pay hourly rates or milestones. Either you complete the job and earn the bonus, or you don’t. It is 0 or 1. Our entire company operates on this fully performance-based philosophy. Scope of Work: 1. Reminders, Emails and Coordination This process covers the sending of payment reminders and management of the accounting email inbox. It includes monitoring incoming correspondence, ensuring that reminders are sent on time, and coordinating standing orders and recurring payments to maintain consistent cash flow. 2. Revenue Booking This process includes transferring transaction data from bank statements, recording payments received through various methods such as bank transfers, cards, or cash, and assigning them to the correct accounts or cost centers. It also involves checking that all revenues for a period are captured and reconciling payments with open invoices. 3. Revolut Card Accounting This process manages all company spending through Revolut cards. It includes assigning each transaction to the correct accounts, cost centers, projects, or employees, handling multi-currency transactions and exchange rates, checking for missing or duplicate entries, verifying receipts, and ensuring VAT and tax compliance. Regular reconciliations with bank statements and accounting systems are part of this workflow. 4. Debt Collection (Betreibungen) This process covers the management of overdue payments and Swiss debt collection procedures under SchKG. It includes sending reminders, negotiating payment plans, filing collection requests with the authorities, handling legal responses, and keeping records of results and settlements. 5. AMEX Credit Card Accounting This process handles transactions made with American Express corporate cards. It includes checking transaction accuracy, reconciling AMEX statements with accounting records, assigning expenses to accounts and cost centers, validating supporting receipts, managing chargebacks or refunds, and ensuring all spending complies with company policies and tax requirements. Requirements: Proven record of delivering similar projects for companies of comparable size (around USD 20 million ARR). References will be verified with a phone call. What We Value: - We move fast and work with a startup mindset. - We do not want a theoretical consultant. - We want someone who executes, builds, and delivers real savings. How to Apply: Please do not write a long, generic GPT-style application. Write one to three CLEAR sentences explaining why you are the right person for this job. IMPORTANT: Do not contact our company or CEO outside of Upwork. Any attempt to reach us via email, LinkedIn, or other channels will result in an immediate block and removal from consideration. Applications are accepted only from candidates based in Europe or North America. Apply tot his job