Expert CFO (Odoo & Spain) to Build a Scalable Finance SOP System

Goal (in one sentence)
Design, write, and deliver a complete Finance SOP (Standard Operating Procedure) System—simple, controlled, and automation-ready—so we can close our books in 5 business days, file taxes on time with audit-proof evidence, and scale our operations.

About Us
Isleño builds ready-to-move-in, modular homes for remote-working entrepreneurs in Spain. We are product-driven and standardize everything. Finance must be our single source of truth, and that single source is Odoo.
We have a snapshot of current tasks , but we need a high-level expert to build a complete, professional, and scalable "Finance Operating System."

What You Will Deliver (The Scope)

You will deliver a complete "Finance Playbook" organized into four parts:

1. The Architecture & Controls
A simple map of all our finance processes (e.g., how money is spent, how we get paid, how we close the books).
Clear ownership for each task, including who approves what (and a "maker-checker" or two-person rule for key steps).
A simple system for naming, versioning, and storing all SOPs and audit-proof documents.

2. The Core SOP Packs (with Odoo screenshots & checklists)
Odoo Core: How to set up accounts, roles, permissions, and audit trails.
5-Day Monthly Close: A start-to-finish checklist for closing the books, including how to handle accruals and reviews. The goal: no "side spreadsheets" for core work.
Spending & Payments (P2P): How to add new vendors, approve purchase orders, match them to invoices, and run the weekly payment batch.
Sales & Collections (O2C): How to handle client deposits ("arras"), collect payments, and manage the paperwork flow for the notary.
Cash Management: The weekly process for building and updating the 13-week cash forecast.
Spanish Tax: A step-by-step guide and calendar for all tax filings (IVA, IRPF, Corporate Tax, property taxes), including where to save the audit-ready proof.
Bank & Investor Funding: A template "lender pack" for Spanish banks and a simple process for managing our private investor pipeline.

3. Automation by Design
Each SOP must clearly identify "automation points"—the repetitive 80% of tasks (like bank feeds, matching, approvals, or late-payment follow-ups) that can be automated with n8n and light Python scripts.

4. Handover & Training
Deliverables in simple formats: Google Docs, checklists, and short "Loom" video guides.
One or two training sessions with our team to walk through the new system.
A "live test" of the 5-day month-end close using your new SOPs.
Definition of "Done" (What success looks like)
Odoo is the single source of truth. No more "side spreadsheets" for core finance work.
The monthly close process is proven to take 5 business days or less.
All Spanish tax filings are 100% on time, with a clear audit trail defined.
A ready-to-use template pack is built for Spanish banks and private lenders.

• Design a complete Finance SOP System
• Organize finance processes into a structured playbook
• Ensure scalability and automation readiness
• Integrate Odoo for financial operations
• Provide clear ownership and controls