What is your mission? 

• Build and maintain automated validation checks to ensure data alignment across financial systems
• Identify root causes of discrepancies and implement permanent corrective solutions
• Design and maintain audit-ready reconciliation processes and documentation
• Ensure 100 percent accuracy of financial data prior to reporting
• Maintain revenue, billing, and gross margin reporting
• Perform financial performance analysis and variance identification
• Partner with leadership teams to deliver timely and accurate financial insights
• Develop scalable Excel models using Power Query, structured logic, and large datasets
• Create reusable templates for system imports and standardized workflows
• Automate manual financial processes to improve efficiency, reliability, and accuracy
• Perform data reconciliation across QuickBooks, Salesforce, and internal systems
• Maintain supporting files and ensure consistency across multiple platforms
• Improve system alignment and reduce manual intervention through process enhancements

Who are we looking for?

• Bachelor’s Degree in Finance, Accounting, or related field
• Minimum of 4+ years of experience in finance, accounting, or data analysis roles
• Expert-level proficiency in Microsoft Excel, including Power Query, large dataset handling, and validation logic
• Strong knowledge of financial concepts, including revenue, cost, and gross margin analysis
• Experience in financial data reconciliation across systems such as QuickBooks, Salesforce, and internal platforms
• Proven ability to design automated validation checks, reconciliation processes, and audit-ready documentation
• Hands-on experience in process automation, workflow optimization, and system improvement
• Experience developing financial reports, variance analysis, and performance insights
• Familiarity with Power BI or similar data visualization tools is an advantage
• Experience in system integrations or automation tools is preferred
• Background in staffing, managed service provider, or service-based environments is a plus
• High level of attention to detail with a strong commitment to data accuracy and integrity
• Excellent communication skills with the ability to present insights to stakeholders
• Strong problem-solving, analytical thinking, and process improvement mindset
• Ability to work independently and collaborate with cross-functional teams in a fast-paced environment