Financial Reporting & Automation Specialist (Excel-Focused) - EST Hours

Related keywords: remote job onlineremote job microsoftfully remote job

Overview

ISTA Personnel Solutions is a dynamic and fast-growing Business Process Outsourcing (BPO) company. Unlike typical recruitment agencies, ISTA operates as an integral extension of their U.S.-based clients, providing them with precision, efficiency, and personalized service. Currently, they are seeking a Financial Reporting & Automation Specialist focused on Excel to join their team. This position allows individuals the chance to significantly contribute to financial data management through improved reporting processes.

Job Position

The role of Financial Reporting & Automation Specialist involves extensive work with financial data exported from various systems, including QuickBooks Online. This position primarily focuses on maintaining and improving recurring management and financial reporting while ensuring high-level accuracy and structural integrity in financial statements.

Working hours are set from Monday to Friday, between 9:00 AM to 6:00 PM EST (which adjusts according to daylight savings). Hence, South African candidates need to adapt their work hours to align with U.S. timing.

Key Responsibilities

The responsibilities for this position include:

• Managing financial data exports from systems like QuickBooks Online.
• Maintaining and enhancing Excel-based financial reporting models.
• Preparing and updating monthly Profit & Loss (P&L) and Balance Sheet reporting files.
• Ensuring that formulas, links, and report structures are consistent and stable throughout reporting periods.
• Implementing changes in General Ledger (GL) codes, mappings, and account structures when necessary.
• Automating manual reporting efforts to enhance efficiency through advanced Excel techniques.
• Structuring summary reports, reconciliations, and visual outputs for clearer financial data presentation.
• Identifying and driving improvements within the reporting workflow to ensure better accuracy and efficiency.
• Vigilantly ensuring the integrity of financial data and calculations.

Required Skills

Essential skills for candidates interested in this position include:

• Advanced Microsoft Excel capabilities, including mastery of formulas, PivotTables, and structured models.
• A solid understanding of the financial reporting framework, including Profit & Loss statements, Balance Sheets, and GL structures.
• Experience in handling exported data, especially from CSV/Excel sources.
• Strong analytical skills coupled with a keen eye for detail in data accuracy.

Advantageous skills encompass:

• Familiarity with QuickBooks Online or similar financial software.
• Exposure to Power Query or other reporting automation techniques.
• Experience in maintaining recurring financial reporting templates.
• An interest in efficiency tools that can enhance financial processing, such as automation tools.

Work Environment

This role operates in a fully remote environment, allowing professionals to work from their location in South Africa while catering to their U.S. clientele. However, applicants should be mindful of certain operational requirements:

• A dedicated fixed fibre internet connection with a minimum speed of 25 Mbps for both upload and download is mandatory, as candidates cannot be considered without meeting this criterion.
• Due to load shedding and potential power outages in some regions of South Africa, applicants are required to have a reliable power backup solution in place.

Compensation and Benefits

While a specific salary range is not mentioned in the job description, compensation for working on South African public holidays is stated to align with BCEA guidelines. Given these circumstances, it's prudent for applicants to inquire about the salary during the interview process.

Application Process

Candidates are encouraged to apply promptly. However, they should be aware that if they do not hear back within 14 working days of submission, their application may be deemed unsuccessful.

In conclusion, this role offers a unique opportunity for individuals skilled in Excel and financial reporting to make a significant impact within a growing BPO environment. Given the technological requirements and remote nature of the work, candidates must come prepared with a solid technical setup and an eagerness to improve financial reporting processes. Interested candidates are encouraged to apply and take a step forward in their careers with ISTA Personnel Solutions.

This job offer was originally published on himalayas.app