Financial Analyst / Excel Expert for Financial Clean-Up and Reporting

๐ŸŒ Remote, USA ๐Ÿš€ Full-time ๐Ÿ• Posted Recently

Job Description

Financial Analyst โ€“ Clean Up & Build Reporting Dashboards

One-time project with potential for ongoing support

Remote | Flexible Hours | Start ASAP

Are you a financial pro who thrives on turning messy data into clean, actionable insight? We're a small but growing business looking for a detail-oriented Financial Analyst to help us clean up our historical data and build sleek, dynamic dashboards in Google Sheets.

This project is perfect for someone whoโ€™s worked with small businesses, startups, or entrepreneurs and enjoys diving deep into numbers, creating structure, and building tools that drive smarter decisions.

What Youโ€™ll Tackle:

Reconcile transactions across QuickBooks, Rocket Money, Excel, and our Madison (payroll back office company) payroll portal

Organize and clean up up to 5 years of financial data

Build Google Doc dashboards to track income, expenses, and year-over-year trends

Create easy-to-update monthly and quarterly reports

Flag discrepancies and ensure data integrity throughout

Provide insights or recommendations if anything major jumps out

Tools Youโ€™ll Work With:

QuickBooks (accounts are already connected)

Rocket Money (for expense tracking)

Madison (our payroll processing portal)

Manual Google Sheets tracking files

What Weโ€™re Looking For:

5+ years of finance, accounting, or bookkeeping experience

Experience with staffing/recruitment firms or service-based businesses

Strong Google Sheets skills (dashboards, pivot tables, formulas, charts)

Experience with QuickBooks and personal finance tools

Sharp eye for detail and love for organized, clean data

Bonus: Experience supporting entrepreneurs or small business operations

Budget & Timeline:

This is a one-time project for now - but if itโ€™s a great fit, we could potentially explore monthly ongoing support.

Next Steps:

Please share your hourly rate or a fixed-fee estimate for the full 5-year cleanup and dashboard build along with a copy of your resume.

Our business website is www.talentcount.org - learn more about us!

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