Accounts & Finance Analyst - Remote

Overview:

Were looking for a detail-oriented professional to help set up and automate our accounting and reporting systems. The goal is to integrate Xero with either Microsoft Excel / Google Sheets to enable real-time financial tracking, budgeting, forecasting, and reporting. This person will also advise on best practices for data entry, structure, and automation to ensure smooth financial operations.

Mandatory Skills

• Advanced skills in Microsoft Excel (including VBA, Power Query, Power BI) or Google Sheets (including Apps Script, Data Studio/Looker Studio).
  
• Strong understanding of accounting principles, budgeting, and financial reporting.
• Experience with workflow automation tools (e.g., Zapier, Make, Power Automate) is a plus.
• Analytical mindset, high attention to detail, and ability to design scalable financial systems.
• Communication: Excellent spoken and written English.

Key Responsibilities:

• Integrate Xero with Excel or Google Sheets for real-time transaction syncing and categorisation.

Looking to get Placed? Try our Placement Guarantee Plan

Get Hired
• Build automated dashboards for budgeting, cash flow, income forecasting, and month-on-month reporting.
• Design and automate financial templates that minimise manual input and errors.
• Develop automation scripts using Visual Basic (VBA) for Excel or Apps Script for Google Sheets.
• Advise on best practices for data management, reconciliation, and chart of accounts setup.
• Implement automation workflows for periodic updates and report generation.
• Ensure data accuracy, consistency, and secure handling across systems.

Nice to have

• Python, SQL etc.