Financial Analyst / Excel Expert for Financial Clean-Up and Reporting
Posted 2025-08-26
Remote, USA
Part Time
Immediate Start
Financial Analyst – 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 who’s worked with small businesses, startups, or entrepreneurs and enjoys diving deep into numbers, creating structure, and building tools that drive smarter decisions.
What You’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 You’ll Work With:
QuickBooks (accounts are already connected)
Rocket Money (for expense tracking)
Madison (our payroll processing portal)
Manual Google Sheets tracking files
What We’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 it’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!
Apply to This Job
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 who’s worked with small businesses, startups, or entrepreneurs and enjoys diving deep into numbers, creating structure, and building tools that drive smarter decisions.
What You’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 You’ll Work With:
QuickBooks (accounts are already connected)
Rocket Money (for expense tracking)
Madison (our payroll processing portal)
Manual Google Sheets tracking files
What We’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 it’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!
Apply to This Job