Financial Data Specialist
3 weeks ago
The Opportunity
We are seeking a highly detail-oriented professional to join our team as a Financial Data Specialist. This role is ideal for someone with a strong foundation in financial accounting or bookkeeping who is eager to contribute to a dynamic and collaborative environment.
You will play a key role in maintaining financial accuracy, ensuring compliance, and supporting critical business operations.
This position offers:
- Opportunities for long-term career growth with exposure to financial systems, client billing, and compliance processes.
- Collaboration on impactful projects.
- A chance to join a cohesive team that values adaptability, innovation, and professional development.
Day-to-day Responsibilities
You will:
- Process journal entries and assist with month-end reconciliations.
- Review financial data, including bank and billing information, for accuracy and completeness.
- Assist with billing and communicate with clients to resolve invoice inquiries.
- Evaluate contracts and supporting documentation for adherence to established processes.
- Identify opportunities for process improvements and communicate recommendations to the manager.
The Ideal Candidate
To be successful in this role, you should have:
- A degree or diploma in Accounting, Finance, or a related field.
- Experience with NetSuite or other ERP systems.
- Intermediate Excel skills, including vLookups, pivot tables, and common formulas.
- Strong attention to detail and a passion for maintaining data accuracy.
- Effective communication skills (both written and verbal) and a customer-focused approach.
Estimated Salary: $55,000 - $65,000 per year, depending on experience and qualifications.
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