Expert Financial Operations Specialist

Financial Operations Expert

We're seeking an experienced professional to join our team as a Financial Operations Expert.

In this role, you'll play a crucial part in setting up and automating our accounting and reporting systems. Your expertise will help us integrate Xero with Excel or Google Sheets for real-time financial tracking, budgeting, forecasting, and reporting.

• Key Responsibilities :
• Integrate Xero with Excel or Google Sheets for seamless transaction syncing and categorisation.
• Create 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.