Accounts & Finance Analyst - Remote

Overview :

We’re 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.

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.