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Financial Systems Specialist
beBeeAutomationSurat, Gujarat, India14 hours ago
Job descriptionAdvanced 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). Analytical mindset, high attention to detail, and ability to design scalable financial systems. Communication : Excellent spoken and written English. Opportunity to work with cutting-edge technology and innovative financial systems. Collaborative and dynamic work environment. Professional development and growth opportunities.
Job Title
We are seeking a skilled Financial Systems Specialist to join our team. The ideal candidate will have expertise in integrating financial systems, automating workflows, and providing insightful data analysis.
Key Responsibilities :
- Integrate Xero with Excel or Google Sheets for real-time transaction syncing and categorization.
- Build automated dashboards for budgeting, cash flow, income forecasting, and month-on-month reporting.
- Design and automate financial templates that minimize 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.
Required Skills and Qualifications :
Benefits :
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Financial Specialist • Surat, Gujarat, India
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