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Remote Financial Data Integration Specialist

Remote Financial Data Integration Specialist

Fynder TalentRepublic Of India, IN
29 days ago
Job type
  • Remote
Job description

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.
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    Data Integration Specialist • Republic Of India, IN

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