Senior Financial Systems Specialist

Key Financial Analyst Role

We are seeking a skilled professional to join our team as a Key Financial Analyst. As a key member of our financial department, you will be responsible for setting up and automating our accounting and reporting systems.

Your primary objective will be to integrate Xero with either Microsoft Excel or Google Sheets for real-time financial tracking, budgeting, forecasting, and reporting. This will enable us to streamline our financial operations and make data-driven decisions.

You will also advise on best practices for data entry, structure, and automation to ensure smooth financial operations. Your expertise in workflow automation tools, such as Zapier, Make, or Power Automate, will be highly beneficial in this role.

• 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.