Financial Analyst / Excel Expert for Financial Clean-Up and Reporting

Remote Full-time
Financial Analyst – Clean Up & Build Reporting Dashboards

One-time project with potential for ongoing support

Remote | Flexible Hours | Start ASAP

Are you a financial pro who thrives on turning messy data into clean, actionable insight? We're a small but growing business looking for a detail-oriented Financial Analyst to help us clean up our historical data and build sleek, dynamic dashboards in Google Sheets.

This project is perfect for someone who’s worked with small businesses, startups, or entrepreneurs and enjoys diving deep into numbers, creating structure, and building tools that drive smarter decisions.

What You’ll Tackle:

Reconcile transactions across QuickBooks, Rocket Money, Excel, and our Madison (payroll back office company) payroll portal

Organize and clean up up to 5 years of financial data

Build Google Doc dashboards to track income, expenses, and year-over-year trends

Create easy-to-update monthly and quarterly reports

Flag discrepancies and ensure data integrity throughout

Provide insights or recommendations if anything major jumps out

Tools You’ll Work With:

QuickBooks (accounts are already connected)

Rocket Money (for expense tracking)

Madison (our payroll processing portal)

Manual Google Sheets tracking files

What We’re Looking For:

5+ years of finance, accounting, or bookkeeping experience

Experience with staffing/recruitment firms or service-based businesses

Strong Google Sheets skills (dashboards, pivot tables, formulas, charts)

Experience with QuickBooks and personal finance tools

Sharp eye for detail and love for organized, clean data

Bonus: Experience supporting entrepreneurs or small business operations

Budget & Timeline:

This is a one-time project for now - but if it’s a great fit, we could potentially explore monthly ongoing support.

Next Steps:

Please share your hourly rate or a fixed-fee estimate for the full 5-year cleanup and dashboard build along with a copy of your resume.

Our business website is www.talentcount.org - learn more about us!

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