Financial & Data Operations Specialist (Freelance/Part-Time, Full-Time Potential)

We are looking for a detail-oriented Financial & Data Operations Specialist to help manage financial reporting, data processing, and business analysis. This role involves handling large datasets, processing financial transactions, reconciling accounts, generating profit and loss statements, and ensuring accurate reporting across multiple financial and operational areas. You will collaborate with AI automation (ChatGPT) or handle tasks manually as needed. This position starts as part-time but has the potential to grow into a full-time role based on performance and business needs.

Responsibilities:
Process and clean financial and time-tracking data
Prepare and reconcile profit and loss (P&L) statements, balance sheets, and financial reports
Manage accounts payable/receivable and assist with invoicing
Merge and reconcile manual invoices with automated reports
Identify and resolve discrepancies in financial data, costs, and hours
Generate detailed financial and operational reports (CSV, Excel, Google Sheets)
Work with AI automation tools (ChatGPT) or handle tasks manually
Proactively identify financial inefficiencies or discrepancies that the team may not yet be aware of and implement solutions before they become problems

Requirements:
Experience in financial analysis, accounting, or data processing
Proficiency in Excel/Google Sheets
Strong analytical skills with attention to detail
Ability to work with structured financial datasets, profit/loss reports, and reconciliation processes
Experience with QuickBooks, Xero, or other accounting software (preferred but not required)
Proactive problem solver with the ability to think independently and take initiative
Reliable, organized, and extremely detail-oriented in identifying and fixing financial inconsistencies

Preferred Qualifications:
Experience working with financial reporting, accounting, or bookkeeping
Familiarity with project management and financial tools
Prior experience in profit and loss statements, balance sheets, and reconciliations
Ability to work independently with minimal supervision

Commitment & Compensation:
Freelance/Part-Time Role (Full-Time Potential) (5-15 hours per week to start)
Competitive hourly rate based on experience
Flexible schedule with deadlines based on reporting cycles (monthly financial and data processing)

How to Apply: Send your resume and a short cover letter explaining:
Your experience with financial operations, data processing, and reporting
Any relevant tools or software you’ve used
What you prefer, excel or sheets and and why
Your availability and hourly rate expectations

We look forward to connecting,
Josh