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Senior Financial Analyst and Documentation Specialist
2 weeks ago
Job Opportunity
We are seeking an experienced Bookkeeper and Reporting Specialist to work directly with the Director. This role involves managing financial reporting, documentation, and internal coordination across multiple departments – primarily for a dynamic organization.
Key Responsibilities
- Create and manage recurring financial reports across departments/projects
- Track and report on investment portfolios, financial performance, and business expenses
- Maintain multiple spreadsheets, trackers, and performance documents
- Organize and structure operational data in a digestible format
- Track disbursements, vendor payments, and summary sheets
- Support Director with time-sensitive reports, internal coordination, and documentation
- Assist in basic financial summaries and reporting
Requirements
- Minimum 5 years of experience in reporting, MIS, or coordination roles
- Qualification - Bachelor's degree in Finance or related field
- Strong Excel skills (Pivot Tables, VLOOKUP , formulas, multi-sheet management)
- Experience in working directly with leadership or in small teams is a plus
- Comfortable handling data across domains
- Excellent communication and documentation skills
- Self-motivated and reliable, with the ability to meet deadlines without supervision
About This Role
This is an exciting opportunity to join our team as a Bookkeeper and Reporting Specialist. If you have a strong background in finance and excel skills, we encourage you to apply.