Financial Data Specialist
23 hours ago
Bookkeeping and Reporting Specialist Job Summary:
We are seeking an organized and experienced professional to work directly with our Director, overseeing reporting, documentation, and internal coordination across multiple verticals.
This role involves managing reporting, tracking financial data, maintaining spreadsheets, and organizing operational data in a digestible format.
- Create recurring reports for departments and projects
- Track investments, financial portfolio, and business expenses
- Maintain trackers and performance documents
- Organize data in a clear and concise manner
- Support the Director with time-sensitive reports and internal coordination
Requirements:
- Minimum 5 years of experience in reporting, management information systems, or coordination roles
- Qualification: Bachelor's in Finance or related field
- Strong Excel skills (Pivot Tables, VLOOKUP, formulas, multi-sheet management)
- Experience working directly with leadership or in small teams is a plus
- Ability to handle complex data and meet deadlines without supervision
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