Financial Reporting & Automation Specialist (Excel-Focused) - EST Hours (Remote)

ISTA Personnel Solutions is a dynamic and fast-growing BPO company. We are not a recruitment agency - we operate as a dedicated extension of our U.S.-based clients’ teams, delivering high-quality service with precision, efficiency, and a personal touch.

We are seeking a detail-oriented Financial Reporting & Automation Specialist with advanced Excel skills and a strong understanding of financial reporting structures. This role is ideal for someone who takes pride in reducing manual work, building reliable spreadsheets, and ensuring financial reports remain accurate and structured over time. You’ll work extensively with financial data exported from systems such as QuickBooks Online and play a key part in maintaining and improving recurring management and financial reporting.

PLEASE NOTE

• Working Hours: Mon – Fri, 9:00am – 6:00pm EST (16:00pm – 01:00am OR 15:00pm - 00:00am South African Time, depending on daylight savings in the USA)
• Work Environment: This is a fully remote working role.
• You will be required to work on both South African and US public holidays (compensation for SA public holidays in accordance with the BCEA).
• Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and the ability to support a wired Ethernet connection is mandatory. Applicants without a fixed fibre line cannot be considered.
• Power Backup: A reliable power backup solution is required to manage load shedding and power outages. Applicants without a power backup cannot be considered.

Key Responsibilities

• Work with financial data exports from systems such as QuickBooks Online
• Maintain and enhance Excel-based financial reporting models
• Prepare and update monthly P&L and Balance Sheet reporting files
• Ensure formulas, links, and structures remain stable across reporting periods
• Manage changes in GL codes, mappings, and account structures
• Reduce manual reporting effort through improved Excel logic and automation
• Build structured summary sheets, reconciliations, and visual reporting outputs
• Identify and implement process improvements within reporting workflows
• Ensure accuracy and integrity of financial data and calculations

Requirements:
• Essential
• Advanced Microsoft Excel (formulas, PivotTables, structured models)
• Strong understanding of financial statements and reporting logic
• Understanding of Profit & Loss, Balance Sheet, GL structures
• Experience handling exported system data (CSV / Excel dumps)
• Strong analytical and problem-solving ability
• High attention to detail and data accuracy

• Advantageous
• Experience with QuickBooks Online
• Exposure to Power Query or reporting automation techniques
• Experience maintaining recurring reporting templates
• Familiarity with financial data structuring and reconciliations
• Interest in efficiency tools (e.g. Copilot, automation tools)

If you are not contacted within 14 working days, please consider your application unsuccessful.