Financial Reporting & Automation Specialist; Excel-Focused - EST ; Remote

Position: 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 Quick Books 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 Quick Books 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, Pivot Tables, 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 Quick Books 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.
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