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Finance Analyst
Delegate CXHome-Based Finance Analyst responsible for data management and reconciliations for a U.S.-based partner. Involve in financial reporting and month-end close activities in a remote setting.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Perform data entry and validation across financial systems and spreadsheets
- Assist with general ledger (GL) entries and accounting support tasks as needed
- Support monthly close activities, including reconciliations and reporting preparation
- Build, maintain, and improve Excel spreadsheets and financial models
- Conduct financial and operational data analysis to identify trends and discrepancies
- Clean up and standardize spreadsheets, reports, and datasets for consistency and accuracy
- Collaborate with internal teams to ensure timely and accurate financial deliverables
- Prepare and organize financial reports and supporting documentation
- Assist in maintaining accurate financial records and audit-ready files
- Support process improvements and identify opportunities for operational efficiency
- Perform additional finance and reporting-related tasks as assigned
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- 1–2 years of experience in finance, accounting, financial analysis, or related roles
- Strong verbal and written English communication skills.
- Ability to work overnight or graveyard shifts in Philippine time or within U.S. business hours.
- Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, IF statements, and financial reporting functions
- Experience building, maintaining, and analyzing spreadsheets and datasets
- Familiarity with financial systems, ERP platforms, or accounting software is a plus
- Understanding of financial reporting, reconciliations, and general accounting principles
- Experience supporting month-end close activities is an advantage
- Strong organizational and problem-solving skills with the ability to manage multiple tasks effectively
Benefits
Comp & perks- Industry-leading salary packages
- Permanent work-from-home setup
- Company equipment provided
- Internet stipends upon regularization
- HMO Coverage
- PTO credits and service incentive leaves
- Major spring and winter company live events
- Monthly employee appreciation virtual events
- Company-provided career skills training courses
- A company culture focused on your personal and professional growth
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryfinancial analysisExcelfinancial modelingreconciliationsfinancial reportinggeneral accounting principlesmonth-end close activitiesdata validationproblem-solving
Soft Skills
communication skillsorganizational skillscollaborationattention to detailtime management
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business Administration