iSTA Solutions

Financial Reporting & Automation Specialist, Excel-Focused

iSTA Solutions

full-time

Posted on:

Location Type: Remote

Location: South Africa

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About the role

  • 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

  • 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
  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Microsoft ExcelformulasPivotTablesfinancial reportingfinancial statementsProfit & LossBalance SheetGL structuresPower Queryreporting automation
Soft Skills
analytical abilityproblem-solvingattention to detaildata accuracy