iSTA Solutions

Executive Assistant, Finance & Reporting

iSTA Solutions

full-time

Posted on:

Location Type: Remote

Location: South Africa

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About the role

  • Provide day-to-day support to executive leadership
  • Work extensively in Microsoft Excel to maintain and update reporting files
  • Assist with recurring financial and operational reporting requirements
  • Maintain and update Excel-based P&L and Balance Sheet reporting files
  • Add new reporting periods and ensure data structures remain consistent
  • Ensure formulas, links, and calculations remain accurate across updates
  • Work with financial data exported from systems such as QuickBooks Online
  • Organise, validate, and prepare data for reporting and presentation
  • Prepare summary views, charts, and structured outputs from existing data
  • Identify opportunities to reduce manual work and improve reporting workflows
  • Support ad hoc administrative, reporting, and project-related tasks

Requirements

  • Advanced Microsoft Excel (formulas, PivotTables, structured models)
  • Comfortable working with financial and operational reports (incl P&L and Balance Sheet data)
  • Experience handling exported system data (CSV / Excel data exports)
  • Strong analytical and problem-solving ability
  • High attention to detail and data accuracy
  • Experience with QuickBooks Online
  • Experience maintaining recurring reporting templates or spreadsheets
  • Familiarity with financial data structuring
  • Interest in efficiency or productivity 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 reportingoperational reportingP&LBalance Sheetdata structuringCSV data exportsreporting templates
Soft Skills
analytical abilityproblem-solvingattention to detaildata accuracyorganizational skills