Financial Planning and Analysis

• Maintain and update monthly financial models (P&L, ARR, KPIs, deferred revenue).
• Ensure data accuracy across entities, currencies, and reporting files.
• Update datasets used for dashboards and management reporting.
• Build and optimize automated Google Sheets reports (ARRAYFORMULA, QUERY, IMPORTRANGE, Apps Script).
• Develop dynamic dashboards for finance, sales, and operations.
• Convert manual reports into automated workflows.
• Manage and improve folder structures, naming conventions, version control, and archiving.
• Maintain corporate templates (reports, trackers, SOPs).
• Record routine accounting entries (prepayments, accruals, expense classifications).
• Organise invoices, receipts, contracts, and financial documents.
• Maintain trackers (AP, AR, vendors, contracts, payments).
• Prepare data for accounting integrations (Xero/QuickBooks/ERP).
• Enter recurring/simple transactions and perform basic reconciliations.
• Maintain clear audit trails and documentation.
• Maintain customer, product, contract, and transaction databases.
• Consolidate and clean data from multiple sources.
• Ensure alignment between Google Sheets, CRM, and finance tools.
• Prepare data for month-end close and internal reviews.
• Assist with variance analysis, KPIs, and financial summaries.
• Support development of new tools, trackers, and dashboards.
• Maintain SOPs related to data handling, reporting, and accounting support.
• Ensure compliance with access rights, naming policies, and version control.

Finance & Reporting Operations Specialist

Financial Accountant

Independent Financial Advisor

Finance Executive