Overview
This role involves supporting administrative, customer-service, reporting, coordination, and day-to-day business workflows through financial data management. The position is 100% remote and full-time, open to candidates in the United States.
Responsibilities
- Maintain accurate financial data records and structured data used across administrative, customer-service, reporting, coordination, and day-to-day business workflows.
- Review source information for completeness, formatting, and consistency; document exceptions before updating approved systems.
- Prepare or update reports, spreadsheets, dashboards, and tracking files to support ongoing workflow.
- Follow documented quality-control steps to protect data accuracy, confidentiality, and traceability.
- Communicate status, questions, discrepancies, and completed work clearly so the team can act on reliable information.
Requirements
- Demonstrated ability to perform financial data analyst work, or closely related training/experience, with reliable accuracy and follow-through.
- Comfort using common remote-work tools, web-based systems, spreadsheets, email, shared documents, and role-appropriate business software.
- Clear written and verbal communication skills, including the ability to document questions, decisions, status, and exceptions.
- Strong attention to detail and the ability to manage deadlines, repetitive tasks, or multiple priorities without losing record quality.
- Authorization to work in the United States and the ability to maintain a reliable internet connection and suitable private workspace for this remote position.
Preferred Qualifications
Skills and experience that align with the role include:
- Google Sheets, Microsoft Excel
- Reporting, dashboards, tracking files
- Data analysis, data cleaning, data validation
- Research
- Record/information management, file management
- Quality control
- Remote collaboration, documentation
- Problem solving, time management
- Written communication
- Confidentiality
Compensation & Benefits
- Base compensation: $38,000–$62,000 per year, depending on experience and demonstrated role alignment.
Location
- United States — 100% Remote