We’re looking for a detail-oriented professional to help set up and automate our accounting and reporting systems. The goal is to integrate Xero with either Microsoft Excel / Google Sheets to enable real-time financial tracking, budgeting, forecasting, and reporting. This person will also advise on best practices for data entry, structure, and automation to ensure smooth financial operations.
Mandatory Skills
- Advanced skills in Microsoft Excel (including VBA, Power Query, Power BI) or Google Sheets (including Apps Script, Data Studio/Looker Studio).
- Strong understanding of accounting principles, budgeting, and financial reporting.
- Experience with workflow automation tools (e.g., Zapier, Make, Power Automate) is a plus.
- Analytical mindset, high attention to detail, and ability to design scalable financial systems.
- Communication: Excellent spoken and written English.
Key Responsibilities
- Integrate Xero with Excel or Google Sheets for real-time transaction syncing and categorisation.
- Build automated dashboards for budgeting, cash flow, income forecasting, and month-on-month reporting.
- Design and automate financial templates that minimise manual input and errors.
- Develop automation scripts using Visual Basic (VBA) for Excel or Apps Script for Google Sheets.
- Advise on best practices for data management, reconciliation, and chart of accounts setup.
- Implement automation workflows for periodic updates and report generation.
- Ensure data accuracy, consistency, and secure handling across systems.
Nice to have
Seniority level
Employment type
Job function
- Finance and Accounting/Auditing
- Industries: Financial Services, Business Consulting and Services, and Human Resources Services