UAT Tester

Aktra Inc; McLean (VA); On-site; USD 70,000 - 110,000; Full time

Job summary

Aktra Inc. in McLean, VA seeks a UAT Tester with CPA/financial knowledge to support data-driven initiatives in a fast-paced financial services environment.

The role emphasizes strong analytical skills, hands-on SQL experience, and collaboration across cross-functional teams to enhance reporting and business performance. The ideal candidate will analyze datasets, generate insights, and contribute to data quality, reporting, and process improvements leveraging Excel and BI tools such as Tableau or

Qualifications

• CPA certification preferred.
• Degree in Accounting, Finance, Analytics or related field.
• Experience as CPA/Business Analyst/Data Analyst or similar role.
• Strong SQL skills for querying, data analysis and reporting.
• Understanding of financial services, banking or mortgage domains.
• Analytical, problem-solving and communication skills.
• Experience gathering requirements and delivering data-driven insights.
• Excel and BI tool proficiency preferred.
• Deep accounting knowledge.

Responsibilities

• Analyze financial datasets to identify trends, issues and improvement opportunities.
• Develop and optimize SQL queries to support reporting and data extraction.
• Collaborate with stakeholders to gather requirements and provide insights.
• Design reports, dashboards and data summaries for business users and leadership.
• Perform data quality assessments and investigate inconsistencies.
• Contribute to process improvements to boost operational efficiency.

Skills

CPA

SQL

Data analysis

Excel

Tableau

Power BI

Python

Agile/Scrum

Education

Degree in Accounting or related field

Tools

Tableau

Power BI

Excel

Python

AWS

ETL tools

Job description

McLean, VA

October 19, 2026

We are seeking a UAT Tester with CPA/financial knowledge to support data-driven initiatives within a fast-paced financial services environment. This role is ideal for candidates with strong analytical skills, hands-on SQL experience, and an interest in working with financial data and business processes.

The ideal candidate will help analyze datasets, generate insights, support reporting initiatives, and collaborate with cross-functional teams to improve operational and business performance.

Qualifications

• Candidates with CPAcertification highly preferred
• Degree in Accounting, Business Analytics, Data Analytics, Finance, Information Systems, Computer Science, Economics, or related field
• Professional experience as a CPAand Business Analyst, Data Analyst, or similar analytical role
• Strong SQL skills with experience writing queries, analyzing datasets, and generating reports
• Understanding of financial services, banking, mortgage, or related financial business domains
• Strong analytical, problem-solving, and communication skills
• Experience gathering business requirements and translating them into data-driven insights
• Proficiency with Excel and data visualization/reporting tools is preferred
• Deep knowledge of accounting skills

Preferred Skills

• Experience with Python for data analysis or automation
• Exposure to AWS cloud services or cloud-based data environments
• Understanding of Agile or Scrum environments
• Familiarity with ETL processes, dashboards, or BI tools such as Tableau or Power BI

Responsibilities

• Analyze business and financial datasets to uncover trends, identify issues, and highlight opportunities for improvement.
• Develop and optimize SQL queries to support reporting, data extraction, and validation activities.
• Partner with stakeholders to gather business requirements, provide analytical insights, and support informed decision-making.
• Design and generate reports, dashboards, and data summaries for business users and executive leadership.
• Perform data quality assessments and investigate data inconsistencies to ensure accuracy and reliability.
• Contribute to process improvement initiatives aimed at enhancing operational efficiency and effectiveness.