Freelance Accountant for Automated Financial & Metrics Reporting

Job Description: Freelance Accounting Specialist – Specializing in Creating/Managing Financial Reports and Metrics through 3rd party platforms and AUTOMATION'S. I am seeking a highly skilled, detail-oriented, and tech-savvy freelance accountant to assist in creating and managing financial reports and metrics for our company. This is a collaborative position, requiring regular live sessions to engage with various platforms, extract data, and develop insightful reports. The ideal candidate will bring Intermediate accounting, and an EXPERT with reporting with regard to automation while providing recommendations for tools and systems to streamline processes. ________________________________________ Key Responsibilities • Live Collaboration: Engage in live sessions to understand workflows, navigate financial platforms, and extract relevant data. • Financial Reporting: Develop an SOP and teach me how to maintain weekly and monthly financial reports and metrics, providing key insights into revenue, expenses, billing, and other financial data. • Data Extraction and Analysis: Extract data from platforms like QuickBooks, Paychex, [login to view URL], and other systems to compile clean, actionable reports. • Report Organization: Create user-friendly reports that are visually clear and easily understood. Suggest platforms or tools to automate these reporting processes where possible. • Platform Integration: Identify and recommend third-party platforms or tools to integrate data from multiple systems, streamlining reporting and analytics. • Metrics Development: Establish key performance indicators (KPIs) for revenue streams, expenses, billing accuracy, and other financial metrics critical to decision-making. • Process Improvement: Proactively suggest efficiency improvements and solutions for automating financial workflows. ________________________________________ Required Skills and Qualifications • Accounting: Intermediate foundation in accounting principles, financial reporting, and data analysis. • Software Proficiency: STRONG EXPERIENCE with tools such as QuickBooks, and be confident in learning to extract data from [login to view URL], [login to view URL], and other financial software. Familiarity with third-party integration tools • Critical thinking and Problem Solving skills • Tech-Savvy: MUST HAVE STRONG EXPERIENCE with automation tools and platforms that integrate multiple systems for seamless reporting. • Communication Skills: Clear English to collaborate effectively during live sessions and articulate recommendations. • Problem Solver: MUST HAVE A solutions-oriented mindset with the ability to identify inefficiencies and propose tools or processes to address them. • Adaptability: Fast learner who can quickly master new tools and adapt. • Freelance Experience: Proven experience working independently as an accountant with automation experience is a huge advantage. ________________________________________ Ideal Candidate The ideal candidate is a self-starter with a tech-savvy mindset. They should be comfortable working collaboratively during live sessions, navigating multiple platforms, and suggesting third-party tools to integrate systems for efficient data reporting. This role requires someone who can: • Confidently recommend tools or platforms to integrate and automate financial reporting. (I’ve never used [login to view URL], perhaps it is one suggestion) • Understand how to extract data from multiple platforms (e.g., revenue streams, billing systems, payroll, and expense tracking tools). • Create seamless workflows for generating reports that include all necessary financial metrics, such as profitability by revenue stream, expense breakdowns, and operational KPIs. • Bring a proactive approach to building a robust reporting system that provides clear, actionable insights for leadership. In simple terms, we need someone who can help us connect the dots, enabling us to extract all relevant financial and operational data, automate processes, and deliver accurate and insightful metrics. ________________________________________ Preferred Tools/Platforms for Integration While I am open to recommendations, familiarity or experience with the following tools is a plus: • [login to view URL] (I’ve never used it) • Microsoft Sharepoint Power BI: (suggestion) For creating visual dashboards and advanced reporting. • Paychex: For payroll and HR integration. • QuickBooks Online: For accounting and financial data. • [login to view URL]: For customer relationship management and data extraction of revenue and expenses. • Other Platforms: Any innovative tools that can improve processes and integrate financial data from multiple sources. Which platforms do you suggest that helps integrate all sorts of platforms. ****In your bid, kindly provide your understanding of what you believe I am in need of and this will tell me if you truly read and understand my needs**** 1. This is a collaborative project with live sessions. 2. Please provide (only hourly rate) your hourly rate upfront. Note: I will not negotiate on the hourly rate you initially post. 3. I like to work with freelancers who know how to smile, be approachable and enjoy the time as we build a potential long term business relationship. No need to be so serious. 4. I want to start tomorrow (Saturday morning Eastern Standard Time) 5. There is no deadline, as this is continuing work so we can schedule live sessions that accommodate both of us. However, I do want to start right away. If you are a confident, experienced freelancer who understands financial reporting and AUTOMATION, and you enjoy working collaboratively to solve problems and improve processes, I’d love to hear from you!