Financial Data Clerk

We are seeking a detail-oriented and dependable Financial Data Clerk to join our accounting and operations team. This is an entry-level position focused primarily on collecting, transferring, organizing, and verifying data from various systems and data sources.

The ideal candidate does not need extensive accounting experience but should be comfortable working with numbers, spreadsheets, and computer systems. QuickBooks knowledge is preferred, but we are willing to train the right candidate who is eager to learn.

This position will receive training on how to review and analyze financial and operational data, identify discrepancies, recognize unusual activity, and assist with ensuring company policies and procedures are being followed.

Responsibilities

• Collect and transfer financial and operational data from various systems, reports, and data sources.
• Accurately enter and organize information in QuickBooks, spreadsheets, and internal databases.
• Review transferred data to ensure information is complete and accurate.
• Compare information between different systems and identify missing or inconsistent data.
• Maintain organized digital records and supporting documentation.
• Assist with compiling information from multiple company locations for accounting and operational review.
• Learn how to analyze financial and operational data for discrepancies, unusual transactions, or potential errors.
• Assist with reviewing transactions for compliance with company policies and procedures.
• Communicate with managers or internal departments when additional information or clarification is needed.
• Assist the accounting team with routine data-entry, reconciliation, and reporting projects.
• Maintain confidentiality when handling company, employee, and financial information.
• Complete assigned reports and data-entry projects accurately and within required deadlines.

Qualifications

• Associate's degree required
• Basic knowledge of QuickBooks is preferred; willingness and ability to learn QuickBooks is required.
• Comfortable working with Microsoft Excel, Google Sheets, and other computer-based systems.
• Strong attention to detail and accuracy.
• Good organizational and time-management skills.
• Ability to work with large amounts of data without losing accuracy.
• Strong critical-thinking and observation skills.
• Ability to recognize when information appears incorrect, incomplete, or unusual.
• Comfortable learning how to analyze data and investigate discrepancies.
• Ability to follow established policies, procedures, and internal controls.
• Ability to work independently while also collaborating with accounting and operations teams.
• Professional and responsible when handling confidential information.

Training & Development

This position will receive training in:

• QuickBooks and company accounting systems
• Financial and operational data collection
• Data verification and reconciliation
• Identifying discrepancies and unusual activity
• Reviewing transactions for compliance with company policies
• Basic financial data analysis
• Internal auditing and operational review procedures

This is a great opportunity for someone who is interested in developing a career in accounting, financial analysis, auditing, or business operations while gaining hands-on experience with real-world financial and operational data.

Pay: From $20.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person