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\nAccess Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure, and strategic analysis. This is not a traditional maintenance role. We are in a transitional phase—moving from QB Desktop to QBO, redefining our Chart of Accounts, and managing a financial carve-out of a historical business unit from our main operations. You will step in to replace an external consulting firm, bringing high-level work in-house and serving as the "owner of the truth" for our financial data. \n\n\nWe need a "Strategic Modeler"—someone who possesses elite Excel skills but uses them to tell a clear business story. You will be responsible for ensuring our financials are accurate at all times, handling complex revenue recognition, and providing the executive team with a clear view of SaaS metrics (ARR, NRR, Gross Margin) without needing 48 hours to clean the data first.\n\n\nThis position is remote, full-time, and requires overlap with US Pacific daytime hours. \n\n\n\n\n\nKey Responsibilities\n* Own and manage the QuickBooks Online environment\n* Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting\n* Execute the financial separation of consulting business from the main FinTech entity\n* Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities\n* Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn\n* Perform NRR and GRR analysis with clear understanding of what's driving the numbers\n* Maintain a live, audit-ready database of all customer contracts\n* Ensure billing in QBO matches recognized revenue in our models\n* Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions\n* Track headcount costs and allocation across R&D, COGS, and OpEx\n\n\n\nRequirements\n* 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory\n* Experience with QuickBooks Online is required\n* Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables\n* Understanding of Deferred Revenue, revenue recognition principles, and ASC 606\n* Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")\n* Ability to spot when numbers "look wrong" and sanity-check data against business logic\n* Comfortable working with ambiguity and turning raw data into boardroom-ready outputs\n* High autonomy — can work independently with minimal supervision\n* Proficient English (written and verbal)\n\n\n\nAs Plus\n* Big 4 / FDD experience is a strong plus\n* Background in Software/SaaS or Fintech is heavily preferred\n* Experience with Power Query to clean messy export data is a plus\n\n\n\nOur Benefits\n* Remote-friendly role, depending on location eligibility\n* Flexible working hours\n* Experienced development teams\n* Long-term employment\n* Competitive salary \n* Paid vacation and days off on national holidays\n* Paid sick leave and internal medical insurance policy\n* Mental health coverage\n* Compensation for training and additional education\n* Community of practice, regular knowledge sharing among colleagues\n* Provision of computer equipment if necessary\n* Internet compensation (50$ per month)\n* And other benefits, described in detail in the Staff Handbook\n\n\n\n\n\n\nAccess Softek is a US-based product IT company with over 30 years of experience building digital banking solutions for credit unions across the United States. Today, our software is used by more than 6 million users in 350+ financial institutions, helping millions of people manage their finances every day.
\n\n#Benefits\n
🚑 Medical insurance\n\n
\n\n#Location\nRemote
# How do you apply?\n\nThis job post has been closed by the poster, which means they probably have enough applicants now. Please do not apply.
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