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Access 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.
We 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.
This position is remote, full-time, and requires overlap with US Pacific daytime hours.
Key Responsibilities
- Own and manage the QuickBooks Online environment
- Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
- Execute the financial separation of consulting business from the main FinTech entity
- Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
- Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
- Perform NRR and GRR analysis with clear understanding of what's driving the numbers
- Maintain a live, audit-ready database of all customer contracts
- Ensure billing in QBO matches recognized revenue in our models
- Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
- Track headcount costs and allocation across R&D, COGS, and OpEx
Requirements
- 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
- Experience with QuickBooks Online is required
- Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
- Understanding of Deferred Revenue, revenue recognition principles, and ASC 606
- Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")
- Ability to spot when numbers "look wrong" and sanity-check data against business logic
- Comfortable working with ambiguity and turning raw data into boardroom-ready outputs
- High autonomy — can work independently with minimal supervision
- Proficient English (written and verbal)
As Plus
- Big 4 / FDD experience is a strong plus
- Background in Software/SaaS or Fintech is heavily preferred
- Experience with Power Query to clean messy export data is a plus
Our Benefits
- Remote-friendly role, depending on location eligibility
- Long-term employment
- Competitive salary
- Paid vacation and days off on national holidays
- Paid sick leave and internal medical insurance policy
- Mental health coverage
- Compensation for training and additional education
- Community of practice, regular knowledge sharing among colleagues
- Provision of computer equipment if necessary
- Internet compensation (50$ per month)
Access 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.
Access Softek Berkeley, California, USA Office
727 Allston Way, Berkeley, CA, United States, 94710
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