What You'll Do

• Build, maintain, and improve advanced Excel workbooks — formulas, pivot tables, lookups, dashboards, and reporting templates
• Analyze operational and financial data to spot trends, catch errors, and surface insights that help leadership make decisions
• Organize and manage workflows, trackers, and project boards in Smartsheet and/or Monday.com
• Support light accounting tasks in QuickBooks — pulling reports, reconciling data, and keeping records clean and consistent
• Create clear, accurate reports on a recurring schedule and on request
• Bring structure to unstructured information — standardize how data is collected, stored, and shared across the team

What We're Looking For

• Expert-level Excel skills (advanced formulas, pivot tables, VLOOKUP/XLOOKUP, data cleaning; Power Query a plus)
• 2+ years of experience in a data analysis, reporting, or similar numbers-focused role
• Hands-on experience with Smartsheet or Monday.com (or a similar work management platform)
• Working knowledge of QuickBooks — comfortable navigating it, running reports, and understanding basic accounting data
• Exceptional organizational skills — you naturally create order, follow through, and don't let details slip
• Strong analytical mindset: you ask why the numbers look the way they do, not just what they are
• Clear communicator who can explain findings to non-technical teammates

Nice to Have

• Experience in a small-business or fast-paced operations environment
• Familiarity with Power BI, Google Sheets, or basic SQL