Excel Financial Dashboard Specialist (Velixo / MYOB Acumatica)
Virtual Assistant Team · Greater Idaho Falls · 10 mo ago
SalesFull-time
Key Responsibilities
- Set up and configure an Excel financial dashboard using Velixo.
- Connect and pull data from MYOB Acumatica (SQL database) via Velixo.
- Build reports and financial views based on a provided dashboard template.
- Ensure accuracy, consistency, and proper data refresh functionality.
- Troubleshoot data connections and formula issues as needed.
- Deliver a clean, functional, and easy-to-use financial dashboard.