Financial Data Analyst | $34/hr Remote

Role Responsibilities

• Provide omnichannel chat support to SMB owners.
• Answer general help questions and complex, data-heavy accounting queries.
• Support bookkeeping and financial guidance using QuickBooks Online (QBO).
• Analyze and interpret financial data to provide accurate and actionable responses.
• Complete PPT-based or structured tasks as assigned.
• Maintain high standards of data privacy, compliance, and client confidentiality.

Requirements

• Active user of QuickBooks Online (QBO).
• Proven experience in accounting or bookkeeping.
• Prior experience providing omnichannel chat support.
• Strong understanding of financial concepts and data analysis.
• Ability to handle complex, data-driven accounting questions.
• Experience working with SMB clients is preferred.
• Ability to commit 40 hours/week with at least 4 hours PST overlap.

Good-to-Have Skills

• Prior experience as an SMB business owner with hands-on accounting knowledge.
• Previous engagement as an expert in finance/accounting domain.
• Comfortable managing high-volume, data-heavy queries.
• Strong organizational skills and attention to detail.