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Sales Analytics and Data Operations Analyst
Delegate CX. Perform data entry and validation across financial systems and spreadsheets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in Microsoft Excel for financial reporting and analysis, alongside a solid understanding of financial principles and accounting practices. Capable of supporting month-end close activities and ensuring accuracy in financial records and reports.
Highest-signal resume keywords
Advanced Microsoft Excel SkillsFinancial ReportingGeneral Accounting PrinciplesData AnalysisMonth-End Close Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryFinancial AnalysisGeneral Ledger EntriesReconciliationsFinancial ModelingSpreadsheet ManagementData ValidationFinancial Reporting FunctionsProblem-SolvingOperational Efficiency
Soft Skills
Strong Communication SkillsOrganizational SkillsCollaborationAttention to DetailTime Management
Tools & Technologies
Microsoft ExcelERP PlatformsFinancial SystemsReporting Tools
Industry Keywords
FinanceAccountingFinancial RecordsAudit-Ready FilesOperational Efficiency
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Perform data entry and validation across financial systems and spreadsheets
- Assist with general ledger (GL) entries and accounting support tasks as needed
- Support monthly close activities, including reconciliations and reporting preparation
- Build, maintain, and improve Excel spreadsheets and financial models
- Conduct financial and operational data analysis to identify trends and discrepancies
- Clean up and standardize spreadsheets, reports, and datasets for consistency and accuracy
- Collaborate with internal teams to ensure timely and accurate financial deliverables
- Prepare and organize financial reports and supporting documentation
- Assist in maintaining accurate financial records and audit-ready files
- Support process improvements and identify opportunities for operational efficiency
- Perform additional finance and reporting-related tasks as assigned
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- 1–2 years of experience in finance, accounting, financial analysis, or related roles
- Strong verbal, written, and English communication skills
- Ability to work overnight/graveyard shifts in Philippine time or within US operating hours
- Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, IF statements, and financial reporting functions
- Experience building, maintaining, and analyzing spreadsheets and datasets
- Experience working with data management, spreadsheets, or reporting tools
- Understanding of financial reporting, reconciliations, and general accounting principles
- Strong organizational and problem-solving skills with the ability to manage multiple tasks effectively
- Familiarity with financial systems, ERP platforms, or accounting software is a plus
- Experience supporting month-end close activities is an advantage
Benefits
Comp & perks- Industry-leading salary packages
- Permanent work-from-home setup
- Company equipment provided
- Government Mandated Benefits Employer Share
- Internet stipends upon regularization
- HMO Coverage upon regularization (with an option to enroll as early as Day 1)
- PTO credits and service incentive leaves
- Major spring and winter company live events
- Monthly employee appreciation virtual events
- Company-provided career skills training courses
- A company culture focused on your personal and professional growth