Accounting and Business Intelligence Analyst

Cornelius, NC - USA

Monthly Salary: Not Disclosed

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

GreenSpark Finance is an innovative AI Cashflow Management Platform for CPG Brands. We are an investor-backed fast growing startup on a mission to empower organizations with a modern cashflow management solution that is intelligent dynamic and powerful enough to help CPG brands operationalize their cashflows.

Every organization will soon integrate AI Agents for seamless collaborationthis Agentic Workforce is arriving sooner than you think. GreenSpark is building AI-driven Cashflow Management for CPG Brands. Imagine an AI that not only crunches numbers but predicts and solves cashflow challenges in real time.

This role is ideal for an accountant eager to transition into an analyst position. The timeline for this shift will depend on the candidates capabilities but we anticipate the following progression:

Months 1-6: 75% Accounting / 25% Analyst
Months 6-12: 50% Accounting / 50% Analyst
Month 12: 100% Analyst

Responsibilities

Initially the focus will be on outsourced accounting support for CPG clients ensuring financial data is accurate and well structured. Responsibilities during this phase will include:

Preparing financial reporting packages for clients
Managing invoicing and billing processes
Handling accounts receivable & accounts payable
Conducting account reconciliations
Ensuring data accuracy and quality assurance (QA)
Supporting cashflow modeling & forecasting

As GreenSparks platform matures the need for bookkeeping support will decrease and the role will shift toward data analysis and business intelligence. At this stage the focus will expand to:

Working closely with clients and internal teams to understand business needs
Documenting business processes and workflows for the product team
Assisting in writing user stories and managing feature requests
Collaborating with developers and designers to clarify requirements
Testing new platform features and identifying potential issues
Conducting financial analysis and modeling to support product development
Analyzing customer feedback and product usage data to identify trends
Researching competitors and industry insights to inform strategy
Enhancing internal tools processes and reporting structures
Supporting customer onboarding and training

Qualifications

Bachelors degree in Accounting Finance Data Analytics or a related field
2-3 years of experience in accounting finance or data analysis
Strong understanding of accounting principles including GAAP Accounting and Financial Statements
Proficiency in QuickBooks Online and (required)
Advanced Excel skills (data tables pivot tables advanced formulas)
Strong analytical mindset and attention to detail
Excellent written and verbal communication skills
Desire to work in a small fast-paced team environment
Experience working in financial services
Experience in a SaaS or tech startup environment preferred
Exposure to business intelligence tools (e.g. Looker Tableau Power BI)
Working with Shopify/Amazon Ecommerce a plus
Ability to work a hybrid schedule from our Charlotte NC or New York NY office

This role is ideal for an accountant eager to transition into an analyst position. The timeline for this shift will depend on the candidates capabilities but we anticipate the following progression:

Months 1-6: 75% Accounting / 25% Analyst
Months 6-12: 50% Accounting / 50% Analyst
Month 12: 100% Analyst

Responsibilities

Initially the focus will be on outsourced accounting support for CPG clients ensuring financial data is accurate and well structured. Responsibilities during this phase will include:

Preparing financial reporting packages for clients
Managing invoicing and billing processes
Handling accounts receivable & accounts payable
Conducting account reconciliations
Ensuring data accuracy and quality assurance (QA)
Supporting cashflow modeling & forecasting

As GreenSparks platform matures the need for bookkeeping support will decrease and the role will shift toward data analysis and business intelligence. At this stage the focus will expand to:

Working closely with clients and internal teams to understand business needs
Documenting business processes and workflows for the product team
Assisting in writing user stories and managing feature requests
Collaborating with developers and designers to clarify requirements
Testing new platform features and identifying potential issues
Conducting financial analysis and modeling to support product development
Analyzing customer feedback and product usage data to identify trends
Researching competitors and industry insights to inform strategy
Enhancing internal tools processes and reporting structures
Supporting customer onboarding and training

Qualifications

Bachelors degree in Accounting Finance Data Analytics or a related field
2-3 years of experience in accounting finance or data analysis
Strong understanding of accounting principles including GAAP Accounting and Financial Statements
Proficiency in QuickBooks Online and (required)
Advanced Excel skills (data tables pivot tables advanced formulas)
Strong analytical mindset and attention to detail
Excellent written and verbal communication skills
Desire to work in a small fast-paced team environment
Experience working in financial services
Experience in a SaaS or tech startup environment preferred
Exposure to business intelligence tools (e.g. Looker Tableau Power BI)
Working with Shopify/Amazon Ecommerce a plus
Ability to work a hybrid schedule from our Charlotte NC or New York NY office