Access Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure, and strategic analysis. This is not a traditional maintenance role. We are in a transitional phase—moving from QB Desktop to QBO, redefining our Chart of Accounts, and managing a financial carve-out of a historical business unit from our main operations. You will step in to replace an external consulting firm, bringing high-level work in-house and serving as the 'owner of the truth' for our financial data.

We need a 'Strategic Modeler'—someone who possesses elite Excel skills but uses them to tell a clear business story. You will be responsible for ensuring our financials are accurate at all times, handling complex revenue recognition, and providing the executive team with a clear view of SaaS metrics (ARR, NRR, Gross Margin) without needing 48 hours to clean the data first.

This position is remote, full-time, and requires overlap with US Pacific daytime hours.

Key Responsibilities

• Own and manage the QuickBooks Online environment
• Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
• Execute the financial separation of consulting business from the main FinTech entity
• Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
• Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
• Perform NRR and GRR analysis with clear understanding of what's driving the numbers
• Maintain a live, audit-ready database of all customer contracts
• Ensure billing in QBO matches recognized revenue in our models
• Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
• Track headcount costs and allocation across R&D, COGS, and OpEx

Requirements

• 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
• Experience with QuickBooks Online is required
• Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
• Understanding of Deferred Revenue, revenue recognition principles, and ASC 606
• Strong knowledge of B2B SaaS economics (you know that 'Bookings' are not 'Revenue')
• Ability to spot when numbers 'look wrong' and sanity-check data against business logic
• Comfortable working with ambiguity and turning raw data into boardroom-ready outputs
• High autonomy — can work independently with minimal supervision
• Proficient English (written and verbal)

As Plus

• Big 4 / FDD experience is a strong plus
• Background in Software/SaaS or Fintech is heavily preferred
• Experience with Power Query to clean messy export data is a plus

Our Benefits

• Remote-friendly Role, Depending on Location Eligibility
• Flexible Working Hours
• Experienced Development Teams
• Long-Term Employment
• Competitive Salary
• Paid Vacation And Days Off On National Holidays
• Paid Sick Leave And Internal Medical Insurance Policy
• Mental Health Coverage
• Compensation For Training And Additional Education
• Community Of Practice, Regular Knowledge Sharing Among Colleagues
• Provision Of Computer Equipment If Necessary
• Internet Compensation ($50 Per Month)
• And Other Benefits, Described In Detail In The Staff Handbook

Access Softek is a US-based product IT company with over 30 years of experience building digital banking solutions for credit unions across the United States. Today, our software is used by more than 6 million users in 350+ financial institutions, helping millions of people manage their finances every day.

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