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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
- 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)
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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Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
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