Key Account Analyst – Reporting

Job Description:

The Key Account Analyst – Reporting will be responsible for preparing, analyzing, and presenting detailed reports on key client accounts. This includes leveraging data from QuickBooks, CRM systems, and internal tools to provide actionable insights that enhance client satisfaction, profitability, and operational efficiency.

The ideal candidate has a strong background in finance, accounting, or data analytics, with a passion for turning data into strategic information that drives decision-making.

Key Responsibilities & Duties:

• Develop and maintain comprehensive financial and performance reports for key accounts using QuickBooks, Excel, and BI tools.
• Collect, clean, and analyze data from multiple sources (QuickBooks, CRM, project management systems) to produce accurate and timely reporting.
• Prepare weekly, monthly, and quarterly reports summarizing client account performance, trends, and key metrics.
• Support budgeting, forecasting, and variance analysis for key accounts.
• Collaborate closely with finance, accounting, and operations teams to ensure alignment and accuracy in all client reporting.
• Identify trends, risks, and opportunities within client portfolios to inform business strategy and account growth.
• Assist in automating and streamlining reporting processes using tools such as Excel, Power BI, or Tableau.
• Maintain data accuracy, confidentiality, and compliance across all reporting activities.

Requirements & Qualifications:

• ACCA qualification or a degree in Finance, Accounting, or Data Analytics preferred.
• Proven experience in financial reporting, analysis, or key account management, ideally within healthcare, IT, or finance sectors.
• Strong proficiency in QuickBooks Online/Desktop, including reporting, reconciliations, and financial data extraction.
• Advanced knowledge of Microsoft Excel (pivot tables, formulas, macros) and experience with data visualization tools (Power BI, Tableau, or similar).
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities in a fast-paced, virtual environment.
• Familiarity with CRM software (e.g., HubSpot, Salesforce) and project management platforms (Asana, Trello, ClickUp) is an advantage.

Skills:

• Detail-oriented and organized
• Excellent communication and teamwork
• Proactive and results-driven mindset

Job Type: Full-time

Work Location: Remote