Conversions and Dashboard Support Analyst

hace 4 semanas


Desde casa, México ProfitCoach A tiempo completo

**Who We Are**

ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence in our field of property management accounting and advising. We are grateful for the unique opportunities we've been afforded as a company that have led us on a consistent growth trajectory in our industry, and are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth.

**Who We're Looking For**

We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We value the growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that are defining marks of our fully-remote team of professionals. We want new team members that are all in for the next steps of 10x growth
- **Sound good so far? Let's talk details.**_

The objective of this position is to deliver the ProfitCoach Experience (customized solutions, ease of doing business, and extraordinary service) through accurate, timely and efficient client chart of accounts conversions. Expectations will include achieving mastery of the NARPM chart of accounts, assuming full responsibility for preparing for client calls, and assuming full responsibility for completing the initial conversion work (chart of accounts changes) for client conversions. Additionally, you will be assisting with creating and maintaining KPI dashboards for clients, generated from their converted chart of accounts. This position requires advanced accounting knowledge and experience.
- **In short, if you **_
- _**Enjoy communication**_
- _**Are able to think critically through corporate accounting**_
- _**And know your way around Excel**_
- ** then this is an incredible opportunity for strong professional growth within a vibrant culture and rapidly growing company.**_

**Key Responsibilities**:

- While other responsibilities may be required within this scope of this position, here is a summary of internal and client tasks._

**Internal Tasks**
- Team meetings
- Skill development reading
- Daily task planning
- Task-by-task time tracking
- Determine and implement process improvements and new processes
- Clearly and effectively pass off defined tasks to other ProfitCoach accountants

**Client Tasks**
- Conduct detailed review of financials
- Thoroughly understand all aspects of client’s current corporate accounting procedures
- Determine and document needed accounting cleanup
- Miscellaneous bookkeeping tasks, payroll allocations, and reporting

**Client Tasks: Onboarding**
- Onboard the client, providing an easy experience through clear explanations and communication during the process
- Lead initial onboarding and ongoing client meetings to discuss accounting related questions

**Client Tasks: Conversions**
- Prepare for and participate in client meetings to discuss their chart of accounts conversion
- Thoroughly understand the NARPM Standard Chart of Accounts (accounting standards for the property management industry)
- Correctly map client GLs
- Troubleshoot problems with mínimal supervisor and/or client input
- Draft cleanup entries: revenue reclassifications, payroll reclassifications, general account reclassifications

**Client Tasks: Dashboard**
- Support monthly preparation of financial KPI dashboards and financial forecasts
- Provide ongoing financial KPI dashboard and forecast process maintenance
- Support onboarding of new clients
- Support preparation for client coaching calls by providing accurate, timely data and knowledge of client dashboards and forecasts

**Some other perks we should mention...**
- Paid Time Off
- Health Benefit
- An amazing team of coworkers who thrive on helping each other, and our clients, succeed

Pay: $205.00 - $257.00 per hour

Application Question(s):

- Why do you want to work for ProfitCoach? What stood out to you about our company?
- What leads you to believe you would be a good fit for this role?
- Please briefly describe your experience in Quickbooks Online.
- Have you ever worked in property management accounting software such as Appfolio? If so, please briefly describe your experience.

Work Location: Remote



  • Desde casa, México Bright A tiempo completo

    ️ About Bright: Hey there! We’re Bright, a fintech solar energy startup on a mission to reverse climate change, starting in Mexico. We do so as a finance and technology layer powering the solar installer and entrepreneurial ecosystem - working hard to simplify the process through automation. In just a few years, we've become Mexico's #1 residential...

  • Financial Analyst

    hace 4 semanas


    Desde casa, México Research Solutions A tiempo completo

    As a Financial Analyst, you will provide financial analysis, forecasting, and modeling to aid planning or decision making. This role evaluates and improves financial models and improves information reporting as appropriate. The Financial Analyst works with the CFO and business leaders to support overall corporate objectives, including Mergers and...

  • Business Analyst

    hace 1 día


    Desde casa, México South Street Designs A tiempo completo

    We are looking for a **Business Analyst** who will be responsible for conducting market research, analyzing data, creating professional slide decks, and providing comprehensive administrative support to the company owner. This role will involve assisting in business analysis, researching companies, market analysis, and utilizing Excel for data analysis and...


  • Desde casa, México Ellucian A tiempo completo

    Together we are powering the future of Higher Education: Here at Ellucian, we are motivated by a mission ~ the power of education to transform lives and change the world. We are the global market leader in EdTech for Higher Education, serving more than 2,900 customers and reaching over 26 million students in 50+ countries. We are dedicated to helping Higher...


  • Desde casa, México EPAM Systems A tiempo completo

    EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most...


  • Desde casa, México Avasant A tiempo completo

    Position Description (Role) - VM Performance Management Analyst Position Title: VM Analyst, VM Analyst II, VM Senior Analyst * Summary: - The VM Performance Management Analyst is responsible for executing day to day Performance Management vendor governance services. **Background**:VMO organizations are becoming strategic in nature and expected to deliver...


  • Desde casa, México CODIGOMX A tiempo completo

    Senior Financial Planning Analyst The Role: We are looking for a passionate, intellectually curious, and talented Financial Planning Analyst (our first!) who has experience providing both tactical and strategic support cross-functionally. While you will technically “live” within the finance department, you will also support operations, product...


  • Desde casa, México Infor A tiempo completo

    **General information**: - Country Mexico- City Remote Location- Department Global Support- Job ID 35269**Description & Requirements**: **A Day in The Life Typically Includes**: - Primary support customers in all VISUAL related system/technical issues. - Proactively communicate with customers with value added responses into required tracking system,...


  • Desde casa, México Perficient formerly Inflection Point A tiempo completo

    **Why is Perficient the best option?** Inflection Point by Perficient is a leading global digital consultancy and has a presence around the globe transforming and connecting the most prominent brands with their customers. At Inflection Point by Perficient, we seek to grow alongside professionals promoting agile cultures and values as we challenge, champion...

  • Business Analyst

    hace 4 semanas


    Desde casa, México Alinsco Mexico Sa de CV A tiempo completo

    Alinsco Insurance is the top auto insurance agency in Texas in customer service, catastrophe management, and claims processing. Currently we are looking for a **Data analyst.** The position analyzes KPIs, monitors and creates reports needed by the BI or Executives. These reports will deliver consistent, actionable information and insights across the...


  • Desde casa, México Cobwebs Technologies A tiempo completo

    **About us**: A global leader in Open-Source Intelligence (OSINT) solutions, Cobwebs Technologies uses the most advanced AI technologies to help intelligence and law enforcement organizations search, analyze, and detect risks and threats across all layers of the internet. We are a fast-growing company whose customers include top government agencies and...

  • Systems Analyst

    hace 4 semanas


    Desde casa, México Integon Service Co. A tiempo completo

    The Systems Analyst (SA) Sr. Consultant I provides technical and analytical support to the business as part of the NGLS IT Production Support Team. This includes understanding business requirements, implementing solutions, including creating high-level technical designs for moderate to complex maintenance efforts by analyzing requirements and systems...

  • Tax Analyst

    hace 1 día


    Desde casa, México Spreetail A tiempo completo

    We are looking for a Tax Analyst to join our team!. The Tax Analyst within the Accounting department will be responsible for maintaining the tax calendar and for the timely, accurate filing of various tax-related reports, and payment of amounts owed. We expect successful people to drive the results that impact our larger goals. We will hold you accountable...

  • Logistics Analyst

    hace 4 semanas


    Desde casa, México Choice Logistics A tiempo completo

    Position Overview The Logistics Analyst will actively monitor and manage transportation shipments and process client order requests while utilizing Choice tools and adhering to client business rules. This individual is responsible for maintaining a high level of communication with both clients and vendors partners. - Job Responsibilities - Actively provide...

  • Systems Analyst

    hace 1 mes


    Desde casa, México Integon Service Co. A tiempo completo

    Job Summary: The Systems Analyst II creates high-level technical designs for moderate complexity projects and maintenance efforts by analyzing requirements and systems architecture, collaborating with technology partners and adhering to tool standards with little assistance. The SA II assesses, documents, and mitigates design constraints and/or risks and...


  • Desde casa, México Totum Talent A tiempo completo

    hace 6 horas - Remoto **Descripción**: We are looking for talent for a technology company in the cybersecurity area., You will be responsible to perform in-depth analysis of security events, identify potential threats, and recommend appropriate remediation actions. This role requires strong analytical skills, familiarity with various security tools and...

  • Senior QA Analyst

    hace 4 semanas


    Desde casa, México Research Solutions A tiempo completo

    Join our team at Research Solutions! We are seeking a highly skilled and experienced Senior QA Analyst to join our dynamic, remote, international team. This position is** based in Mexico.** A Senior QA Analyst at Research Solutions is a flexible and capable professional with 10 years of experience in functional testing, defect tracking, test planning, and...


  • Desde casa, México SafeGuard Global A tiempo completo

    Job Description: Draft of JD is below; it will be adjusted once confirmed - Role Overview: - The business intelligence analysis team supports both internal customers/ users and external customers in ensuring they can maximize their hunger for data and information. - This small team works to ensure that internal leaders/ stakeholders have access to...

  • Business/ Data Analyst

    hace 4 semanas


    Desde casa, México Ensitech A tiempo completo

    equired skill: Top Skills: ∙ Power BI ∙ Azure DevOps ∙ Jira ∙ Scrum Master Job Responsibilities: The Business/Data Analyst will be part of the enterprise data analytics Center of Excellence (CoE) group focused on developing CCS unique data driven products. This Business Analyst role will be responsible for end-to-end delivery of assigned product...

  • Data Analyst

    hace 1 mes


    Desde casa, México Think Future Technologies México A tiempo completo

    **Responsibilities**: - Data exploration, cleaning, and transformation - Converting data requirements into simple yet insightful visualizations for the customer - Ensure high data quality and ease of maintenance of data visualizations - Identify new tools and opportunities for improvement to keep high customer satisfaction and increase efficiency of...