Job Description: Financial Analyst

Location: Georgia (Hybrid or In-Office)

Department: Finance & Operations

Reports To: Director of Operations

ERTC EXPRESS- Empowering Businesses, Securing Futures

About Us

ERTC Express helps small and mid-sized businesses unlock millions in federal tax credits relief programs. We partner with accounting firms, financial institutions, and consultants to deliver accurate, transparent, and timely results for our clients.

We’re a fast-scaling company where precision and data integrity are everything. We’re looking for a sharp Financial Analyst who thrives in high-volume, data-heavy environments, someone who can turn spreadsheets into insight, chaos into order, and numbers into narratives that drive better decisions.

Responsibilities:

Accounts Receivable (AR)

Track, reconcile, and analyze IRS and state refund deposits across thousands of client accounts.
Maintain detailed AR ledgers and client-specific refund schedules.
Prepare and maintain AR aging and variance reports.
Investigate discrepancies between expected and actual refund amounts.
Support client billing, payment allocation, and fee reconciliation processes.
Monitor refund timelines and communicate delays, risks, or anomalies to leadership.
Assist in monthly close, reconciliation, and reporting of AR/AP balances.
Ensure compliance with IRS and program rules in all financial transactions.

Financial Data & Reporting:

Build and maintain dashboards and financial reports tracking refund progress, payment cycles, and fee recovery.
Perform deep-dive data analysis to detect anomalies, identify cash flow patterns, and flag inefficiencies.
Clean and validate large data sets from multiple sources (CRM, accounting software, banking portals).
Deliver weekly and monthly reporting packages for finance and executive leadership.

Process Improvement:

Collaborate cross-functionally with Operations, Client Success, and Compliance to improve reconciliation workflows.
Propose and implement automation or reporting enhancements to increase accuracy and speed.
Help design scalable systems for refund tracking, data verification, and financial audit trails.

Educational/Experience Qualifications:

Bachelor’s degree in Accounting, Finance, Economics, or Data Analytics.
2–5 years of experience in AR/AP, financial analysis, or accounting (startup or fintech preferred).
Advanced Excel/Google Sheets skills (pivot tables, VLOOKUP/XLOOKUP, Power Query, macros).
Experience reconciling complex financial transactions and managing multi-system data flows.
Strong analytical mindset and obsession with detail; nothing gets past you.
Excellent communication and problem-solving skills.
Ability to juggle multiple priorities under tight deadlines.
High integrity and discretion in handling sensitive financial data.

Skills:

Familiarity with QuickBooks
Background in SaaS, fintech, or accounting automation.
Proactive, self-directed, and able to work independently.
Detail-oriented, with a commitment to accuracy and quality.

Job Type:

Full Time- W2
(Hybrid or In-Office)

Schedule:

Monday to Friday 9:00 am-6:00 pm

Benefits:

Health insurance
Dental insurance
Employee assistance program
Health savings account
Paid time off
Vision insurance
Paid Time Off

Why Join ERTC Express

Mission with Impact: You’ll help small businesses recover millions in owed tax relief.
Growth Opportunity: Be part of a high-velocity startup where your insights drive financial clarity and scale.
Culture: Transparent, data-driven, and collaborative. We reward precision, accountability, and initiative.

This job is not for you if …..

Can’t juggle multiple tasks under tight controls
Unable to work flexible schedules during tax deadlines
Do not have extreme critical thinking and mathematical skills.

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