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.
