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
Flexible working hours
Experienced development teams
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)
And other benefits, described in detail in the Staff Handbook
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.
