Offer summary

Qualifications:

Hands-on experience with automation platforms like Zapier or Make., Familiarity with QuickBooks Online from a finance or automation perspective., Strong skills in Excel, VBA, PowerQuery, and Google Sheets., Experience with REST APIs and scripting languages such as SQL, JavaScript, or Python..

Key responsabilities:

Maintain and troubleshoot over 30 existing automation workflows.

Integrate APIs across various cloud accounting tools including QuickBooks Online.

Design and build new automations using platforms like Zapier and Make.

Collaborate with leadership to enhance internal databases and reporting tools.

Job description

Job Title: Finance & Accounting Automation Specialist
Location: Remote
Salary Range: up to 5500 USD

Work Schedule: Monday to Friday, 9:00 AM to 5:00 PM (U.S. business hours preferred; open to all time zones)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

About the Company:

Sagan represents a fast-growing, fully remote cloud finance and accounting services firm that serves a wide range of clients -- from small businesses to nonprofits and investor-owned enterprises. The team is culture-first, process-driven, and focused on sustainable scaling through automation, thoughtful acquisitions, and long-term partnerships.

Position Overview:

We're hiring a Finance & Accounting Automation Specialist to lead the design, maintenance, and optimization of a growing library of low-code automations. In this cross-functional role, you'll work closely with leadership and client-facing teams to streamline data flows -- especially into QuickBooks Online -- reduce manual work, and improve reporting systems that drive visibility and efficiency across the business.

Key Responsibilities:

Maintain, improve, and troubleshoot 30+ existing automation workflows.
Integrate APIs across cloud accounting tools like QuickBooks Online (QBO), Keeper, Karbon, and Gusto.
Design and build new automations using platforms such as Zapier and Make.
Identify automation opportunities across finance, operations, marketing, and internal systems.
Support internal reporting tools such as real-time margin dashboards and budget-to-actual reports.
Collaborate with leadership to improve internal databases and dashboards (e.g., BigQuery).
Document workflows and processes for cross-team visibility and onboarding.

Qualifications:

Hands-on experience with automation platforms (Zapier, Make, or similar).
Familiarity with QuickBooks Online (QBO), ideally from a finance, ops, or automation perspective.
Strong skills in Excel, VBA, PowerQuery, and Google Sheets.
Experience working with REST APIs and scripting languages (SQL, JavaScript, Python, etc.).
Strong understanding of finance and accounting workflows.
Detail-oriented, organized, and excited about building scalable systems.
Strong communicator, capable of working cross-functionally and translating technical workflows into actionable insights.

Nice-to-Haves:

Experience with tools like Karbon, Keeper, Gusto, or TransactionPro.
Prior work in accounting, finance operations, or consulting.
Familiarity with BI dashboards or data visualization tools.
Experience working independently in remote, cross-functional teams

Please note: To ensure prompt processing of your application, we kindly request that you submit your resume and an introductory video in English format.

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