Accounting Analyst

Accounting Analyst (MSP / Professional Services)

Location: Remote Employment Type: Full-Time Reports To: Finance Leadership / CRO

About the Role

We are seeking a highly analytical Accounting Analyst to support the finance function of a growing Managed Services Provider (MSP).

This role sits at the intersection of accounting, financial analysis, and operational data. You will play a critical role in ensuring financial accuracy, reconciling complex revenue streams, and generating insights that drive business decisions.

This is not a transactional accounting role. You will be expected to analyze, interpret, and improve financial performance — not just report on it.

What You'll Own

1. Financial Reporting & Analysis

• Prepare and analyze key financial reports, including:

  • Revenue and cost analysis

  • Gross margin reporting

  • Department-level performance

• Support monthly and quarterly close processes

• Identify trends, anomalies, and performance drivers across the business

2. PSA ↔ Accounting Reconciliation

• Own reconciliation between PSA systems (e.g., Autotask, ConnectWise, Halo) and QuickBooks Online

• Validate and ensure accuracy of:

  • Recurring revenue (MRR) postings

  • Project-based revenue

  • Time & materials billing

• Investigate discrepancies and resolve data inconsistencies across systems

3. Revenue & Profitability Analysis

• Analyze profitability across:

  • Managed services contracts

  • Projects and implementations

  • Support and service lines

• Evaluate margin performance and identify opportunities for improvement

• Provide actionable insights to leadership on revenue quality and cost efficiency

4. Data Analysis & Financial Modeling

• Build and maintain financial models and reporting dashboards (primarily in Excel)

• Analyze key operational and financial metrics, including:

  • Monthly Recurring Revenue (MRR) growth

  • Customer revenue trends and cohort behavior

  • Service utilization and capacity

  • Cost of service delivery

• Translate raw data into clear, decision-ready insights

5. Process Improvement & Scalability

• Improve workflows between PSA systems and accounting platforms

• Help design scalable reporting and forecasting frameworks

• Identify inefficiencies and implement process improvements

• Support finance leadership with ad hoc analysis and strategic initiatives

What We're Looking For

This role requires someone who is both detail-oriented and commercially aware — someone who understands how financial data connects to operational performance.

Required Qualifications

• 4+ years of experience in accounting, financial analysis, or similar roles

• Strong hands-on experience with QuickBooks Online

• Advanced Excel skills, including:

  • Pivot tables

  • Financial modeling

  • Data analysis and manipulation

• Experience performing multi-system financial reconciliations

• Solid understanding of professional services or service-based accounting models

Preferred Qualifications

• Experience working within a Managed Services Provider (MSP)

• Familiarity with PSA tools such as:

  • Autotask

  • ConnectWise

  • HaloPSA

• Experience working with recurring revenue models (MRR / ARR)

• Accounting degree or progress toward CPA or equivalent certification

Key Success Metrics

• Accuracy and reliability of financial reporting

• PSA-to-accounting reconciliation accuracy and completeness

• Speed and efficiency of monthly close processes

• Quality and clarity of financial insights delivered

• Measurable improvements in financial processes and reporting

What This Role Is Not

• Not a bookkeeping or data-entry role

• Not limited to reporting — analysis and insight generation are core expectations

• Not a siloed accounting function — you will work across finance and operations

Why This Role Matters

In an MSP environment, financial complexity increases quickly due to:

• Recurring revenue models

• Project-based work

• Multi-system data (PSA + accounting)

This role ensures financial accuracy, operational visibility, and scalable reporting — all of which are critical to sustainable growth.