Accounting & Data Analyst - SaaS Startup

GreenSpark Finance is an innovative AI Cashflow Management Platform for CPG Brands. We are an investor-backed, fast growing startup on a mission to empower organizations with a modern cashflow management solution that is intelligent, dynamic, and powerful enough to help CPG brands operationalize their cashflows.

Every organization will soon integrate AI Agents for seamless collaboration—this “Agentic Workforce” is arriving sooner than you think. GreenSpark is building AI-driven Cashflow Management for CPG Brands. Imagine an AI that not only crunches numbers but predicts and solves cashflow challenges in real time. Join us in our mission!

Responsibilities

This role is ideal for an accountant eager to transition into an analyst position. The timeline for this shift will depend on the candidate’s capabilities, but we anticipate the following progression:

• Months 1-6: 75% Accounting / 25% Analyst
• Months 6-12: 50% Accounting / 50% Analyst
• Month 12 : 100% Analyst

Initially, the focus will be on outsourced accounting support for CPG clients, ensuring financial data is accurate and well structured. Responsibilities during this phase will include:

• Preparing financial reporting packages for clients
• Managing invoicing and billing processes
• Handling accounts receivable & accounts payable
• Conducting account reconciliations
• Ensuring data accuracy and quality assurance (QA)
• Supporting cashflow modeling & forecasting

As GreenSpark’s platform matures, the need for bookkeeping support will decrease, and the role will shift toward data analysis and business intelligence. At this stage, the focus will expand to:

• Working closely with clients and internal teams to understand business needs
• Documenting business processes and workflows for the product team
• Assisting in writing user stories and managing feature requests
• Collaborating with developers and designers to clarify requirements
• Testing new platform features and identifying potential issues
• Conducting financial analysis and modeling to support product development
• Analyzing customer feedback and product usage data to identify trends
• Researching competitors and industry insights to inform strategy
• Enhancing internal tools, processes, and reporting structures
• Supporting customer onboarding and training

Qualifications

• Bachelor’s degree in Accounting, Finance, Data Analytics, or a related field
• 2-3 years of experience in accounting, finance, or data analysis
• Strong understanding of accounting principles including GAAP Accounting and Financial Statements
• Proficiency in QuickBooks Online and Bill.com (required)
• Advanced Excel skills (data tables, pivot tables, advanced formulas)
• Strong analytical mindset and attention to detail
• Excellent written and verbal communication skills
• Desire to work in a small, fast-paced team environment
• Experience working in financial services
• Experience in a SaaS or tech startup environment preferred
• Exposure to business intelligence tools (e.g., Looker, Tableau, Power BI)
• Working with Shopify/Amazon Ecommerce a plus
• Ability to work a hybrid schedule from our Charlotte, NC or New York, NY office