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.