Job Description

About the Role

We are looking for an analytical and detail-oriented Excel Data Specialistto work with large datasets and ensure information is accurate, complete, and aligned across multiple sources.

In this role, you will compare reports, identify matching and missing records, investigate discrepancies, and prepare reports that support business operations and decision-making.

This position is ideal for someone who enjoys solving data puzzles, has strong Excel skills, and takes pride in getting the details right.

Key Responsibilities

Data Reconciliation & Analysis

• Compare multiple datasets to identify matching records and discrepancies

• Isolate missing items between reports and investigate the root cause

• Identify duplicate records and assist with data cleanup initiatives

• Reconcile information from different reports, or spreadsheets

• Verify the accuracy and completeness of data before reporting

Reporting & Excel Management

• Create and maintain organized Excel workbooks and reports

• Use formulas and Excel tools to streamline repetitive tasks

• Generate reports summarizing findings and exceptions

• Work with large datasets while maintaining a high level of accuracy

• Assist with ad hoc reporting and analysis requests

Examples of Projects You May Work On

• Comparing payroll reports against timekeeping records

• Matching invoices between different systems

• Identifying transactions missing from operational reports

• Reconciling client or billing records

• Investigating discrepancies between two reports that should produce the same totals

What We're Looking For

• Strong Excel skills and experience working with large spreadsheets

• Experience reconciling data from multiple sources

• Excellent attention to detail and accuracy

• Strong analytical and problem-solving abilities

• Ability to work independently and manage multiple priorities

• Strong written and verbal English communication skills

• Comfortable using modern tools, including Excel Copilot or similar AI assistants, to help generate formulas, troubleshoot Excel challenges, and improve efficiency when appropriate

• Good judgment to validate results and ensure accuracy before implementation

• Someone who asks questions when something doesn't look right

Excel Skills We Value

Experience with some of the following is preferred:

• Pivot Tables

• VLOOKUP and/or XLOOKUP

• COUNTIF / COUNTIFS

• IF statements

• Conditional Formatting

• Sorting and filtering large datasets

• Identifying duplicates and missing records

• Text functions (TRIM, LEFT, RIGHT, etc.)

• Data cleanup techniques

• Power Query (a plus)

• Excel Copilot or similar AI tools for formula assistance