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A fast-growing financial services firm in Vista is looking for an accurate and analytical Data Entry Specialist to join their back-office operations team. This position plays an essential role in maintaining data integrity, supporting internal departments, and ensuring smooth daily workflows for the company’s accounting and finance processes. This firm has earned its reputation by providing exceptional client service and innovative business solutions to small and mid-sized companies throughout California. They pride themselves on accuracy, accountability, and teamwork — and they’re looking for someone who shares that same drive for excellence.
Job Responsibility:
Accurately enter large volumes of client and financial data into internal databases
Review and verify documentation for completeness and consistency
Assist in reconciling discrepancies in billing, payroll, and expense records
Generate daily, weekly, and monthly reports for management review
Support accounting and HR teams with data organization and document archiving
Identify process gaps and collaborate with leadership to improve workflow efficiency
Maintain confidentiality of sensitive information at all times
Perform routine quality checks to ensure data accuracy and compliance with company policies
Requirements:
High School Diploma required
Associate’s degree preferred
1–3 years of experience in data entry, office administration, or accounting support
Strong proficiency in Microsoft Excel (pivot tables, VLOOKUPs) and data management systems
Experience with QuickBooks, NetSuite, or Sage Intacct preferred
Excellent attention to detail and accuracy
Strong communication skills and the ability to work independently
Reliable, organized, and able to meet tight deadlines
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