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Priority Tasks/Responsibilities



  • Develop, update, and maintain spreadsheets, databases, and applications that require daily/weekly/monthly attention

  • Support Accounting and Audit team on technical issues and support tickets that arise

  • Continuous evaluation of current processes and applications, looking for ways to improve.

  • Help support onboarding team with organization and management of new data sets

  • Ability to identify data sets needed from new platforms and create a process to merge into Summit CPA’s existing data structure for clients

  • Work to standardize processes to improve accuracy and efficiency of reporting

  • Independently execute research analyses based on broadly defined criteria

  • Eager to learn additional technologies as required


Required Experience and Skills



  • Degree in business analytics, computer science, finance, or related discipline

  • 1-3 plus years of work experience in an accounting/financial industry setting preferred

  • Comfort and familiarity with large data sets, relational databases, reporting and query tools

  • Superior critical thinking skills and analytic abilities to interpret complex data using SQL and Microsoft Excel

  • Excellent communication and listening skills

  • Must be detail oriented, organized, and possess good analytical skills

  • High standards of accuracy

  • Must be able to handle multiple assignments/initiatives and operate in a fast-paced environment

  • Excel, VBA - mandatory

  • SQL, Python, – preferred

  • R, JavaScript, RPA - plus

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