AI Data Operations Specialist – Finance at OA Digital Media Limited

Role Summary:

Manages the extraction and organization of daily finance-related data from banking, payroll, and payment processing systems for leadership and AI analysis.

Key Responsibilities:

• Monitor finance systems (QuickBooks, Stripe, Gusto, bank portals).
• Track daily cash flow, account balances, expenses, and payroll updates.
• Document and label finance metrics in structured Google Docs.
• Run AI prompts to identify financial variances from day to day.
• Support budget tracking and financial forecasting by providing clean data feeds.
• Collaborate with finance leadership to ensure accuracy in reporting.
• Feed finance KPIs into Databox for at-a-glance executive monitoring.

Skills & Experience:

• Experience in finance, accounting, or payroll processing.
• Familiarity with Stripe, Gusto, QuickBooks, and banking portals.
• Strong financial data interpretation skills.
• Detail-oriented with high accuracy standards.

Requirements

• Hardware: A laptop that must have a minimum of 16GB RAM and 256GB SSD+ storage for smooth multitasking and data handling.
• Experience: Proven remote or freelance work experience, with a track record of delivering results independently.
• Internet: Though, as a backup, a Reliable high-speed internet connection
• Availability: Must be able to work U.S. business hours (CST) and meet daily reporting deadlines.

Technical Skills:

• Strong proficiency in Google Workspace (Docs, Sheets, Drive).
• Ability to take clear screenshots and store files using organized naming conventions.
• Comfort with navigating multiple SaaS platforms and web-based dashboards.
• Reporting Discipline: Must be detail-oriented and capable of documenting and labeling data for AI processing (ChatGPT) without supervision.
• Confidentiality: Must maintain strict data security and confidentiality when handling company information.
• Communication: Strong written communication skills for producing clear summaries and reports.
• Problem-Solving: Ability to troubleshoot platform access, reporting errors, and data inconsistencies quickly.