
Expert Vendor Statement Reconciliation Specialist for SaaS Training Video Collaboration
Upwork
Remoto
•17 hours ago
•No application
About
About This Role We're seeking a highly skilled accounting professional with deep expertise in vendor statement reconciliation to collaborate with our training video specialist in creating educational content for our innovative SaaS platform. Our Mission: We're building software to replace manual reconciliation processes worldwide across English-speaking countries - this is your opportunity to be part of a solution that will impact thousands of businesses globally. This is a unique opportunity to share your expertise while helping businesses improve their financial processes. What You'll Do Work closely with our expert video production specialist to develop comprehensive training materials Test our SaaS platform and provide detailed feedback on functionality and user experience Conduct testing specifically with QuickBooks and Xero integrations to validate accuracy Provide subject matter expertise on vendor statement reconciliation best practices Help design realistic scenarios and case studies for training content Review and validate training materials for technical accuracy Ensure content addresses common reconciliation challenges and edge cases Required Qualifications 5+ years of hands-on experience with vendor statement reconciliation Active experience with both QuickBooks and Xero (must be able to test integrations) Strong understanding of accounts payable processes and controls Experience with various accounting software systems (QuickBooks, Xero, NetSuite, SAP, etc.) Excellent communication skills for explaining complex concepts clearly Previous experience in training, consulting, or knowledge transfer preferred Skills Assessment Question (Required to Apply) Please answer this question in your proposal to demonstrate your expertise: "Would an aged open payables report capture everything needed for vendor statement reconciliation? Please explain your reasoning, including any potential gaps or limitations you would consider when using this approach." We're looking for candidates who understand the nuances and potential blind spots in reconciliation processes. What Sets Apart Top Candidates Proven Track Record: Include specific examples of reconciliation processes you've improved or implemented Real-World Problem Solving: Share a brief case study of a challenging reconciliation issue you've resolved Teaching Ability: Highlight any experience explaining complex concepts to non-experts Attention to Detail: Demonstrate this in your well-structured, error-free proposal Software Proficiency: List specific accounting/ERP systems you've mastered Project Details Duration: 1-2 weeks initial engagement with potential for ongoing collaboration Work Style: Platform testing, collaborative training sessions with our video team, flexible scheduling Deliverables: Platform testing feedback, technical expertise, content review, and validation of training materials Budget: Competitive rate based on experience (please include your hourly rate) How to Apply Answer the skills assessment question in detail Confirm your active experience with both QuickBooks and Xero (include specific versions/features used) Provide 2-3 specific examples of vendor reconciliation projects you've led Include your availability and preferred communication methods Attach relevant certifications (CPA, CMA, etc.) if applicable Share any previous training/educational experience Red Flags (Applications Missing These Will Be Declined) Generic proposals that don't address the skills assessment question Lack of specific vendor reconciliation experience Proposals that don't demonstrate understanding of the collaborative nature of this role Why Work With Us Global Impact: Help shape software that will transform reconciliation processes across English-speaking markets worldwide Opportunity to contribute to innovative financial automation technology Collaborative, respectful work environment Flexible scheduling around your availability Potential for long-term partnership as we expand our training content library We value expertise, clear communication, and attention to detail. If you're passionate about helping others master vendor reconciliation and can work effectively with creative teams, we'd love to hear from you. Please begin your proposal with "RECONCILIATION EXPERT:" followed by your answer to the skills assessment question.