Excel Financial Dashboard Specialist (Velixo / MYOB Acumatica)

Project-Based

AEST (Australian Eastern Standard Time)

We are looking for an experienced Excel Financial Dashboard Specialist to set up a financial dashboard using Velixo, an Excel plugin connected to MYOB Acumatica. The Velixo license and system integration are already in place — this role focuses purely on building and configuring the dashboard based on a provided template.

Key Responsibilities

Set up and configure an Excel financial dashboard using Velixo.
Connect and pull data from MYOB Acumatica (SQL database) via Velixo.
Build reports and financial views based on a provided dashboard template.
Ensure accuracy, consistency, and proper data refresh functionality.
Troubleshoot data connections and formula issues as needed.
Deliver a clean, functional, and easy-to-use financial dashboard.

Skills Required

Strong expertise in Microsoft Excel (advanced formulas, dashboards, reporting).
Hands-on experience with Velixo (highly preferred).
Experience working with MYOB Acumatica or similar ERP systems.
Understanding of financial reports (P&L, balance sheet, cash flow).
Ability to follow a provided template and adapt it to live data.
Strong attention to detail and data accuracy.
Ability to work independently and meet project deadlines.

2025-12-18T12:44:41+10:00

Excel Financial Dashboard Specialist (Velixo / MYOB Acumatica)

Excel Financial Dashboard Specialist (Velixo / MYOB Acumatica)

Key Responsibilities

Skills Required

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