Accounting Analyst, Reporting & Excel Automation

Posted Yesterday
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San Diego, CA, USA
In-Office
75K-95K Annually
Mid level
Financial Services
The Role
The Accounting Analyst will work with data to build reports, improve accounting processes, and support month-end close activities, utilizing strong Excel skills and accounting fundamentals.
Summary Generated by Built In
Company Description

At RIVO, you will find we recognize hard work and performance, foster a culture of growth, and encourage collaboration across departments. We value the unique skills and experiences that each employee brings to the table, recognizing that this diversity strengthens our company and helps us fulfill our core values: Respect, Integrity, Value, and Opportunity. If you share these same values and are eager to grow both personally and professionally, we encourage you to explore opportunities with us and apply today to join our dynamic team! 

Proud to be nationally recognized as a USA TODAY Top Workplace for 2026! Check out our other prestigious awards by clicking HERE!

Job Description

We’re looking for a highly analytical Accounting Analyst who enjoys working with data, building reports, and improving how accounting teams operate. This is a high-impact role for someone who wants to go beyond traditional accounting work—combining accounting, data, and process improvement to help the business operate more effectively.

This role is ideal for someone who brings strong accounting fundamentals, a solid understanding of cost and expense structures, and advanced Excel skills to transform complex financial data into clear, accurate, and scalable reporting solutions. You’ll play a key role in supporting month-end close, strengthening reporting accuracy, and improving processes across accounting and operations.

What You’ll Do

  • Partner cross-functionally with accounting, payroll, and operations to deliver reporting and analysis that supports decision-making
  • Analyze financial data to identify trends, discrepancies, and opportunities for improvement
  • Build and maintain Excel-based reports, models, and templates to support recurring accounting and reporting needs
  • Transform raw data from multiple sources into structured, accurate, and user-friendly reporting outputs
  • Support month-end close through reconciliations, variance analysis, and preparation of supporting schedules
  • Create scalable reporting tools that improve efficiency, accuracy, and consistency
  • Investigate data issues, determine root causes, and implement practical solutions
  • Support audit readiness and maintain clear, organized documentation and workpapers
  • Contribute to process improvements that reduce manual work and strengthen internal controls

Qualifications

What We’re Looking For

  • Bachelor’s degree in Accounting, Finance, or related field
  • 3–5+ years of accounting experience, ideally in a multi-entity or high-volume environment
  • Strong understanding of accounting principles, cost/expense analysis, reconciliations, accruals, month-end close and general ledger activity
  • Advanced Excel skills (pivot tables, lookups, formulas, data analysis tools)
  • Experience building reports, models, or templates from complex or raw data
  • Strong analytical thinking and attention to detail
  • Ability to manage multiple priorities and meet deadlines
  • Strong communication skills and ability to explain data clearly

Nice to Have

  • Experience with ERP/accounting systems
  • Exposure to payroll data, vendor analysis, cost allocation, or operational reporting
  • Experience with Power Query, Power BI, or similar tools

Additional Information

Company Benefits 

  • Optimal Work-Life Balance: Benefit from a schedule with no evening or weekend work – enjoy your weekends for relaxation and personal time 
  • Childcare & Family Support: Receive up to $5,000 annually in childcare reimbursement to ease the balancing act of work and family & Exclusive access to comprehensive fertility treatment coverage to financially support your family-building journey
  • Stay Fit for Free: Join our FREE weekly group workouts and keep your health and energy levels at their peak 
  • Company Events & Social Hours: Enjoy regular happy hours and company-wide events to celebrate achievements and build community with fellow employees 
  • Padres Tickets: Catch a Padres game with exclusive access to season long raffle drawings in the RIVO ticket section. Go Padres! 
  • Daily Perks: Savor FREE coffee, energy drinks, and snacks – fueling your productivity and satisfaction! 
  • Parking & Commute Made Easy: Say goodbye to commuting hassles and high gas prices – enjoy a company-paid parking or MTS pass 
  • Dedication Incentives: Opportunity to earn more money with our perfect attendance incentive – your dedication and reliability deserve recognition 
  • Generous Time Off: Recharge and live your best life with company paid holidays and PTO each year  
  • Comprehensive Health Coverage: Benefit from medical, dental, and vision plans with a 70/30 or 80/20 cost share options—because your well-being is our priority 
  • Secure Your Future: Take advantage of our 401(k) plan with employer matching to invest in your future with confidence 

We offer a comprehensive compensation and benefits package where you will be rewarded based on your performance and recognized for the value you bring to the business. A reasonable estimate of the salary range for this job is $75,000.00 to $95,000.00. Individual salaries within those ranges takes into account the wide range of factors that are considered in making compensation decisions including but not limited to education; experience and training; licensure and certifications; knowledge and skill sets; and other business and organizational needs.

RIVO Holdings, LLC is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, citizenship status, disability, age (40 years old or older) and genetic information (including family medical history), past or present military or veteran status, or any other characteristic protected by applicable law. 

Skills Required

  • Bachelor's degree in Accounting, Finance, or related field
  • 3-5+ years of accounting experience, ideally in a multi-entity or high-volume environment
  • Strong understanding of accounting principles, cost/expense analysis, reconciliations, accruals, month-end close and general ledger activity
  • Advanced Excel skills (pivot tables, lookups, formulas, data analysis tools)
  • Experience building reports, models, or templates from complex or raw data
  • Strong analytical thinking and attention to detail
  • Ability to manage multiple priorities and meet deadlines
  • Strong communication skills and ability to explain data clearly
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The Company
HQ: San Diego, CA
67 Employees
Year Founded: 2008

What We Do

RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base. Our services preserve consumer choice and increase access to credit for millions of American families. A people centered organization, RIVO Holdings provides opportunity and innovation to both our team members and customers. We aspire to be a company dedicated to promoting a welcoming and rewarding environment for our team members; while offering an exceptional customer experience through the use of cutting-edge technology, quality service, and unwavering commitment.

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