Data Services Associate (MS Excel)

A LITTLE BIT ABOUT Boldr

  • Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
  • We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
  • We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

  • Meaningful connections start with AUTHENTICITY
  • We do our best work by being CURIOUS
  • We grow by remaining DYNAMIC
  • Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
  • At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

As a Data Services Associate, you will be responsible for working with financial and operational data to ensure accurate and timely reporting that supports business operations. You will work with different tools and databases to review, upload, and track data, as well as monitor and resolve alerts. The role requires keen attention to detail, adherence to defined processes, and an aptitude to learn new systems and procedures. You will function as part of a data and finance-support team, ensuring accuracy, quality, and efficiency in the delivery of services.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

  • Execute processes assigned by the client and/or management, ensuring accurate data handling and reporting.
  • Upload and track monthly financials received from Property Management Companies (PMCs).
  • Upload trial balances from monthly financial reports into Cyma.
  • Follow up any prior period adjustments to trail balances and correcting them
  • Send emails to domestic data management team to identify necessary adjustments using screenshots or other data
  • Maintain and track operational reports, ensuring data is up to date.
  • Monitor and resolve Energy ScoreCard alerts, identify root causes, and escalate to Data Management Associates where necessary.
  • Ensure productivity and quality targets are met consistently.
  • Report process deficiencies and identify opportunities for process improvements.
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