Data Entry Analyst Job – Excell Financial Services | Apply Now

Are you a detail-oriented professional with strong data management skills? Do you want to build a rewarding career in the financial services industry, where precision, growth, and innovation come together? Excell Financial Services is seeking a Data Entry Analyst to join our team. This is your chance to work with a trusted financial institution, gain valuable industry experience, and take your career to the next level.

In this long-form job description, you’ll discover everything you need to know about the role — from key responsibilities and qualifications to the career growth opportunities and benefits you can expect when you join us. Whether you’re just starting out in data-focused roles or have experience in financial data entry and analysis, this position could be the right fit for you.


About Excell Financial Services

Excell Financial Services is a leading financial services company dedicated to helping individuals, families, and businesses achieve financial stability and growth. We specialize in providing:

  • Personalized financial advice
  • Investment planning and wealth management
  • Business consulting and customized financial solutions

Our mission is simple: to deliver high-quality financial services with integrity, professionalism, and customer-first values. With a team of experts across accounting, finance, and data management, Excell Financial Services has built a reputation for trust, transparency, and results.

As we continue to grow, we are looking for dedicated team members who share our vision of accuracy, professionalism, and long-term client success.


Position Overview: Data Entry Analyst

The Data Entry Analyst plays a vital role in ensuring the accuracy and efficiency of financial data across our systems. In this role, you won’t just be entering numbers into a spreadsheet — you’ll be a key player in maintaining the integrity of client and company records.

Every piece of data you input contributes to accurate reporting, better decision-making, and client satisfaction. If you’re someone who thrives on detail, enjoys solving problems, and wants to work in a professional yet supportive environment, this role is built for you.


Key Responsibilities

As a Data Entry Analyst at Excell Financial Services, you’ll be responsible for:

  1. Accurate Financial Data Entry
    • Input financial transactions, invoices, receipts, and reports into company databases.
    • Maintain real-time updates to ensure data reflects accurate financial standings.
  2. Verification and Quality Control
    • Double-check all data entries for accuracy and completeness.
    • Identify and resolve errors before they impact reports or records.
  3. Data Integrity and Compliance
    • Follow strict data security measures to protect client confidentiality.
    • Ensure compliance with financial regulations and company policies.
  4. Collaboration with Teams
    • Work closely with accountants, financial advisors, and managers.
    • Support cross-departmental projects with precise and timely data entry.
  5. Reporting and Analysis Support
    • Generate periodic reports to assist decision-makers.
    • Highlight data discrepancies and suggest solutions.
  6. Continuous Learning
    • Stay up-to-date with industry trends, tools, and best practices.
    • Adapt to new technologies that improve data management efficiency.

Qualifications

To thrive as a Data Entry Analyst at Excell Financial Services, you should have:

  • Education: Bachelor’s degree in Accounting, Finance, Business, or related fields (preferred, not always mandatory).
  • Experience: Prior experience in data entry, financial analysis, or record management.
  • Technical Skills: Proficiency in Microsoft Excel and the Microsoft Office Suite; familiarity with accounting software is a plus.
  • Soft Skills: Attention to detail, time management, multitasking ability, and problem-solving skills.
  • Industry Knowledge: Basic understanding of accounting and financial principles.
  • Communication: Strong written and verbal communication skills to interact effectively with team members.
  • Work Ethic: Confidentiality, professionalism, and a proactive attitude.

Why This Role Matters

In the financial services industry, accuracy is everything. Even small errors can create significant issues for clients and businesses. That’s why the Data Entry Analyst role is critical. Your dedication ensures:

  • Clients trust the accuracy of their records.
  • Managers and advisors make decisions based on reliable data.
  • The company maintains its reputation for excellence.

When you join Excell Financial Services, your role directly impacts our success and growth.


Skills You’ll Develop

This position is not just a job — it’s a career-building opportunity. As a Data Entry Analyst, you will:

  • Improve your financial literacy by working with real data and industry professionals.
  • Gain advanced Excel and data management skills that are valuable across industries.
  • Develop critical thinking and problem-solving abilities.
  • Learn to handle large-scale data with accuracy under deadlines.
  • Build teamwork and communication skills through collaboration with financial experts.

Career Growth Opportunities

At Excell Financial Services, we believe in investing in our employees. As a Data Entry Analyst, you’ll have opportunities to grow into roles such as:

  • Financial Analyst
  • Data Analyst
  • Accounting Specialist
  • Operations Manager
  • Client Services Coordinator

With training, mentorship, and performance-based advancement, your career path is filled with possibilities.


Salary & Benefits

We understand that compensation and benefits are an essential part of your career decision. At Excell Financial Services, we offer:

  • Competitive Salary: Industry-standard pay with performance incentives.
  • Health Insurance: Comprehensive medical, dental, and vision plans.
  • Retirement Plans: Employer-matched savings programs to secure your future.
  • Work-Life Balance: Paid time off, flexible scheduling, and wellness initiatives.
  • Training & Development: Professional growth through certifications, workshops, and mentorship.
  • Inclusive Culture: A diverse and supportive work environment where your voice matters.

Work Environment

Whether on-site or remote, Excell Financial Services ensures a professional yet supportive work environment. You’ll work with skilled professionals who value teamwork, collaboration, and open communication. Our culture encourages:

  • Respect and integrity in every interaction.
  • Collaboration across departments.
  • Innovation in data management and financial strategies.
  • Diversity and inclusion, ensuring everyone feels valued.

Why Choose Excell Financial Services?

  • Reputation: A trusted name in the financial services industry.
  • Opportunities: Multiple career paths and professional development options.
  • Impact: Play a crucial role in maintaining accurate financial data.
  • Support: Work in a team-driven, encouraging, and growth-focused environment.
  • Future: Build a career with long-term stability and advancement.

If you’re ready to step into a challenging yet rewarding role where your skills directly contribute to success, we want to hear from you. Join Excell Financial Services as a Data Entry Analyst and take the next step in your career journey.

Apply Now

Apply for this position

Allowed Type(s): .pdf, .doc, .docx