Junior Financial Data Entry Clerk

Monarch Advisory Group
San Francisco, CA, US
Posted Jun 16, 2026
Job Title: Junior Financial Data Entry Clerk Location: San Francisco, CA (On\-Site / Downtown Financial District) Department: Administration \& Operations Employment Type: Full\-Time Job Description Monarch Advisory Group is a premier middle\-market corporate mergers and acquisitions (M\&A) advisory firm handling transactions valued between $10M and $50M\+. As our regional transaction volume continues to grow, we are seeking an accurate, detail\-oriented Junior Financial Data Entry Clerk to join our San Francisco operations team. In this role, you will assist our deal execution team by accurately entering, organizing, and auditing corporate client financial records. You will handle sensitive numerical data from corporate balance sheets, income statements, and tax forms, ensuring our digital data sets are pristine before they are passed to our analysis team. This position is structured as a hybrid arrangement, combining localized office collaboration with remote flexibility. This is an excellent opportunity for an organized professional looking to gain stable, foundational exposure to the corporate finance and investment banking sector. Key Responsibilities Financial Data Input: Accurately input client financial figures, historical transaction line items, and corporate accounts into Excel spreadsheets and internal databases. Document Audit \& Extraction: Review raw incoming client files (including invoices, tax records, and general ledgers) to locate and log missing financial metrics. Digital Filing \& Archiving: Alphabetize, categorize, and cross\-reference digital documents to ensure deal data rooms are uniform, secure, and easy for buyers to navigate. Quality Control: Identify and correct alphanumeric data entry errors or discrepancies in financial records prior to final review by the management team. Requirements \& Qualifications Experience: 6 months to 1 year of general office, data entry, clerical, or bookkeeping experience. (Prior experience handling basic financial numbers or invoices is highly preferred). Technical Skills: Proficient with Microsoft Excel (data entry, basic cell sorting, and formatting) and a comfortable alphanumeric typing speed of 50\+ WPM with high accuracy. Attention to Detail: Exceptional, elite focus on number precision; ability to spot small numerical discrepancies effortlessly. Confidentiality: Highest level of personal integrity and discretion when handling private, proprietary company financial data. Benefits \& Compensation Salary Range: $48,000 – $58,000 per year (commensurate with local market rates). Fully covered health, dental, and vision insurance. 401(k) retirement matching program. Flexible schedule with a hybrid structure (3 days on\-site at our 100 Pine Street office / 2 days remote). Direct operational exposure to the corporate deal\-making and M\&A industry. Pay: $23\.00 \- $28\.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance People with a criminal record are encouraged to apply Application Question(s): Please confirm you can reliably commute to 100 Pine Street in San Francisco and list the specific software tools (like Excel) you use most often. Experience: Data Entry: 1 year (Preferred) Location: San Francisco, CA 94111 (Required) Shift availability: * Day Shift (Required) Work Location: In person

Job Details

Job Type

admin_data_entry

How to Apply

This job has specific application instructions. Please read the full job description carefully.

Company Verification

This company has not been fully verified. Research the company before submitting personal information.

Remote Job Safety Tip

Check company reviews on sites like Glassdoor or LinkedIn before applying.

Original job posting from: Indeed_linkedin

Related Jobs

ADVICE ASSOCIATE (URGENT - FINANCIAL ADVICE EXPERIENCE ) Full Time

ADVICE ASSOCIATE - FINANCIAL ADVICE INDUSTRY (APPLY IF WITH EXPERIENCE)

Remote

$1600

ADVICE ASSOCIATE (URGENT - FINANCIAL ADVICE EXPERIENCE ) Any

ADVICE ASSOCIATE - FINANCIAL ADVICE INDUSTRY (APPLY IF WITH EXPERIENCE)

Remote

$1600

Administrative Assistant II

University of the Pacific

Stockton, CA, US

DevSecOps Engineer

TrueML

Lenexa, Kansas

Office Administrator

Grow Co

Watsonville, CA, US

Field Administrative Assistant

Rosendin Electric

Cedar City, UT, US

Get Job Alerts

Never miss out on the latest remote opportunities. Get new job listings delivered to your inbox daily.

No spam, unsubscribe at any time