Quality Analyst Role

My Experience Aligned with the
Quality Analyst Role

While my role is primarily accounting-focused, the tasks I perform have strong overlap with what Quality Analysts do — from data accuracy to reporting and process improvement.

Area

What I Currently Do

How It Aligns with QA Work
Data Cleaning I clean and validate raw data from multiple sources (CSV exports, Google Sheets, system reports). I use Excel functions like `TRIM`, `IFERROR`, `ISBLANK`, and filters to ensure clean datasets before processing. QAs also clean data such as call logs, ticket metadata, or case notes to prepare for accurate evaluation and trend analysis.
Excel Proficiency I create Excel tools with nested formulas, pivot tables, conditional formatting, and VLOOKUP/XLOOKUP to spot outliers and automate recurring reports. I also use `COUNTIFS` to track frequency of certain errors or cases. QAs use Excel in a similar way — to create audit logs, trend charts, and dashboards tracking performance KPIs and issue frequency.
Reporting I generate recurring reports (weekly/monthly) that analyze expense categories, error logs, delayed transactions, and inconsistencies. I sometimes add visualizations like bar or line graphs to highlight trends. QAs prepare reports on error rates, quality scores, compliance issues, and provide summaries that feed into team or process reviews.
Error Detection My work involves reviewing large volumes of financial or transactional data to spot missing entries, duplicates, or incorrect classifications — often using logic-based checks or reconciliation sheets. QAs also perform root cause analysis on failed calls, incomplete tickets, or documentation gaps — many of which follow similar checklist logic.
Process Compliance I follow internal SOPs for documentation, reporting format, naming conventions, and workflow timelines. I flag deviations or bottlenecks and occasionally help revise outdated templates or steps. QAs operate under SOPs as well, and are responsible for identifying non-compliance and recommending procedural improvements.
Attention to Detail I'm meticulous about numeric accuracy, formatting standards, and file organization — since small errors can mislead decision-making or affect audit outcomes. QAs must maintain this same level of precision when reviewing tickets, transcripts, or survey feedback that affect QA scoring and agent coaching.
Communication I regularly communicate findings to my supervisor — including error patterns, late submissions, or mismatches. I also explain the logic behind my reporting to ensure it’s transparent and repeatable. QAs provide verbal or written feedback to agents, team leads, or managers — often explaining scoring decisions or patterns from audit results.