Financial Analyst

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🕒 February 9

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Expert VA

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🛍️ eCommerce

👥 HR Tech

B2B • eCommerce • HR Tech

Expert VA is a virtual assistant service provider that delivers expert-level support to help businesses operate efficiently and grow. The company employs highly experienced virtual assistants who are trained to manage a variety of tasks such as customer support, digital marketing, and real estate assistance among others. Expert VA emphasizes a structured approach to business processes and offers time-tracking software to enhance productivity, allowing business owners to focus on their core activities.

📋 Description

• Act as a trusted financial advisor to the CEO by delivering high-impact analysis, forecasts, and strategic recommendations. • Translate financial data into executive-ready insights that drive performance, scalability, and sustainable growth. • Develop financial models to support investment decisions, operational initiatives, and long-term planning. • Identify emerging trends, risks, and opportunities through advanced financial and operational analysis. • Research market dynamics, competitor positioning, and industry benchmarks to strengthen strategic direction. • Establish and monitor key performance indicators (KPIs) to evaluate business health and guide leadership decisions. • Oversee syndication processes, ensuring seamless coordination between lenders, investors, and internal stakeholders. • Manage the preparation of documentation, payment processing, and distribution with precision and timeliness. • Safeguard compliance with syndication agreements and applicable regulatory standards. • Administer commission structures with accuracy and transparency. • Ensure timely calculations and disbursements while continuously improving process efficiency and controls. • Lead Financial Accounting and Reporting activities, ensuring accuracy, integrity, and adherence to best practices. • Prepare executive-level financial reports, dashboards, and presentations that clearly communicate performance, forecasts, and strategic implications. • Strengthen reporting frameworks to enhance visibility and support data-driven leadership. • Utilize advanced Excel capabilities to build dynamic financial models and automate reporting workflows. • Leverage QuickBooks expertise to maintain reliable financial data and support the full cycle of accounting. • Perform thorough bank reconciliations and implement controls that promote quality and financial accuracy. • Continuously identify opportunities to optimize financial processes and elevate reporting standards.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline. • Minimum of 3+ years of progressive experience in financial analysis, accounting, or financial management. • Demonstrated expertise in the full cycle of accounting , including reconciliations, reporting, and close processes. • Strong foundation in Financial Accounting and Reporting within a growth-oriented organization. • QuickBooks Certification or advanced working knowledge required. • Proven commitment to quality, accuracy, and strong internal controls. • Exceptional communication skills with the ability to influence and engage executive stakeholders. • Advanced proficiency in Microsoft Excel, including complex formulas, PivotTables, and financial modeling. • High level of analytical rigor with the ability to synthesize complex data into clear strategic insights. • Strong organizational skills with the capacity to manage multiple priorities independently.

🏖️ Benefits

• Fun working environment • PTO • HMO • And More!