Financial Analyst

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Virtual Assist

WebsiteLinkedInAll Job Openings

11 - 50 employees

📣 Marketing

📦 Logistics

💼 Consulting

Marketing • Logistics • Consulting

Virtual Assist is a service that provides expert virtual assistants to help business owners delegate busy tasks such as admin, emails, and social media management. By freeing up time, Virtual Assist enables clients to focus on growing their businesses and making impactful decisions without being overwhelmed by routine responsibilities. Whether for small business owners or financial advisors, the company aims to enhance productivity and streamline operations at a cost-effective rate.

📋 Description

• Maintain accurate and up-to-date financial records. • Categorize and record business transactions accurately. • Reconcile bank and credit card accounts. • Review accounts payable and accounts receivable. • Assist with invoicing, payments, and expense tracking. • Maintain records in QuickBooks or other accounting software. • Identify and resolve discrepancies in financial records. • Assist with month-end and year-end closing processes. • Prepare monthly and quarterly financial reports. • Prepare and analyze Profit & Loss statements. • Review balance sheets, cash flow reports, and other financial statements. • Track revenue, expenses, gross profit, and net profit. • Compare actual financial performance against budgets and forecasts. • Provide leadership with clear summaries of financial performance. • Analyze company spending and identify areas for improvement. • Monitor margins, profitability, and operating expenses. • Identify financial trends, discrepancies, and potential issues. • Assist with forecasting revenue, expenses, and cash flow. • Help develop budgets and financial projections. • Provide data-driven recommendations to improve profitability and financial performance. • Maintain organized financial documentation and records. • Assist leadership with financial questions and reporting requests. • Support tax preparation by maintaining accurate financial records and documentation. • Work with accountants, bookkeepers, and other financial professionals as needed. • Maintain confidentiality of company financial information. • Develop and maintain financial processes and reporting systems as the company grows.

🎯 Requirements

• 3+ years of experience in bookkeeping, accounting, financial analysis, or a related field. • Strong understanding of bookkeeping and basic accounting principles. • Experience preparing and analyzing Profit & Loss statements. • Experience with bank and account reconciliations. • Proficiency with QuickBooks, preferably QuickBooks Online. • Strong Excel or Google Sheets skills. • Ability to analyze financial data and identify trends or discrepancies. • Strong attention to detail and accuracy. • Excellent organizational and time-management skills. • Strong written and verbal communication skills. • Ability to handle confidential financial information with discretion. • Comfortable working independently and meeting deadlines. • Preferred: experience working with small to mid-sized businesses. • Preferred: experience with budgeting and financial forecasting. • Preferred: experience preparing management-level financial reports. • Preferred: familiarity with accounts payable and accounts receivable. • Preferred: experience working with multiple companies, entities, or business units. • Preferred: knowledge of cash-flow management and financial KPIs. • Experience with contractors, home-service businesses, or other service-based companies is a plus.

🏖️ Benefits

• Work-from-home opportunity. • Opportunity to contribute to a growing business by enhancing efficiency and client experience. • Supportive and collaborative work environment. • Paid training. • 40 hours per week. • Monday to Friday. • Night shift - PH time.