Financial Analyst

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Expert VA

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

🤝 B2B

🛍️ eCommerce

👥 HR Tech

B2B • eCommerce • HR Tech

Expert VA ist ein Anbieter von virtuellen Assistenten-Dienstleistungen, der erstklassige Unterstützung bietet, um Unternehmen effizient zu betreiben und zu wachsen. Das Unternehmen beschäftigt hochqualifizierte virtuelle Assistenten, die darin geschult sind, eine Vielzahl von Aufgaben wie Kundenbetreuung, digitales Marketing und Unterstützung im Immobilienbereich zu übernehmen. Expert VA legt Wert auf einen strukturierten Ansatz in Geschäftsprozessen und bietet Zeiterfassungssoftware an, um die Produktivität zu steigern und Geschäftsinhabern zu ermöglichen, sich auf ihre Kernaktivitäten zu konzentrieren.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

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