Financial Analyst

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April 2

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Expert VA

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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.

11 - 50 employees

🤝 B2B

🛍️ eCommerce

👥 HR Tech

📋 Description

• This is a remote position. • Overview: We are seeking a detail-oriented and analytical Financial Analyst to support our executive team. • The ideal candidate will excel in data preparation, interpretation, and financial analysis, providing the CEO with actionable insights and strategic recommendations. • Strong analytical skills, proficiency in data visualization, and the ability to translate complex data into clear, impactful reports are essential for this role. • Strategic Recommendations: Identify trends, key metrics, and opportunities for business growth based on data-driven analysis. • Provide actionable insights and recommendations to the CEO to optimize operations, revenue, and profitability. • Research market trends, competitor strategies, syndication and industry benchmarks to support strategic planning. • Syndication Coordination: Coordinate syndication activities, including preparing documentation and facilitating communication between lenders and investors. • Process syndication payments from lenders and distribute syndication payments to investors in a timely manner. • Ensure compliance with syndication agreements and regulatory requirements. • Commissions Management: Calculate and manage commission payments. • Track commission structures and ensure accurate and timely disbursement. • Financial Reporting: Prepare detailed financial reports. • Generate reports on syndication activities, providing insights into performance and projections. • Create reports, charts, and presentations that effectively communicate findings to executives and stakeholders. • Excel Proficiency: Utilize advanced Excel functions for financial analysis and reporting. • Build and maintain spreadsheets to streamline financial processes and reporting.

🎯 Requirements

• Bachelor's degree in Accounting, Finance, or related field. • Proven experience (3+ years) in financial management. • Proficiency in Microsoft Excel (including VLOOKUPs, PivotTables, and complex formulas). • Strong understanding of financial principles and practices. • Excellent attention to detail and organizational skills. • Ability to prioritize tasks and work independently in a fast-paced environment. • Analytical thinker with problem-solving skills. • Strong interpersonal and communication skills. • Ability to maintain confidentiality and handle sensitive information. • Adaptability to evolving responsibilities and business needs.

🏖️ Benefits

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