Financial Analyst Virtual Assistant

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The Financial Analyst Virtual Assistant responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, building financial models including sales reporting & forecasting. The Financial Analyst Virtual Assistant will also be responsible for providing financial guidance and assisting with monthly close processes. The Financial Analyst Virtual Assistant should be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. The Financial Analyst Virtual Assistant should also have strong analytical, organizational, and problem-solving skills. 

The Financial Analyst Virtual Assistant Responsibilities:

  • Work with a diverse team located across the world
  • Learn about investment and acquisition strategies
  • Review and analyze financial statements and reports for diverse business units
  • Track KPIs and prepare financial reports
  • Assist with budgeting and monthly close processes
  • Assist project teams & internal business owners with financial guidance
  • Develop financial projections and build financial models
  • Perform research and analysis as required

The Financial Analyst Virtual Assistant Requirements

  • Bachelor's degree in finance, accounting, or a related field
  • Solid experience in financial planning, analysis, modeling, and forecasting
  • Self-starter and ability to take end-to-end ownership of projects
  • Strong analytical thinking and problem-solving skills, comfortable in a fast-paced data-driven business environment with the ability to multitask
  • Proven ability to prioritize effectively, achieve commitments and deliver results

Financial Analyst Virtual Assistant – US & CanadaAre you looking for a Financial Analyst Virtual Assistant? Take a look at our Job Descriptions Board for US & Canadian companies.

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