Financial Analyst

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Maintain precise and up-to-date financial documentation.

• Accurately categorize and record business transactions.

• Reconcile accounts for banks and credit cards.

• Review both accounts payable and accounts receivable.

• Assist with invoicing, payment processing, and expense monitoring.

• Manage records using QuickBooks or alternative accounting software.

• Identify and rectify discrepancies within financial records.

• Support the month-end and year-end closing processes.

• Prepare monthly and quarterly financial reports.

• Analyze and prepare Profit & Loss statements.

• Review balance sheets, cash flow statements, and other financial documents.

• Track revenue, expenses, gross profit, and net profit.

• Compare actual financial results against budgets and forecasts.

• Provide leadership with concise summaries of financial performance.

• Analyze company expenditures and pinpoint areas for improvement.

• Monitor margins, profitability, and operational expenses.

• Identify financial trends, discrepancies, and potential issues.

• Assist in forecasting revenue, expenses, and cash flow.

• Aid in the development of budgets and financial projections.

• Offer data-driven recommendations to enhance profitability and financial performance.

• Maintain well-organized financial documentation and records.

• Assist leadership with financial inquiries and reporting requests.

• Support tax preparation by ensuring accurate financial records and documentation.

• Collaborate with accountants, bookkeepers, and other financial professionals as necessary.

• Uphold confidentiality regarding company financial information.

• Develop and sustain financial processes and reporting systems as the company expands.

⛳️ Requirements

• 3+ years of experience in bookkeeping, accounting, financial analysis, or a related field.

• Strong grasp of bookkeeping and fundamental accounting principles.

• Proficient in preparing and analyzing Profit & Loss statements.

• Experience with bank and account reconciliations.

• Proficiency in QuickBooks, preferably QuickBooks Online.

• Strong skills in Excel or Google Sheets.

• Ability to analyze financial data and recognize trends or discrepancies.

• Excellent attention to detail and accuracy.

• Outstanding organizational and time-management skills.

• Strong written and verbal communication abilities.

• Capacity to manage confidential financial information discreetly.

• Comfort in working independently and meeting deadlines.

• Preferred: experience with small to mid-sized businesses.

• Preferred: experience in budgeting and financial forecasting.

• Preferred: experience in preparing management-level financial reports.

• Preferred: familiarity with accounts payable and accounts receivable.

• Preferred: experience across multiple companies, entities, or business units.

• Preferred: knowledge of cash-flow management and financial KPIs.

• Experience with contractors, home-service businesses, or other service-oriented companies is a plus.

🏝️ Benefits

• Work-from-home opportunity.

• Chance to contribute to a growing business by improving efficiency and client experience.

• Supportive and collaborative work environment.

• Paid training.

• 40 hours per week.

• Monday to Friday.

• Night shift - PH time.