Financial Analyst

We are seeking a highly organized, detail-oriented, and analytical Financial Analyst to support the company’s financial operations and provide accurate, timely financial information to leadership. This role will be responsible for bookkeeping, financial reporting, profit and loss analysis, account reconciliation, budgeting, and helping leadership understand the financial health and performance of the business.

The ideal candidate has strong accounting and bookkeeping knowledge, excellent attention to detail, and the ability to turn financial data into clear, actionable insights. This person must be trustworthy, organized, and comfortable working with sensitive financial information.

Requirements

Key Responsibilities:

Bookkeeping & Accounting

• 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 accurate records in QuickBooks or other accounting software.
• Identify and resolve discrepancies in financial records.
• Assist with month-end and year-end closing processes.

Financial Reporting

• Prepare monthly and quarterly financial reports.
• Prepare and analyze Profit & Loss (P&L) 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.

Financial Analysis

• 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.

Administrative & Financial Support

• 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.

Qualifications & Skills:

• 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 Qualifications

• Experience working with small to mid-sized businesses.
• Experience with budgeting and financial forecasting.
• Experience preparing management-level financial reports.
• Familiarity with accounts payable and accounts receivable.
• Experience working with multiple companies, entities, or business units.
• Knowledge of cash-flow management and financial KPIs.
• Experience working with contractors, home-service businesses, or other service-based companies is a plus.

Core Skills

• Bookkeeping
• QuickBooks
• Profit & Loss Analysis
• Financial Reporting
• Account Reconciliation
• Budgeting & Forecasting
• Cash Flow Analysis
• Accounts Payable & Receivable
• Microsoft Excel / Google Sheets
• Financial Data Analysis
• Attention to Detail
• Confidentiality & Financial Integrity
• Organization & Time Management

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

Schedule:

• 40 hours per week
• Monday to Friday
• Night shift - PH time