Financial Analyst - Wakefield, MA

Virtual, Inc; Wakefield (MA); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Free individual medical option

401(k) match

Unlimited PTO

Paid parental leave

Job summary

Virtual Inc, headquartered in Wakefield, MA, is seeking a Financial Analyst to help clients make data-driven financial decisions. You will analyze accounting data, build budgets and models, and provide trusted financial insights.

The role requires a Bachelor's in Accounting or Finance and 3–5 years of experience, proficiency with QuickBooks and Excel, and strong communication to present forecasts to client leadership. Hybrid work 2 days/week in Wakefield.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3-5 years of experience in financial analysis, accounting, or similar role.
• Ability to analyze and interpret financial statements.
• Proficiency with QuickBooks or comparable accounting software.
• Intermediate Excel skills and comfort with financial modeling.
• Strong analytical, problem-solving, and communication abilities.
• Proactive, detail-oriented mindset and the ability to manage competing priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Act as a financial controller and trusted advisor for our clients—providing financial analysis, forecasting, and strategic insights.
• Prepare and present clear, insightful financial reports and forecasts for client leadership.
• Develop budgets and financial models aligned with clients' strategic goals.
• Monitor client's A/R, A/P, and general ledger transactions for accurate reporting.
• Analyze budget vs. actuals and explain key variances.
• Perform ad hoc reporting and analysis to support the operations.
• Maintain accurate records and support external audits and 990 preparation.
• Recommend and implement process improvements and controls.

Skills

Financial analysis

Accounting

Communication

Problem solving

Deadline driven

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks

Excel

Job description

Summary:

Join our team as a Financial Analyst and help clients make data-driven financial decisions that fuel their success. We're looking for a candidate who's passionate about making an impact- someone who enjoys digging into accounting data, building trusted client relationships, and turning numbers into insights that drive meaningful progress.

Location: We're looking for local candidates to work out of our Wakefield, MA office 2 days/week.

Here's what you'll do:

• Act as a financial controller and trusted advisor for our clients- providing financial analysis, forecasting, and strategic insights.
• Prepare and present clear, insightful financial reports and forecasts for client leadership.
• Develop budgets and financial models aligned with clients' strategic goals.
• Monitor client's A/R, A/P, and general ledger transactions for accurate reporting.
• Analyze budget vs. actuals and explain key variances.
• Perform ad hoc reporting and analysis to support the operations.
• Maintain accurate records and support external audits and 990 preparation.
• Recommend and implement process improvements and controls.

As our next Financial Analyst, you will bring:

• Bachelor's degree in Accounting, Finance, or a related field.
• 3-5 years of experience in financial analysis, accounting, or similar role.
• Ability to analyze and interpret financial statements.
• Proficiency with QuickBooks or comparable accounting software.
• Intermediate Excel skills and comfort with financial modeling.
• Strong analytical, problem-solving, and communication abilities.
• A proactive, detail-oriented mindset and the ability to manage competing priorities and meet deadlines in a fast-paced environment.

Why You'll Love Working Here:

• Salary Range: $65,000–$80,000 USD annually.
• Hybrid schedule: 2days/week in our Wakefield, MA office.
• Robust benefits: free individual medical option, 401(k) match, unlimited PTO, paid parental leave, and more.
• Collaborative, flexible culture that values professional growth and work-life balance.

The target hiring range for this role is $65,000-$80,000 USD (annually). The starting base salary will be determined based on skills, experience, location, and other job-related factors. In addition, our total rewards package includes a robust medical, dental, and vision insurance plan (free option available for individuals); generous short- and long-term disability, supplemental life insurance, health care and dependent care, Flexible Spending Accounts, 401(k) savings match, paid parental leave, financial planning workshops, pre-paid legal plan, discretionary annual bonus and merit increase, and unlimited paid vacation time.

About Virtual Inc:

Virtual Inc. was founded in 1999 and is headquarted in Wakefield, MA.

We are more than a professional services firm. We've helped some of the world's leading global membership organizations Make Their Mark on the World. Whether bringing new groups to life or getting existing groups unstuck, we deliver extraordinary results and game-changing growth for our global portfolio of clients; a lineup of who's who of tech leaders, standards trailblazers, certification bodies, open-source powerhouses, and professional societies - many comprised of some of the largest brands in the world.

At Virtual, you'll be part of a team that truly lives its values every day - trust, respect, inclusion, innovation, service excellence, empowerment, teamwork, generosity, and fun - and it's why we've been recognized twice as a Best Place to Work.