Hybrid Financial Analyst: Forecasting & Advisory

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. is seeking a Financial Analyst to help clients make data-driven financial decisions and turn numbers into actionable insights.

You’ll dig into accounting data, build trusted client relationships, and provide forecasts, budgets, and financial models in a fast-paced environment. Based in Wakefield, MA, this hybrid role requires 3–5 years of experience, proficiency with QuickBooks or similar software, and strong Excel skills.

Qualifications

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

Responsibilities

• Act as financial controller and trusted advisor for 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 operations.
• Maintain accurate records and support external audits and 990 preparation.
• Recommend and implement process improvements and controls.

Skills

Financial analysis

Excel

Communication

Problem-solving

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks

Job description

Virtual Inc. is seeking a Financial Analyst to help clients make data-driven financial decisions and turn numbers into actionable insights.

You’ll dig into accounting data, build trusted client relationships, and provide forecasts, budgets, and financial models in a fast-paced environment. Based in Wakefield, MA, this hybrid role requires 3–5 years of experience, proficiency with QuickBooks or similar software, and strong Excel skills.