Hybrid Financial Analyst — Forecasting & Impact

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

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.