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Senior Financial Analyst – Remote

Veta Virtual

Remote
Remote Senior 🇬🇧 English
Excel Google Sheets QuickBooks CRM

Description du poste

About the role

Veta Virtual is seeking a Senior Financial Analyst to join a fast‑growing multi‑brand home services company. This fully remote position works directly with ownership, bridging accounting, operations, and sales to ensure the financial data is accurate, reliable, and actionable.

Key responsibilities

  • Trace every expense to the correct job, department, and category, eliminating miscoded spend.
  • Own purchase‑order accuracy from issuance through receipt and reconcile revenue, COGS, and gross‑profit metrics by brand and job.
  • Reconcile data across the field‑service platform, QuickBooks, and CRM, catching discrepancies before they affect the P&L.
  • Produce timely, defensible commission reports for technicians.
  • Support budgeting and expense planning across multiple brands and entities.
  • Build and maintain department‑level dashboards, KPI tracking, and regular reporting packages for ownership.
  • Maintain CRM data hygiene, including tag structures, duplicate detection, and clean pipeline data.
  • Write and enforce data standards as the company scales.
  • Identify margin erosion, cost creep, pricing issues, and outlier jobs, investigating variances and delivering solutions.

Required profile

  • 5+ years in accounting, financial analysis, FP&A, or business operations.
  • Hands‑on job‑costing experience with a strong grasp of how mis‑allocation impacts gross margin.
  • Advanced Excel/Google Sheets expertise, including pivot tables, lookups, and complex formulas.
  • Proficiency with QuickBooks in a multi‑entity environment.
  • Experience with a CRM or field‑service management platform and quick learning ability for new systems.
  • Excellent written and spoken English for weekly video calls and documentation.
  • Detail‑oriented with the judgment to prioritize critical discrepancies.

Required skills

  • Excel
  • Google Sheets
  • QuickBooks
  • CRM (field‑service management)

What we offer

  • Competitive salary paid in USD
  • 100% remote work arrangement
  • Opportunity to shape financial processes for a growing industry leader

Questions fréquentes

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