Finance & Analytics Virtual Assistant
Worldwide
We run two fast-growing companies in the online education space and need one sharp, finance-specialist VA to own the numbers end to end — company and personal. You’ll be the person who always knows what’s in the account, what’s owed, what’s going out, and what it means for next month. This is a hands-on finance role for someone who lives in spreadsheets and is obsessive about a number being right. You will work deeply across the founder’s personal finances as well as the businesses — this is a high-trust seat. WHAT YOU’LL OWN • Daily cash position — every morning, a clean read of every bank + card account, across currencies (GBP primary) • Invoicing — create, send, chase. Build and run the invoicing schedule. • Collections — chase everything owed until it’s in. The fastest cash in the business. • Paying invoices + running payroll — you prepare and execute, always under owner approval (nothing moves without sign-off) • Card + account consolidation — one clean source of truth across Wise, Revolut, Chase, Amex • Client cost pass-throughs — track recoverable software costs and recharge clients • Reporting — weekly cash-flow forecast, monthly P&L (company + per-client), software cost report, payroll actuals, debt register WHERE YOU GO DEEP • Founder’s personal finances — full ownership of personal accounts, spending and budget, same rigour as the company • Investments — track positions and performance, report, and model scenarios (you analyse and present; the owner decides) • Debt elimination — map every debt, build a prioritised payoff plan, run it, report progress • Profit + cost analysis — separate real profit from paper profit; show where money leaks and where to cut • Client profit, cost & forecasting — per-client analysis and forward projections so decisions run on numbers YOU’RE A FIT IF YOU • Specialise in finance/bookkeeping — this is your field, not a side skill • Are advanced in Google Sheets / Excel — formulas, trackers, dashboards, forecasting models • Are comfortable with multi-currency, P&L, cash flow, cost analysis and accounting basics • Are detail-obsessed — a wrong number bothers you more than anyone • Are proactive — you send the report before you’re asked • Have excellent English and can overlap UK business hours for the morning report • Can be trusted with sensitive financial access — company and personal DETAILS • Part-Full time · $500–1,000/month USD, based on experience • Paid one-week trial, then locked in • Start within 7 days
- More than 30 hrs/weekHourly
- 6+ monthsDuration
- IntermediateExperience Level
$5.00
-
$15.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- United KingdomLondon11:23 PM
- $1.2K total spent16 hires, 0 active
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by