Finance & Analytics Virtual Assistant

Posted 3 weeks ago

Worldwide

Summary

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/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $5.00

    -

    $15.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Accounting Principles & Practices
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Oct 30, 2022
  • United Kingdom
    London11:23 PM
  • $1.2K total spent
    16 hires, 0 active

Explore similar jobs on Upwork

Microsoft Excel
Financial Modeling
Visual Basic for Applications
Financial Analysis
Data Entry
Spreadsheet Software
Data Visualization
Founding Revenue AssociateHourly‐ Posted 4 weeks ago
Business Development
Sales Development
Lead Generation

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers 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

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo