Senior Financial Analyst

New
V
Veta VirtualHome Services
Currently based in Latin America (LATAM) or Europe, Availability to overlap with U.S. Eastern business hours for daily coordination.Full-TimeSenior
Salary not disclosed
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Job Details

Languages
Strong written and spoken English
Experience
5+ years
Required Skills
Microsoft ExcelFinancial analysisGoogle SheetsQuickBooksCRM

Requirements

  • 5+ years of professional experience in accounting, financial analysis, FP&A, or business operations.
  • Proven experience with job costing and understanding its impact on gross margin reporting.
  • Advanced proficiency in Microsoft Excel or Google Sheets, including pivot tables, lookups, and nested logic.
  • Working knowledge of QuickBooks, specifically class and location tracking in multi-entity environments.
  • Experience working with CRM or field service management platforms.
  • Strong written and spoken English for documentation and weekly video calls with U.S. staff.
  • Ability to work in a self-directed manner with obsessive attention to detail.
  • Capacity to clearly communicate problems and discrepancies to stakeholders.
  • Availability to overlap with U.S. Eastern business hours for daily coordination.
  • Must be currently based in Latin America (LATAM) or Europe.

Responsibilities

  • Trace every expense to the correct job, department, and category to eliminate miscoded spend.
  • Manage purchase order accuracy from issuance through reconciliation and support revenue, COGS, and gross profit reporting.
  • Reconcile data between field service platforms, QuickBooks, and CRM to identify discrepancies.
  • Produce accurate, timely commission reports and resolve technician disputes.
  • Develop and maintain department-level performance dashboards and KPI tracking for ownership.
  • Oversee CRM data hygiene, including tag structures, duplicate management, and pipeline data integrity.
  • Draft and implement data standards to ensure information remains clean as the company scales.
  • Investigate and report on margin erosion, cost creep, and pricing problems.
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