Financial Analyst - Wakefield, MA

Virtual•Wakefield, MA

3d•Hybrid

About The Position

Virtual Inc. is seeking a Financial Analyst to help clients make data-driven financial decisions. The role acts as a financial controller and trusted advisor, providing financial analysis, forecasting, and strategic insights. The analyst prepares financial reports and forecasts, develops budgets and financial models, monitors accounting transactions, analyzes budget variances, and supports operational reporting, audits, and 990 preparation. The position is based in a hybrid arrangement, with work from the Wakefield, Massachusetts office two days per week.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
3–5 years of experience in financial analysis, accounting, or a 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 ability to manage competing priorities and meet deadlines in a fast-paced environment.

Responsibilities

Provide financial analysis, forecasting, and strategic insights to clients as a financial controller and trusted advisor.
Prepare and present financial reports and forecasts for client leadership.
Develop budgets and financial models aligned with clients' strategic goals.
Monitor client accounts receivable, accounts payable, and general ledger transactions to support accurate reporting.
Analyze budget versus actual results and explain key variances.
Perform ad hoc reporting and analysis to support operations.
Maintain accurate records and support external audits and 990 preparation.
Recommend and implement process improvements and controls.

Benefits

Medical, dental, and vision insurance, including a free individual medical option.
401(k) savings match.
Unlimited paid vacation time.
Paid parental leave.
Short- and long-term disability coverage.
Supplemental life insurance.
Health care and dependent care Flexible Spending Accounts.
Financial planning workshops.
Pre-paid legal plan.
Discretionary annual bonus and merit increase.
Collaborative, flexible culture that values professional growth and work-life balance.