Senior Financial Analyst
Veta Virtual
Job description
About the role
Veta Virtual is seeking a Senior Financial Analyst to join a multi‑brand home services client on a 100% remote basis. You will act as the bridge between accounting, operations, and sales, ensuring financial data integrity across all business units.
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 by brand, department, and job.
- Reconcile data across the field‑service platform, QuickBooks, and CRM to prevent breaks before they affect the P&L.
- Produce accurate, on‑time commission reports and support multi‑brand budgeting and expense planning.
- Build and maintain department‑level performance dashboards, KPI tracking, and regular reporting packages for ownership.
- Maintain CRM data hygiene, including consistent tagging, duplicate detection, and clean pipeline/job‑status 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 understanding of its impact on gross margin.
- Advanced Excel/Google Sheets expertise (pivot tables, lookups, nested logic).
- Working knowledge of QuickBooks in a multi‑entity environment.
- Experience with a CRM or field‑service management platform and quick learning ability.
- Excellent written and spoken English for weekly video calls and documentation.
- Obsessive attention to detail and the judgment to prioritize discrepancies.
- Self‑directed and able to raise issues clearly with stakeholders.
Required skills
- Excel
- Google Sheets
- QuickBooks
- CRM (field‑service management platform)
What we offer
- Competitive salary paid in USD
- 100% remote work environment
- Opportunity to shape financial processes for a growing home‑services business
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Published 1 month ago
Expires 3 weeks from now
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Veta Virtual