Hire a Finance Virtual Assistant

A Finance Virtual Assistant is a remote high-level professional specialized in Financial Planning and Analysis (FP&A) rather than just daily record-keeping. While a bookkeeper focuses on accurately recording past transactions, a Finance VA looks forward, specialized in interpreting data to drive future growth. They handle complex tasks like financial modeling, budget variance analysis, and cash flow forecasting. They act as a fractional financial analyst, helping you translate raw numbers into actionable strategic insights for better business performance.

Our Finance VAs manage advanced workflows including proforma financial modeling, scenario planning, and ROI (Return on Investment) analysis for pending projects. They are skilled in creating detailed departmental budgets, conducting break-even analysis, and maintaining complex financial dashboards. Beyond administrative support, they assist in preparing investor reports, monitoring key performance indicators (KPIs), and ensuring that your financial strategy remains aligned with your long-term business objectives through continuous performance tracking.

Acquisition and fundraising require meticulous data organization and predictive modeling. Our Finance VAs can manage the preparation of "Data Rooms" for due diligence, ensuring all financial documents are compliant and organized. They are experts in building multi-year Discounted Cash Flow (DCF) models and valuation reports that prove your company’s worth to investors or buyers. By maintaining "investor-ready" books and providing clear proforma projections, they significantly increase your credibility and speed during high-stakes financial transactions.

Hiring a Finance VA offers elite-level expertise at a 50-70% lower cost than a local, full-time hire. While a US-based Financial Analyst typically commands $80,000-$100,000 annually plus benefits, specialized Finance VAs range from $20-50 per hour depending on their technical mastery of modeling and FP&A tools. We offer scalable monthly support packages that allow you to access "fractional analyst" talent without the heavy overhead of payroll taxes, 401k contributions, or expensive office space.

Our Finance VAs are power users of modern financial ecosystems. This includes advanced Excel (VBA, Macros) and Google Sheets for custom modeling, as well as specialized reporting tools like Fathom, Jirav, or Profitwell. They are also proficient in integrating these tools with your existing accounting software (QuickBooks/Xero) to automate data flows. This technical proficiency ensures that your financial reports are not just accurate, but generated through robust, scalable systems that provide real-time visibility into your Profit & Loss and Balance Sheet.