Financial Analyst - Wakefield, MA

WANTED: We're seeking an experienced Financial Analyst to provide strategic financial insight and support for our clients. In this client-facing role, you will partner across all levels of the organization to deliver impactful financial planning, reporting, analysis, budgeting, and forecasting. The position offers a dynamic environment where you'll balance independent ownership with strong collaboration to drive results.

Location: We're looking for local candidates to work out of our Wakefield, MA office 3 days/week.

Here's what you'll do:

• Act as a financial controller for Virtual's clients, providing guidance through financial analysis, planning and projections
• Prepare financial reports and forecasts and may present to stakeholders to make informed financial decisions
• Assist with budget creation according to the respective organization's strategic goals and historical data
• Monitor client's A/R and A/P for accurate reporting
• Code data for input to financial systems according to organization's procedures
• Develop financial models and ad hoc reports as needed
• Reconcile bank statements, forecasts, and other financial reports
• Post adjustments and other journal entries at the end of the fiscal period
• Report and analyze actual vs. budget reports to identify and explain variances
• Perform ad hoc reporting and analysis to support the operations
• Maintain records of all financial documents with appropriate supporting material
• May recommend, design, and implement any necessary department controls and procedures
• Coordinate and prepare pertinent information for external accounting firms and auditors, including 990 preparations

As our next Financial Analyst, you will bring:

• Bachelor's degree in Accounting or Finance (or equivalent)
• 3-5 years of related work experience across multiple facets of accounting such as A/P, A/R, G/L, Payroll, etc. or in a financial support role providing research and analysis of accounting data
• Proficiency in QuickBooks or similar bookkeeping/accounting software
• Intermediate Excel and Microsoft Office suite skills
• Intermediate level analytical and financial modeling skills
• Ability to analyze and interpret financial statements
• Ability to handle competing priorities in a fast-paced environment and meet deadlines
• Strategic and detail-oriented mindset
• Excellent time management and organizational ability
• Proficient presentation, verbal and written communication skills
• Willingness to work longer hours when necessary

The target hiring range for this role is $65,000-75,000 USD (annually). The starting base salary will be determined based on skills, experience, location, and other job-related factors. In addition, our total rewards package includes a robust medical, dental, and vision insurance plan (free option available for individuals); generous short- and long-term disability, supplemental life insurance, health care and dependent care, Flexible Spending Accounts, 401(k) savings match, paid parental leave, financial planning workshops, pre-paid legal plan, discretionary annual bonus and merit increase, and unlimited paid vacation time.

About Virtual Inc:

Virtual Inc. was founded in 1999 and is headquarted in Wakefield, MA.

We are more than a professional services firm. We've helped some of the world's leading global membership organizations Make Their Mark on the World. Whether bringing new groups to life or getting existing groups unstuck, we deliver extraordinary results and game-changing growth for our global portfolio of clients; a lineup of who's who of tech leaders, standards trailblazers, certification bodies, open-source powerhouses, and professional societies - many comprised of some of the largest brands in the world.

At Virtual, you'll be part of a team that truly lives its values every day - trust, respect, inclusion, innovation, service excellence, empowerment, teamwork, generosity, and fun - and it's why we've been recognized twice as a Best Place to Work.