Financial Analyst VA

A senior financial analyst who builds forecasts, financial models and board-level reporting from your actual data, turning raw numbers into clear answers about growth, cash runway and where to invest next.

Description

A Financial Analyst VA turns accounting and operational data into forecasts, financial models and reporting that helps management understand growth, cash runway, margins and investment decisions. They can build scenarios, analyse performance, prepare board materials and create automated dashboards. Outsource Teams provides top 1% vetted talent with substantial FP&A, corporate finance or investment experience, no lock-in contracts and a replacement guarantee.

Responsibilities

  • Build and maintain three-statement financial models, forecasts and scenario analyses.
  • Prepare monthly reporting packs comparing actuals to budget and forecast with clear commentary.
  • Analyse revenue, margin, cost and headcount trends and highlight risks and opportunities.
  • Support annual planning and quarterly reforecasts with department leaders.
  • Model the return on proposed investments, hires, pricing changes and new locations.
  • Develop dashboards in Power BI, Tableau or Looker that update automatically from source systems.
  • Prepare board and investor materials, including KPI summaries and cash runway analysis.
  • Maintain data integrity by reconciling model inputs to the accounting system each period.
  • Benchmark performance against industry peers and internal targets.
  • Automate recurring reports using Excel, Google Sheets, SQL or Python.

Software & Tools

Microsoft Excel Power BI Fathom Xero Tableau SQL

Requirements

  • At least 5 years in FP&A, corporate finance, investment banking or equity research.
  • Degree in Finance, Accountancy or Economics; CFA progress or an MBA is an advantage.
  • Expert Excel and Google Sheets modelling with experience in Power BI, Tableau, Looker or Adaptive Planning.
  • Working knowledge of SQL for pulling data from warehouses and ERPs.
  • Writes concise English commentary that executives can act on without a follow-up meeting.
  • Strong understanding of financial statements, unit economics and SaaS or services metrics.
  • Remote-ready with a fast, reliable connection, backup power and overlap with the client's business hours.

Frequently Asked Questions

What can they analyse?

They can analyse revenue, margins, costs, headcount, cash runway and investment opportunities and compare results against budgets and forecasts.

Can they build financial models?

Yes. They can create three-statement models, forecasts, scenario analyses and models for proposed investments, hiring, pricing changes and new locations.

What tools can they use?

They can work with Microsoft Excel, Power BI, Fathom, Xero, Tableau and SQL.

How experienced are the candidates?

Candidates are expected to have at least five years in FP&A, corporate finance, investment banking or equity research.

How much does it cost?

Rates are listed in USD at $9 per hour for entry-level talent, $12 per hour for intermediate and $15 per hour for senior talent. Both full-time and part-time options are available.

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