Senior Financial Analyst

Posted 4 Hours Ago
Be an Early Applicant
7 Locations
In-Office or Remote
Senior level
Information Technology
The Role
Own financial data integrity across a multi-brand home services business: trace and correct expenses, ensure PO and job costing accuracy, reconcile field service platform, QuickBooks, and CRM, produce commission reports, maintain KPIs and dashboards, write data standards, and investigate margin and variance issues while coordinating with ownership, accounting, operations, and sales.
Summary Generated by Built In

Launch Your Next Successful Chapter with Veta Virtual! 🚀

💸 Competitive Salary in USD  |  🌍 100% Remote  |  📊 Financial Data Integrity & Job Costing  |  🏠 Home Services & Trades Industry

Veta Virtual is hiring a Senior Financial Analyst for one of our clients — a multi-brand home services company spanning residential garage doors, commercial dock and door, and high-end outdoor living. Roughly 90% of their financial infrastructure is already in place. They need one person to own the last 10% and keep it airtight permanently. This is not a report-running role — you'll get into every part of the business, find where the numbers break, and fix it. You'll work directly with ownership as the connective tissue between accounting, operations, and sales.

🔑 Your Role:

Your day-to-day will involve:

  • Tracing every expense to the correct job, department, and category — eliminating unassigned or miscoded spend entirely.
  • Owning purchase order accuracy from issue through receipt and reconciliation, and supporting revenue, COGS, and gross profit accuracy by brand, department, and job alongside the bookkeeping team.
  • Reconciling data across the field service platform, QuickBooks, and CRM — catching breaks before they reach a P&L.
  • Producing commission reports that are accurate, on time, and defensible when a technician disputes a number.
  • Supporting budgets and expense planning across multiple brands and entities.
  • Building and maintaining department-level performance dashboards, KPI tracking, and a consistent reporting cadence — including weekly and monthly packages for ownership.
  • Owning CRM data hygiene — consistent tag structures across all brands, duplicate detection and merges, and clean pipeline and job-status data that can be reported on without caveats.
  • Writing the data standards that keep information clean as the company adds locations and headcount.
  • Flagging margin erosion, cost creep, pricing problems, and outlier jobs before they compound — investigating variances and bringing answers, not just questions.

✅ What You'll Need:

  • 5+ years in accounting, financial analysis, FP&A, or business operations — ideally with experience touching both the general ledger and the operational systems feeding it.
  • Genuine job costing experience — you understand exactly why an expense hitting the wrong job destroys gross margin reporting.
  • Advanced Excel / Google Sheets skills — pivot tables, lookups, nested logic, and clean model structure. This will be tested before hiring.
  • Working knowledge of QuickBooks, including class and location tracking in a multi-entity environment.
  • Experience with a CRM or field service management platform, and comfort learning new systems quickly.
  • Strong written and spoken English — you'll be on weekly video calls with U.S. staff and writing documentation others must follow.
  • Obsessive attention to detail, paired with the judgment to know which discrepancies actually matter.
  • Ability to raise problems clearly and directly with people who don't report to you.
  • Self-directed — you'll inherit an environment that's mostly built and be trusted to finish it.
  • Availability to overlap with U.S. Eastern business hours for daily coordination.
  • Bonus: SQL experience, or prior work supporting a U.S.-based trades, construction, or home services company.
  • To be considered for this role, you must be currently based in Latin America (LATAM) or Europe.

💼 What We Offer:

  • 💸 Competitive salary in USD — paid consistently every month.
  • 🌴 10 paid vacation days per year plus all U.S. federal holidays.
  • 💻 100% remote — work from anywhere in LATAM or Europe with a professional home setup.
  • 📈 Direct access to ownership — a weekly video call with the owner, and real influence over the standards the company runs on going forward.
  • 🤝 A collaborative culture through Veta Virtual and our client where your judgment and follow-through are trusted from day one.

Ready to Apply?

If you are ready to own financial data integrity across a growing multi-brand business and close the gaps others have missed — apply now and launch your next chapter with Veta Virtual. Once you apply, you will be invited to complete a short 2-minute video question as part of our screening process. We can't wait to meet you!

Skills Required

  • 5+ years in accounting, financial analysis, FP&A, or business operations
  • Genuine job costing experience
  • Advanced Excel / Google Sheets skills (pivot tables, lookups, nested logic)
  • Working knowledge of QuickBooks including class and location tracking in multi-entity environments
  • Experience with a CRM or field service management platform
  • Strong written and spoken English
  • Obsessive attention to detail and sound judgment about material discrepancies
  • Ability to raise problems clearly and directly with non-reporting stakeholders
  • Self-directed with ability to finish and own projects
  • Availability to overlap with U.S. Eastern business hours
  • Currently based in Latin America (LATAM) or Europe
  • SQL experience or prior work supporting U.S.-based trades, construction, or home services (bonus)
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The Company
HQ: Toronto
20 Employees

What We Do

We help business owners to free up their time and increase revenue by handling their phone calls so they don't miss an important call! We offer all of the benefits of an in-house receptionist for a fraction of the price

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