Finance Operations

Overview

We are seeking a highly detail-oriented, tech-savvy Virtual Finance Operations & Reporting Specialist to support a fast-paced wealth management environment. This role is ideal for someone with a background in finance, analytics, or operations who enjoys working with data, spreadsheets, and performance reporting while collaborating closely with advisors. The ideal candidate is organized, proactive, and comfortable handling complex spreadsheets, learning financial software, and engaging in thoughtful, professional conversations with advisors around goals, metrics, and results.

Key Responsibilities

Data & Spreadsheet Management

• Organize, maintain, and submit detailed spreadsheets with a high degree of accuracy
• Review data for consistency, errors, and completeness
• Assist in preparing recurring and ad hoc reports for internal stakeholders

Financial Software & Model Support

• Learn and assist with building...