Job Highlights:

• Contract type: Independent Contractor
  

• Schedule: Monday to Friday, 8am to 5pm Eastern with an hour unpaid break 

 

Company Overview

We are a boutique advisory firm that partners with entrepreneurs and growing businesses to raise capital, secure government incentives, manage lender relationships, execute mergers and acquisitions, and navigate complex business situations.

 

Our team combines deep transactional expertise with strategic insight to help clients unlock long-term value. We work closely with ambitious companies, providing practical advice, tailored solutions, and hands-on execution aligned with shareholder priorities and long-term vision.

 

Position Overview

We are seeking a detail-oriented and proactive Virtual Analyst & Operations Associate to support both the operational and analytical functions of our advisory practice. This role begins with a strong operational and administrative foundation and evolves into deeper involvement in financial analysis, research, project execution, and client-facing deliverables.

 

The ideal candidate is highly organized, analytically minded, and comfortable working in a fast-paced, remote advisory environment. This role requires professionalism, discretion, and the ability to manage sensitive financial and strategic information.

 

Key Responsibilities

Operations & Administrative Support

• Manage corporate expenses, reimbursements, and invoicing

• Maintain and update CRM and internal database systems (HubSpot)

• Organize and maintain digital files, records, and data rooms (OneDrive)

• Ensure confidentiality, accuracy, and security of sensitive information

• Manage limited executive calendar coordination and meeting logistics

• Prepare, format, and edit correspondence, presentations, and internal documents

• Perform financial statement data input and reconciliation in Excel

• Support marketing execution, including newsletters, webinars, and virtual events

Project Coordination & Execution

• Track project timelines, milestones, and deliverables across engagements

• Provide regular project status updates to internal stakeholders

• Coordinate follow-ups and action items from internal and client meetings

• Gradually assume ownership of defined workstreams and project components

Research & Financial Analysis

• Conduct market, industry, and client research to support advisory engagements

• Assist with due diligence by gathering, organizing, and reviewing documentation

• Prepare research summaries, analytical reports, and presentation materials

• Build, maintain, and update financial models for client and prospect engagements

• Support the drafting of government incentive applications and confidential information memorandums (CIMs)

• Develop, manage, and maintain a government incentives database, including program criteria, deadlines, and timelines

 

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, Management, or a related field

• 1–3 years of experience in finance, consulting, operations, analytics, or professional services support roles

• Strong proficiency in Microsoft Excel, including formulas, data analysis, and financial statement modeling

• Experience using CRM platforms, preferably HubSpot

• Proficiency with cloud-based document management tools (OneDrive, Google Drive)

• Strong analytical, organizational, and time-management skills

• Excellent written and verbal communication skills

• High attention to detail and accuracy, especially with financial and confidential data

• Ability to work independently in a remote environment and manage multiple priorities

• Professional discretion and sound judgment when handling sensitive information

• Strong interest in corporate finance, advisory services, capital raising, M&A, or government incentives

 

Benefits

Independent Contractor Perks:

• HMO Coverage

• Permanent Work from Home

• Immediate Hiring

• Steady Freelance Job

 

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Job ID: 45054379582