
CPA Financial Analyst
Bold Business
full-time
Posted on:
Location Type: Remote
Location: India
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Tech Stack
About the role
- Manage day-to-day accounting transactions including general ledger entries, accounts receivable, cash activity, and reconciliations using QuickBooks
- Execute and support month-end close activities, including journal entries, account reconciliations, and supporting schedules
- Prepare, review, and analyze monthly financial statements and management reports
- Support statutory, investor, and internal compliance reporting, ensuring accuracy and timeliness
- Assist in budgeting, forecasting, and variance analysis, identifying trends and key drivers
- Build, maintain, and improve Excel-based financial models, reports, and automation templates
- Ensure adherence to internal controls, documentation standards, and parent company policies
- Respond to internal and external financial inquiries and communicate financial information clearly to non-finance stakeholders
- Support ad-hoc financial analysis, accounting research, and process improvement initiatives
Requirements
- 3–5 years of relevant experience in accounting, audit, financial analysis, or taxation
- Certified Public Accountant (CPA) – required
- Bachelor’s degree in Accountancy or related field
- Hands-on experience with QuickBooks – mandatory
- Strong Excel proficiency (pivot tables, XLOOKUP/VLOOKUP, advanced formulas; Power Query/VBA is a plus)
- Experience with Excel-based automation tools or workflow automation
- Solid understanding of financial reporting, month-end close, and accounting principles
- Ability to work independently in a fully remote, process-driven environment
- Strong analytical, communication, and attention-to-detail skills
Benefits
- 100% remote, work-from-home role
- Ownership of key accounting and financial analysis processes
- Exposure to investor reporting and compliance
- Structured processes with support from experienced finance leaders
- Opportunity to deepen skills in automation, reporting, and end-to-end finance operations
- Collaborative and supportive global team
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
general ledger entriesaccounts receivablecash activityjournal entriesaccount reconciliationsfinancial statementsbudgetingforecastingvariance analysisfinancial modeling
Soft skills
analytical skillscommunication skillsattention to detailindependenceprocess improvement
Certifications
Certified Public Accountant (CPA)