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Financial Virtual Assistant Jobs in Wisconsin (NOW HIRING)

LifeWise Academy

Volunteer Financial Assistant

Luck, WI · On-site

Overview As the Program Financial Assistant, you will assist the Program Director with managing and ... Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google ...

CLO Virtual Fashion

CLO Virtual Fashion is redefining the future of apparel through cutting-edge 3D clothing simulation ... Financial Reporting and Close Process Management * The successful candidate will assume primary ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Research investment solutions and assist senior advisors with portfolio-related analysis and tasks ... Participants will be required to complete all virtual and in-person requirements and pass all skill ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist ... Client interaction including phone calls, emails, and some face-to-face or virtual meetings

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist ... Client interaction including phone calls, emails, and some face-to-face or virtual meetings

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Financial Virtual Assistant information

What is the difference between Financial Virtual Assistant vs Bookkeeper?

AspectFinancial Virtual AssistantBookkeeper
Primary RoleProvides administrative and financial support, including scheduling, data entry, and basic financial tasksManages day-to-day financial record-keeping, including transactions, invoicing, and reconciliations
CredentialsOften no formal certification; familiarity with financial software helpfulTypically requires bookkeeping certifications or experience
Work EnvironmentRemote, freelance or part-timeCan be remote or in-office, employed or freelance
Industry UsageUsed across various industries for administrative financial supportCommonly employed in small businesses, accounting firms

While both roles support financial tasks, a Financial Virtual Assistant focuses on administrative and support functions, whereas a Bookkeeper handles detailed financial record-keeping. The choice depends on the specific financial tasks needed by the employer.

How much do finance assistants get paid?

Finance virtual assistants typically earn between $15 and $30 per hour, depending on experience, skills, and the complexity of tasks. Salaries can vary based on whether they work freelance or for a company, with some earning annual salaries ranging from $30,000 to $60,000. Advanced skills in accounting software and financial analysis can lead to higher pay.

How to make $1000 a week remotely?

A financial virtual assistant can earn $1000 a week remotely by offering specialized financial support services such as bookkeeping, data entry, or financial analysis to multiple clients. Building a strong client base, developing relevant skills, and using online platforms can help increase earning potential, often requiring consistent work and good time management.

How does a Financial Virtual Assistant typically collaborate with accounting teams and financial advisors remotely?

A Financial Virtual Assistant often works closely with accounting teams and financial advisors by managing schedules, preparing financial reports, and handling communication between clients and advisors. Collaboration is usually facilitated through cloud-based accounting software, shared document platforms, and regular video meetings. This remote setup requires strong organizational skills and clear communication to ensure that all parties stay informed and tasks are completed on time. Building effective digital workflows helps maintain productivity and accuracy, even when working from different locations.

What does a virtual financial assistant do?

A virtual financial assistant provides remote support with financial tasks such as bookkeeping, data entry, invoicing, expense tracking, and financial reporting. They often use tools like spreadsheets and accounting software and may need basic financial knowledge or certifications to perform their duties effectively.

How can I make 2000 a week working from home?

A financial virtual assistant can earn $2,000 a week by offering specialized services such as bookkeeping, financial reporting, or budgeting, often through freelance platforms or direct client contracts. Building a strong skill set in financial software and maintaining a reliable schedule can help increase earning potential, especially with high-demand clients or by charging premium rates for expertise.

What are the key skills and qualifications needed to thrive as a Financial Virtual Assistant, and why are they important?

To thrive as a Financial Virtual Assistant, you need a background in finance or accounting, strong organizational skills, and experience with bookkeeping or financial administration. Familiarity with accounting software such as QuickBooks, Xero, or Excel, as well as secure file-sharing and communication platforms, is typically required. Exceptional attention to detail, time management, and discretion with sensitive information are vital soft skills in this role. These competencies ensure accurate financial record-keeping, efficient remote support, and trustworthy handling of confidential client data.

What is a Financial Virtual Assistant?

A Financial Virtual Assistant is a remote professional who provides administrative and financial support services to businesses, entrepreneurs, or individuals. Their tasks often include bookkeeping, invoice management, expense tracking, financial reporting, and coordinating with accountants or clients. They help streamline financial processes and ensure accuracy in financial records, all while working remotely. By hiring a Financial Virtual Assistant, organizations can save time and focus on core business activities while maintaining organized financial operations.
What are popular job titles related to Financial Virtual Assistant jobs in Wisconsin? For Financial Virtual Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Virtual Assistant jobs in Wisconsin look for? The top searched job categories for Financial Virtual Assistant jobs in Wisconsin are:
Financial Virtual Assistant jobs near you
Infographic showing various Financial Virtual Assistant job openings in Wisconsin as of June 2026, with employment types broken down into 1% As Needed, 79% Full Time, 12% Part Time, 1% Temporary, and 7% Contract. Highlights an 44% Physical, 4% Hybrid, and 52% Remote job distribution.
Volunteer Financial Assistant

Volunteer Financial Assistant

LifeWise Academy

Luck, WI • On-site

Other

Posted 25 days ago

Job description

Overview
As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program.
Job Responsibilities Overview
  • Prepare and maintain an annual budget
  • Log donations and manage records online in The LIST
  • Monitor "declined" donations on The LIST and contact those who had declined donations
  • Send thank-you notes and log sent date in The LIST
  • Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
  • Oversee and approve program expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
  • Review monthly financial reports for accuracy and alignment with the program budget
  • Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
  • Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
  • Use a variety of websites keeping records and logging hours worked
  • Lead the processes for collection and record-keeping of donations for fundraising events

Qualifications and Experience
  • A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Active participation in and commitment to a local church whose doctrine aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Leadership experience in either a professional or volunteer capacity
  • Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace

LifeWise Academy's hiring practices and EEO Statement are fully in compliance with both federal and state law. Federal law creates an exception to the "religion" section of employment discrimination laws for religious organizations and permits them to give employment preference to members of their own religion. LifeWise Academy is in that category.
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