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Financial Virtual Assistant Jobs in New Rochelle, NY

iCapital

Corporate Finance, FP&A - Associate

New York, NY · On-site

$85K - $115K/yr

... * Assist in preparation of the company's annual budget process across key financial performance ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

iCapital

Corporate Finance, FP&A - Associate

New York, NY · On-site +1

$85K - $115K/yr

... * Assist in preparation of the company's annual budget process across key financial performance ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

Equitable Advisors

Be Seen First

Financial Professional (Entry-Level)

New York, NY · On-site

$34K - $125K/yr (+ commission)

... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...

Broadridge

Lead Financial Analyst, FP&A

New York, NY

$95K - $105K/yr

Partner with the Financial Accounting team to assist with the month-end close to ensure the ... Ability to work in in office and as a virtual team, with colleagues in the multiple locations.

New

Apex Systems

Business Systems Analyst III

Stamford, CT · On-site

... Intelligent Virtual Assistant (IVA) platforms, serving over 30 million customers. The team is ... layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K ...

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Financial Virtual Assistant information

See New Rochelle, NY salary details

$11

$25

$34

How much do financial virtual assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial virtual assistant in New Rochelle, NY is $25.11, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $28.22 per hour, depending on experience, location, and employer.

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.

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 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 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.

What are popular job titles related to Financial Virtual Assistant jobs in New Rochelle, NY?

For Financial Virtual Assistant jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Financial Virtual Assistant jobs in New Rochelle, NY look for?

The top searched job categories for Financial Virtual Assistant jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Financial Virtual Assistant jobs?

Cities near New Rochelle, NY with the most Financial Virtual Assistant job openings:

Financial Virtual Assistant jobs near you

Corporate Finance, FP&A - Associate

iCapital

New York, NY • On-site

$85K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

About the Role
iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making. The FP&A Associate will report into Firmwide FP&A,Vice President.
Responsibilities
  • Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting.
  • Assist in preparation of the company's annual budget process across key financial performance indicators, volume-based inputs and activity and client level detail, while evaluating overall firmwide performance targets.
  • Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads.
  • Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
  • Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
  • Perform sales analytics to support the business development and growth of the firm globally.
  • Support the end-to-end preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
  • Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
  • Assist in completing special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools.

Qualifications
  • 2-5 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm.
  • Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but not required
  • Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom preferred but not required.
  • Able to work with business, sales and department leads on business performance including budgeting, forecasting and advanced analysis
  • Advanced degree and/or credentials desired, such as MBA, CPA, CFA
  • Advanced skills in Excel and PowerPoint
  • Strong organizational, planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
  • Able to manage large sets of data and implement checks and balances
  • Excellent verbal and written communication skills
  • Detailed oriented with big picture capability

Benefits
The base salary range for this role is $85,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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