Financial Services Assistant

About the role

CodeVertex System is seeking a Financial Services Assistant to support financial records, reconciliations, reporting, controls, and accurate analysis. This remote role requires dependable execution, clear communication, strong attention to detail, and consistent handling of business information.

Responsibilities

• Review financial and operational data for accuracy and completeness.
• Prepare reports, reconciliations, and supporting documentation.
• Identify exceptions, discrepancies, and trends and escalate issues appropriately.
• Maintain accurate records while following internal controls and confidentiality requirements.
• Work with cross-functional teams to improve reporting and operational processes.

Qualifications

• Relevant experience or transferable skills aligned with the Financial Services Assistant role.
• Strong written communication, organization, and attention to detail.
• Ability to work independently in a remote environment and meet deadlines.
• Comfort using spreadsheets, documentation tools, and role-relevant systems.
• Ability to handle sensitive information responsibly where applicable.

Skills

• Financial Analysis
• Financial Reporting
• Budget Analysis
• Variance Analysis
• Microsoft Excel
• Reconciliation
• Accounts Payable
• Accounts Receivable
• Financial Modeling
• Forecasting

This 100% remote posting is open to candidates throughout the United States.