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Hire Dedicated Offshore Financial Analyst

For USA CPA/EA/Tax, Accounting & Bookkeeping Firms

Scale capacity, reduce overheads, and meet deadlines with dedicated offshore Financial Analyst trained for U.S. workflows, compliance, and busy-season demands.

See Hours Packages
Quick Facts
Experience

2–8+ yrs US accounting exposure

Start

Onboard in 24–72 hrs

Coverage

US day shift or overlap

Engagement

Dedicated resource model

Exuberant Financial Analyst Profile

Qualifications, platforms, and day-to-day responsibilities

Qualifications & Expertise
  • Degree in Accounting/Finance; many with CPA/CA; QuickBooks & Xero Certified Advisors.
  • Strong US GAAP understanding; exposure to IRS forms, 1099/940/941, sales tax, state filings.
  • Proficiency across QuickBooks Online/Desktop, Xero, NetSuite, Sage, Zoho Books, Excel.
  • Bank/credit card reconciliations, month-end close, financial statements, AP/AR, payroll support.
  • Data integrity, documentation, workpapers, and review-ready schedules for CPAs.
Core Responsibilities
  • Daily/weekly Accounting, clean-up & catch-up projects.
  • AR/AP processing, vendor bills, customer invoicing, collections follow-ups.
  • Payroll inputs & journal postings; coordination with payroll providers.
  • Reconciliations: bank, credit cards, loans, merchant processors.
  • Month/quarter/year-end close and management reports (P&L, Balance Sheet, Cash Flow).
  • Sales/use tax support; 1099 preparation assistance; workpapers for tax teams.
  • Client communication via email, portal, and scheduled calls; documentation & SOPs.

Exuberant Accounting Service

CPA & ACCOUNTING FIRM

Accounting
Accounting Seat
Focus on your clients while we handle your Accounting with precision.

The Accounting Seat is tailored for CPA and Accounting firms, offering a dedicated professional to manage day-to-day financial transactions, categorization, and reconciliations. Powered by professionals holding a Bachelor’s degree in Accounting with two years of international accounting experience, this Seat ensures accuracy and compliance in financial record-keeping.

Our Accounting experts seamlessly integrate into your team, supporting smooth operations and providing reliable financial data management.

Scope of Work

Our Accounting experts seamlessly integrate into your team, supporting smooth operations and providing reliable financial data management. Our Accounting experts seamlessly integrate into your team, supporting smooth operations and providing reliable financial data management.

  • Bank and Credit Card Statements CSV Upload through our secure app.
  • Categorization of Bank and Credit Card Feeds for accurate financial reporting.
  • Matching of Deposits to invoices and transaction records.
  • Bank and Credit Card Statements CSV Upload through our secure app.
  • Bank and Credit Card Statements CSV Upload through our secure app.
  • Bank and Credit Card Reconciliation to ensure financial accuracy and completeness.

US $ XXXX per month

US $ XX per hour

Requires minimum 30 hours

Get started now!

📅 FIX APPOINTMENT

What We Solve for CPA & Accounting Firms

Capacity, deadlines, compliance, and cost efficiency

Busy-Season Bottlenecks

Scale your team instantly during peak months without permanent overhead.

Solution: Dedicated capacity
Hiring & Turnover Costs

Avoid recruitment cycles and bench time. Pay only for booked hours.

Solution: Offshore staffing
Deadline Compliance

Consistent close calendars and review-ready workpapers for CPA sign-off.

Solution: US GAAP workflows
Data Integrity Issues

Tight controls, maker-checker, and supporting docs centralized for review.

Solution: Checklists & QC
Tool Fragmentation

We meet your stack: QBO/Xero/NetSuite/Sage, plus Excel-driven schedules.

Solution: Platform flexibility

Financial Services By Experts

Choose the perfect level of Financial Analyst expertise for your business

Features Junior Financial Analyst
Basic transaction support
Senior Financial Analyst
Full-cycle accounting
Experienced Financial Analyst
Advanced financial insight
Responsibilities 🧾 Data collection
🏦 Basic reporting
📥 Variance tracking
📊 Financial modeling
💰 Forecasting & budgeting
📂 Management reporting
📈 Strategic planning
📚 Investment analysis
📑 Executive advisory
Software Proficiency ⦿ Excel / Sheets
⦿ QuickBooks (Basic)
⦿ Google Data Studio
⦿ Microsoft Power BI
⦿ Tableau
⦿ Adaptive Insights
⦿ SAP Analytics Cloud
⦿ Oracle Hyperion
⦿ IBM Planning Analytics
Ideal For ⦿ Startups
⦿ Small businesses
⦿ Early-stage growth firms
⦿ Mid-sized companies
⦿ Investor-backed firms
⦿ Multi-department businesses
⦿ Large enterprises
⦿ Public companies
⦿ M&A-driven entities
Audit Readiness ⚠️ Basic financial summaries
📁 Limited variance checks
📂Detailed financial reports
🔍 Verified forecasts
🧾 Investor-grade reporting
✅ Executive-level compliance
For Prices
10 Hours
Free Trial

Professional Accounting Services You Can Rely On

Try our services with 10 free hours and see why leading USA CPA firms trust Exuberant Global for accurate, cost-effective outsourcing.

Start Your Free Trial

Platforms We Work On

We integrate with your stack to reduce friction

QuickBooks Online/Desktop
Xero
NetSuite
Sage
FreshBooks
Zoho Books
Excel
Gusto/ADP
Exuberant Global

Beyond Hiring: Outsource Your Accounting

Apart from hiring a dedicated financial analyst, you can outsource your complete accounting services to Exuberant. We efficiently handle bookkeeping, payroll, audits, tax preparation and more giving you more time to focus on growing your business.

✅ Reduce costs by up to 60%

✅ Access experienced accounting professionals

✅ Ensure compliance, accuracy, and transparency

Outsource Accounting Now

Workflow Blueprint

Our Optimized Procedure

🔒
Access Setup

Secure credentials and NDA-compliant access granted.

📂
Data Hygiene

We review, organize, and clean your financial records.

💬
Collaboration

Daily updates and transparent reporting keep you informed.

📊
Monitoring

Track progress with shared dashboards and reports.

Quality Review

Maker–Checker reviews ensure accuracy and compliance.

🚀
Stability

Processes stabilized with SOPs and long-term reporting.

Hours Packages

Simple, transparent, and flexible capacity blocks

Part-Time
40 Hours / Month

Ideal for light Accounting or a single client file

  • 2–4 hr US overlap options
  • Fixed monthly block
  • Dedicated accountant
Book This Plan
Full-Time
160 Hours / Month

Dedicated accountant within your team

  • US day shift or overlap
  • Primary + backup coverage
  • Dedicated accountant
Book This Plan

Custom hour blocks are also available. Please contact us through email or call.

Confidentiality, Security & Controls

We maintain enterprise-grade security and firm-level controls to protect your clients’ data.

NDA & Access

Role-based access, client-specific permissions.

Data Hygiene

Secure portals, encrypted channels, SOP checklists.

Maker–Checker

QC reviews, audit trails, approval processes.

US GAAP

Close calendars, tie-outs, schedules.

Free Trial Form

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Let’s Talk About Your Business Needs

Work with our expert consultants to explore tailored solutions, flexible staffing models, and get a free strategy session before you hire.

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