LumiMeds is looking for a Finance Analyst to own the invoicing process, budget management, and financial reporting for our Offshore Launch. Your mission is to keep the company financially organized and forward-looking by maintaining clean books, stewarding the budget, and ensuring invoicing is processed smoothly, accurately, and on time.

What You'll Do

Maintain weekly budgets in YNAB, categorize transactions, and prepare allocations.
Update cash flow forecasts to track income and expenses.
Process accounts receivable and accounts payable accurately.
Manage subscription invoices, prepare AR sheets, and participate in monthly audits.
Conduct post-billing checks to ensure all ARs are processed correctly.
Prepare monthly Profit & Loss, Balance Sheet, and Cash Flow reports.
Keep all financial records organized, audit-ready, and aligned with business activity.
Maintain a rolling 3-month forecast and flag risks or opportunities.
Coordinate with HR, Payroll, and Operations to ensure accurate and up-to-date figures.
Participate in financial review checkpoints and assist in reflecting real-time changes in budgets.
Serve as a quality check to catch discrepancies before they become problems.

What We're Looking For

3+ years of bookkeeping, accounting, or finance experience.
Strong knowledge of invoicing and accounts receivable processes.
Mastery of QBO.
Experience preparing financial reports (Profit & Loss, Balance Sheet, Cash Flow).
Proficiency with tools like YNAB (or similar budgeting software), Chargeover, and Google Sheets.
Excellent attention to detail with a process-driven mindset.
Strong communication and collaboration skills to work with cross-functional teams.
Ability to manage time-sensitive tasks and maintain accuracy under deadlines.

Nice to Have

VA or agency background is a plus.

Technical Stack

YNAB
QBO
Chargeover
Google Sheets

Team & Environment

You'll coordinate with HR, Payroll, and Operations teams.

Benefits & Compensation

Compensation: $900 - $1,400 depending on experience
16 Days PTO
Comprehensive HMO policy, including dependents.
Annual continuing education budget to support professional development
13th month pay

Work Mode

This is a global role.

LumiMeds is a people-centered agency with a passion for leaving every person and business in a better position. We foster a people-first, remote environment that values growth, ongoing development, partnership, service, and excellence.