Finance Specialist
About the job
- A Bachelor's or Master's degree in Finance, Accounting, or Economics is required.
- At least 3 years of experience in financial planning, risk management, or investment analysis is required.
- Strong knowledge of financial principles, risk modeling, and global compliance regulations is required.
- Advanced proficiency in financial software and data analytics tools such as SAP, QuickBooks, or Tableau is required.
- Advanced English reading comprehension for complex financial statements and regulations is required.
- Advanced English writing ability to prepare detailed financial reports and investment strategies is required.
- Strong professional spoken English for executive and stakeholder engagement is required.
- The ability to interpret data and translate it into actionable insights is required.
- High-level leadership and decision-making capabilities are required.
- A USB headset with noise cancellation and a working webcam are required.
- A main and backup computer, each with a processor of at least 1.8 GHz and at least 4 GB of RAM, are required.
- A wired primary internet connection of at least 25 Mbps and a backup internet connection of at least 10 Mbps are required.
- Applicants must be Filipino candidates.
- Lead financial planning, budgeting, and forecasting processes.
- Conduct financial analysis to support corporate strategic initiatives.
- Oversee cash flow management, financial risk assessment, and investment strategies.
- Ensure compliance with international financial regulations, tax laws, and corporate policies.
- Develop and refine financial models, reports, and key performance indicators for senior management.
- Lead internal and external audits to ensure financial transparency.
- Provide financial recommendations to drive business growth.
- Perform other executive financial tasks as necessary.
About the company
Wing Assistant provides virtual assistant services for businesses, offering dedicated virtual assistants that work remotely on a full-time or part-time basis through a subscription model. Clients hire VAs who handle administrative tasks such as invoicing, payment tracking, and expense recording, while gaining complimentary access to the Wing Task Workspace App for communication, task management, file sharing, and screen recording. The service works by assigning a dedicated VA and, if needed, a Customer Success Manager plus thorough training for assistants to ensure consistent quality. This differentiates Wing Assistant through a strong emphasis on customer support and investment in VA training, with pricing tied to service level and hours required. The company’s goal is to help businesses run more efficiently by providing reliable, scalable administrative support via licensed remote assistants.
Company Size
1,001-5,000
Company Stage
Seed
Total Funding
$2.2M
Headquarters
Berkeley, California
Founded
2018
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Simplify's Take
What believers are saying
- Wing reported 210% annualized growth after $1.4 million revenue-based financing in 2023.
- Its 2026 careers pages show active hiring, suggesting demand and ongoing operational expansion.
- 2026 content marketing around outsourcing and AI services strengthens lead generation against smaller rivals.
What critics are saying
- Wing still relies on low-margin labor subscriptions, exposing it to price wars and churn.
- 2026 job posts tie Wing to M32 AI, signaling uncertain strategic drift from core services.
- The mandatory arbitration terms and security complaints raise client-trust risk before 2027 renewals.
What makes Wing Assistant unique
- Wing bundles dedicated virtual assistants with customer success and task-workspace software.
- Its 2026 hiring pages emphasize global remote coverage across hundreds of open roles.
- Wing markets specialized vertical support, including medical scribing and customer service outsourcing guides.
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Benefits
- Performance Bonus
- Job Security
- Paid Training
- Inclusive Culture
- Upskilling Opportunities
- Remote Work Options
- Exceptionally Supportive Team
- Opportunities for Career Growth
- Company Social Events
- Holiday & Overtime Pay