Virtual Assistant - Business Plan & Financial Modeling

AI overview

Join a supportive team to create professional business plans and financial models while working independently and utilizing advanced tools like Google Sheets and Adobe.

We Clone You is a leading virtual assistant company that specializes in providing virtual assistance to empower businesses of all sizes with world-class virtual assistance. We are currently looking for a motivated Virtual Assistant with expertise in business planning and financial modeling to join our client's team and take their operations to the next level.

In this role, you will be responsible for performing various tasks, including:

  • Create standardized, professional business plans aligned with formal business textbooks and academic standards
  • Write clear, high-quality narrative sections, combining original writing with AI-assisted drafts when appropriate
  • Build, analyze, and interpret financial models and projections using real financial data (bank statements, tax returns, personal income) or pre-revenue assumptions
  • Develop financial forecasts, charts, graphs, and visualizations using Google Sheets and/or Adobe tools
  • Review, edit, and refine AI-generated content to ensure accuracy, coherence, and a natural, human tone
  • Apply structured templates to ensure consistency and high-quality output across all projects
  • Collaborate with leadership to improve workflows, templates, and quality standards as the department scales

Requirements

  • Proven experience creating complete business plans, including both narrative and financial components;
  • Strong writing and editing skills, with the ability to identify and refine AI-generated content;
  • Solid experience building financial models, forecasts, and projections;
  • Advanced proficiency in Google Sheets (formulas, charts, forecasting models);
  • Experience using Adobe tools or similar platforms to create professional visuals and graphics;
  • Ability to work independently, meet quality standards, and deliver polished work without relying on AI to generate final outputs;
  • High attention to detail and ability to follow standardized formats and processes;

Benefits

  • Work from home;
  • Payment in dollars per working hour (40-hour week);
  • Starting salary between 4$ - 8$ per hour depending on your experience, with room for raises based on performance;
  • A workplace that values its people;
  • Professional development opportunities to grow your career;
  • Be part of a supportive team that values your input and achievements;
  • Referral bonus: If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients;

Remember to upload your data in English, please. Including your resume.

Perks & Benefits Extracted with AI

  • Referral bonus of $50: Referral bonus: If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients
  • Remote-Friendly: Work from home

Business consultancy founded in San Diego California dedicated to assisting business owners in expanding their operations by connecting them with top-notch virtual assistants from around the globe.

View all jobs
Salary
$4 – $8 per hour
Report this job
Apply for this job