Note: The job is a remote job and is open to candidates in USA. Visible equips founders and investors with tools to collect portfolio data, monitor performance, report to limited partners, and raise capital. The Financial Analyst, Services and Onboarding role supports venture capital firms by processing and validating portfolio data, improving AI-enabled workflows, and providing customer support.
Responsibilities
- Ingesting and processing portfolio data provided by portfolio companies to venture capital firms. This includes portfolio company updates and data collected directly through the Visible application
- Extracting, transforming, and mapping raw data from a variety of formats (Excel, PDF, CSV, etc.) into structured data used within the Visible platform
- Verifying data accuracy against source documentation, ensuring all figures and qualitative information are faithfully represented. You will act as our “Human in the Loop” as we refine our AI parsing engine
- Collaborating cross-functionally with Customer Success and Product Support teams to ensure data workflows align with client expectations
- Taking ownership of our internal AI agent workflows and prompt design, ensuring continuous improvement in data processing automation and operational efficiency
- Testing, evaluating, and refining prompt structures and automation protocols to maximize accuracy and performance
- Working closely with engineering, product, and operations to scale our use of AI in customer workflows and internal tooling
- Providing both reactive and proactive support to customers on product-related questions and requests
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline
- 2+ years of experience working with financial and operational data, ideally in a finance, accounting, or business context
- Strong proficiency in data manipulation and working with software applications (e.g., Excel/Google Sheets), with the ability to interpret and translate unstructured data into structured formats
- Excellent organizational and communication skills—capable of managing large data sets and client interactions simultaneously with attention to detail
- Self-starter with a high degree of ownership, reliability, and the ability to thrive in a remote, fast-paced, and evolving environment
- You operate with a bias for action and speed—you're efficient at turning insights into changes that have real impact
- You want to be part of a small, growth-minded team
- Remote-first role open to candidates across the US, with a preference for those based in or near Austin, Chicago, Denver, or Indianapolis
- Workday must overlap by at least 6 hours with Chicago, IL, USA
- CPA designation is preferred
- Experience working at a high-growth B2B SaaS company
- Experience working in venture capital, private equity, or financial services
- Familiarity with portfolio company reporting, including investor updates and KPI reporting
- Experience working with or managing AI tooling, including prompt engineering and performance evaluation
Benefits
- Equity in the company
- Fully remote work
- We provide the tools you need to get your job done.
- 100% Health, Dental, and Vision coverage + 401(k)
- Two paid team offsites per year
- Unlimited PTO
- If you’d like to work in a coworking space or upgrade your home office, we’re happy to help.
- A team that makes you feel cared for.
- The small project in the interview process will take less than a day to complete, and we will pay you for your work.
Company Overview