Budgeting & Forecasting Assistants for Smarter Financial Decisions
Scope of Work
What Your VA Handles
Accurate budgets and reliable forecasts are the foundation of confident business decisions. Stealth Agents budgeting and forecasting assistants build financial models, track performance against plan, conduct variance analysis, and provide the financial intelligence you need—without the cost of a full-time FP&A hire.
- Annual Budget Development
- Rolling Forecasts
- Variance Analysis & Reporting
- Financial Modeling
- Cash Flow Forecasting
- Department Budget Coordination
- KPI Dashboard Development
- Investor & Board Reporting
Why It Works
Built for Results
FP&A Background
Our budgeting assistants have financial planning and analysis experience, with formal accounting or finance education. They understand the difference between activity-based budgeting, zero-based budgeting, and driver-based forecasting—and apply the right approach for your business.
Advanced Modeling Skills
Expert-level Excel and Google Sheets for financial modeling. Experience with three-statement models, DCF analysis, and scenario/sensitivity frameworks that are flexible, auditable, and built to last.
FP&A Platform Proficiency
Experienced with Adaptive Insights, Planful, Vena, Anaplan, Workday Adaptive Planning, and Jirav—plus legacy Excel-based models. We work in your existing environment.
Strategic Insight
Our assistants go beyond number-crunching. They provide analysis-driven insights: what the variance means, what the model implies, and what decisions should be reconsidered based on the data.
Simple Process
How It Works
From your first call to your VA starting work, the whole process takes less than 48 hours.
Our Track Record
Why Stealth Agents
Every Stealth Agent passes multi-stage screening including skills testing, background checks, and communication evaluation. We reject over 99% of applicants so you only work with professionals who are ready to contribute from day one.
Client Reviews
What Our Clients Say
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
Chad Sublet
Business Owner
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
Erika Giron
CEO, Horizon Pacific Staffing
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
Alex Behrens
Client since Oct 2024
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
Aisha Wonderfull
CEO, Publishing Startup
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
Owen Hone
Multiple Hire Client
“Great communication, efficient and proactive assistant, visible business growth.”
Sarah Jacoby
Client
“The team learned my brand and goals and transformed my business. My dream team.”
Martine Cadet
Client
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
Chad Sublet
Business Owner
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
Erika Giron
CEO, Horizon Pacific Staffing
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
Alex Behrens
Client since Oct 2024
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
Aisha Wonderfull
CEO, Publishing Startup
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
Owen Hone
Multiple Hire Client
“Great communication, efficient and proactive assistant, visible business growth.”
Sarah Jacoby
Client
“The team learned my brand and goals and transformed my business. My dream team.”
Martine Cadet
Client
“We especially appreciate how diligent and pleasant Evy is. True pros.”
Rich Cochran
Client
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
George Assi
2-Year Partner
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
Lee Maasen
Business Owner
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
Kevin Carabajal
Client
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
Lynda Sunshine West
Client
“The easiest VA onboarding process. Communicative and helpful throughout.”
McKay Jaeckel
First-Time Hire
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
Evan
Long-Term Client
“We especially appreciate how diligent and pleasant Evy is. True pros.”
Rich Cochran
Client
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
George Assi
2-Year Partner
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
Lee Maasen
Business Owner
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
Kevin Carabajal
Client
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
Lynda Sunshine West
Client
“The easiest VA onboarding process. Communicative and helpful throughout.”
McKay Jaeckel
First-Time Hire
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
Evan
Long-Term Client
Common Questions
Frequently Asked Questions
Ready to Hire a Budgeting & Forecasting Assistant Services?
Free 30-minute consultation. Matched with a pre-vetted assistant within 48 hours. Book a call to get started.