[Hiring] Virtual Accountant @Fintelligent

Role Description

The Virtual Accountant is a hands-on, client-facing role responsible for the accurate and timely execution of transactional accounting across a portfolio of approximately 15-20 professional services and SaaS clients. Day-to-day work includes:

• Bank and credit card reconciliations
• Accounts payable and accounts receivable processing
• Payroll journal entries
• Revenue recognition support
• Month-end close tasks

This person communicates directly with founders and client contacts daily to gather information, clarify transactions, and resolve open items. This role reports to the Customer Accounting Director (Ann McGrath) and is expected to follow established procedures, surface issues early, and suggest process improvements. Over time, a strong performer in this role will take on more complex clients and contribute to building scalable workflows, including identifying opportunities for AI and automation to reduce manual effort.

This role aligns with the Accountant Role Archetype: ensuring foundational transactional data is timely, accurate, and vouchable, with a clean audit trail.

Qualifications

• Associate's or Bachelor's degree in accounting, finance, or related field preferred but not required. Non-traditional candidates with demonstrated multi-client accounting experience will be considered.
• No licensure required. QuickBooks ProAdvisor certification is a plus.
• Minimum 5 years of experience in a multi-client accounting or outsourced bookkeeping environment.
• Proficiency in QuickBooks Online (required). Experience with Teamwork, Notion, or similar project management and knowledge management tools is a plus.
• Comfort with AI tools and a willingness to experiment with technology to improve workflows.

Requirements

• 5 or more years of experience managing transactional accounting for multiple clients simultaneously.
• Comfortable communicating directly with founders and business owners about their financials.
• Experience in an outsourced accounting firm, virtual accounting practice, or multi-client bookkeeping environment.
• Proficient in QuickBooks Online and experienced with bank feeds, reconciliations, and month-end close.
• Track record of meeting deadlines in a high-volume, deadline-driven environment.

Benefits

• Fully onboarded to Fintelligent systems (QuickBooks, Teamwork, Notion, communication tools) and independently managing assigned client portfolio within 30 days.
• Achieved 50% or greater chargeability within 30 to 45 days.
• Completed at least two full monthly close cycles with clean, reviewable work that meets Fintelligent's standards and playbooks.
• Established direct communication with assigned client contacts. Clients know who this person is and feel supported.
• Identified at least 2 AI-driven improvements that reduce work or review time.

Company Description

Fintelligent is committed to providing exceptional accounting services, ensuring clients experience consistent, professional daily communication and feel informed about the status of their books.