[Hiring] Virtual Accountant @Fintelligent

Role Description

As a Virtual Accountant at Fintelligent, you own the foundational financial data layer for a portfolio of professional services business owners. You reconcile their accounts, vouch data, and close month-end. More importantly, you are the person who makes sure every number our analysts and CFOs touch downstream is accurate, timely, and trustworthy.

When we help a founder add a million dollars of EBITDA, it is because the data underneath was clean from day one. If you love accounting because you love the data, keep reading. We are looking for you.

What Success Looks Like

• Transactions are coded properly and posted on or ahead of schedule across all assigned clients.
• Issues and questions are surfaced to management or the client immediately and in reasonable batches, not held until close.
• Monthly close deliverables for assigned clients are completed on time enabling reviewers to complete their work before releasing financial reports.
• Clients experience consistent, professional daily communication and feel informed about the status of their books.
• You're not just fixing errors; you're identifying patterns and suggesting solutions. This person improves the work, not just completes it.
• Controllers are able to perform efficient, effective reviews because the underlying work is clean and well-documented.

First 90 Days Wins

• Fully onboarded to our stack and independently managing your assigned portfolio.
• You have completed at least two full monthly close cycles with clean, reviewable work that meets our standards.
• Your clients know who you are, feel supported, and trust you with their books.
• You have identified at least two ideas that use AI or better process to make the work faster or cleaner, and you have brought them to leadership.

Responsibilities (What This Role Will Do)

• Area 1: Transactional Accounting & Month-End Close
  • Perform bank and credit card reconciliations across assigned client portfolio.
  • Process accounts payable and accounts receivable transactions accurately and on schedule.
  • Record payroll journal entries and support revenue recognition entries as directed.
  • Execute month-end close procedures, including preparing appropriate schedules and supporting documentation, delivering reviewable work.
  • Maintain clean, vouchable audit trails for all transactions.
• Area 2: Client Communication & Relationship
  • Communicate directly with founders and client contacts daily to gather information, clarify transactions, and resolve open items.
  • Respond to client inquiries within one business day.
  • Proactively inform clients of status, questions, or delays. Clients should never have to chase us.
  • Represent Fintelligent professionally in all interactions. This person is the face of our accounting work to the client.
• Area 3: Process Improvement & Leverage
  • Follow established procedures and document any deviations or updates.
  • Identify recurring issues or inefficiencies and suggest improvements to Ann or leadership.
  • Actively look for opportunities to use AI and automation to reduce manual effort and improve quality.
  • Document time daily in Teamwork without being chased.

Qualifications

• 5 or more years managing transactional accounting for multiple clients at the same time.
• Backgrounds in outsourced accounting firms, virtual practices, multi-client bookkeeping environments, and public accounting all work.
• Genuinely comfortable talking with founders and business owners about their numbers.
• Fluent in QuickBooks Online, including bank feeds, reconciliations, and month-end close.
• Have hit monthly close deadlines in a high-volume, deadline-driven environment.
• Tech savvy and genuinely knowledgeable about AI.
• A self-starter who takes ownership on a small team.