Virtual Accountant

Fintelligent•Chatham, NJ

About The Position

Fintelligent is hiring a Virtual Accountant to manage the foundational financial data layer for a portfolio of professional services business owners. The role is responsible for accurate, timely, and trustworthy accounting data that supports downstream analysis and CFO advice. This includes reconciling accounts, validating transactions, and completing month-end close work. The Virtual Accountant works directly with founders and client contacts, communicates proactively about questions and status, and maintains professional client relationships. The role also contributes to process improvement by identifying recurring issues and opportunities to use AI and automation to make work faster or cleaner. Success includes independently managing an assigned client portfolio, producing clean and reviewable close work, and keeping clients informed and supported.

Requirements

At least 5 years managing transactional accounting for multiple clients simultaneously.
Fluency in QuickBooks Online, including bank feeds, reconciliations, and month-end close.
Experience meeting monthly close deadlines in a high-volume, deadline-driven environment, with the ability to explain how those deadlines were achieved.
Comfort communicating with founders and business owners about their numbers.
Tech savvy and knowledgeable about AI, with existing use of AI in work and interest in expanding its use.
Self-starter who takes ownership and can work on a small team without constant oversight.
Coachable, clear-thinking, and willing to go the extra mile when needed.
Professional, proactive client communication and follow-through.

Nice To Haves

Background in outsourced accounting firms, virtual practices, multi-client bookkeeping environments, or public accounting.
Experience identifying and proposing process improvements, including AI or automation opportunities.

Responsibilities

Perform bank and credit card reconciliations across the 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, prepare appropriate schedules and supporting documentation, and deliver reviewable work on time.
Maintain clean, vouchable audit trails for all transactions.
Communicate directly with founders and client contacts to gather information, clarify transactions, and resolve open items.
Respond to client inquiries within one business day and proactively inform clients of status, questions, or delays.
Represent Fintelligent professionally in client interactions.
Follow established procedures and document deviations or updates.
Identify recurring issues or inefficiencies and suggest improvements to Ann or leadership.
Look for opportunities to use AI and automation to reduce manual effort and improve quality.
Document time daily in Teamwork.