Virtual Accountant

Fintelligent•Chatham, NJ
•$70,000 - $80,000

About The Position

Fintelligent is a fractional finance department serving founders of professional services and SaaS businesses, combining Virtual Accounting, Virtual Analysis, and Virtual CFO services. The Virtual Accountant owns the foundational financial data layer for a portfolio of clients by maintaining accurate, timely, and trustworthy accounting records. This role supports analysts and CFOs by keeping underlying financial data clean and reviewable, and communicates directly with clients about their books.

Requirements

  • At least 5 years of experience 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.
  • Comfort communicating with founders and business owners about their financial numbers.
  • Technology savvy and knowledgeable about AI, with current use of AI in work.
  • Self-starter who takes ownership and works independently without constant oversight.
  • Coachable, clear-thinking, willing to go the extra mile when it matters, and focused on improving the work.

Nice To Haves

  • Experience in an outsourced accounting firm, virtual practice, multi-client bookkeeping environment, or public accounting.
  • Interest in finding ways to use AI or process improvements to make accounting work faster or cleaner.

Responsibilities

  • Reconcile bank and credit card accounts across an 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 daily with founders and client contacts to gather information, clarify transactions, and resolve open items.
  • Respond to client inquiries within one business day and proactively communicate status, questions, and delays.
  • Represent Fintelligent professionally in client interactions.
  • Follow established procedures and document deviations or updates.
  • Identify recurring issues and inefficiencies and suggest improvements to leadership.
  • Look for opportunities to use AI and automation to reduce manual effort and improve quality.
  • Document time daily in Teamwork.
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