Virtual Accountant

Fintelligent•Chatham, NJ

1d•Remote

About The Position

The Virtual Accountant is a hands-on, client-facing role responsible for the accurate and timely execution of transactional accounting for 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, and 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 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. The role aligns with the Accountant Role Archetype, ensuring foundational transactional data is timely, accurate, and vouchable, with a clean audit trail. Success in this role means transactions are coded properly and posted on or ahead of schedule, issues are surfaced immediately, monthly close deliverables are completed by the 12th of each month, clients experience consistent professional communication, patterns are identified and solutions suggested, and controllers can perform efficient reviews. Within the first 90 days, the successful candidate is expected to be fully onboarded to Fintelligent systems, independently manage their client portfolio, achieve 50% or greater chargeability, complete at least two full monthly close cycles, establish direct communication with assigned client contacts, and identify at least 2 AI-driven improvements.

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.
Worked 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.
Comfort with AI tools and a willingness to experiment with technology to improve workflows.

Nice To Haves

Associate's or Bachelor's degree in accounting, finance, or related field.
QuickBooks ProAdvisor certification.
Experience with Teamwork, Notion, or similar project management and knowledge management tools.

Responsibilities

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 by the 12th of each month.
Maintain clean, vouchable audit trails for all transactions.
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.
Represent Fintelligent professionally in all interactions.
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.