Senior Accounting & Finance Advisors

What You'll Do5

• Answer general help inquiries and advanced accounting and finance questions through Omni Chat.
• Review financial data to identify trends and produce clear accounting guidance for clients.
• Resolve complex bookkeeping, accounting, and finance issues with attention to US-based SMBs.
• Translate financial analysis into actionable, advisory-based recommendations for business owners.
• Manage client conversations with senior-level judgment, supporting the needs of CFO and Controller-level decision makers.

Requirements5

• 5+ years of professional experience in accounting, bookkeeping, finance, or financial consulting.
• Senior-level background as a CFO, COO with finance oversight, Financial Controller, Financial Director, VP of Finance, or equivalent.
• Proven experience advising three or more organizations, with US-based SMB clients a preference.
• Prior role as a CFO Advisor, Controller, Finance Manager, or Financial Consultant.
• Hands-on ability with QuickBooks Online and comfort answering complex, data-heavy accounting queries through chat.

Who Should Apply

This role suits a senior finance professional who has spent years advising SMB clients and making complex accounting decisions. If your background is limited to internal corporate finance without direct client advisory work, you will struggle in this engagement. Candidates often get rejected when they cannot prove they have advised three or more organizations or when they lack familiarity with US-based SMB accounting practices. The Vetsmith Challenge and client profile screening also filter out applicants who fail to show clear, structured reasoning under pressure.