
Senior Accounting & Finance Advisors
Overview
This freelance contract places senior finance experts in a remote advisory role, responding to both routine support requests and complex, data-heavy accounting questions through Omni Chat. You will work in QuickBooks Online, analyze financial data, and deliver guidance that helps business owners act on their numbers. The project runs 10 weeks at up to 40 hours per week, with possible extension. The selection process includes a Vetsmith Challenge and profile screening by clients.
What You'll Do5
- 1Answer general help inquiries and advanced accounting and finance questions through Omni Chat.
- 2Review financial data to identify trends and produce clear accounting guidance for clients.
- 3Resolve complex bookkeeping, accounting, and finance issues with attention to US-based SMBs.
- 4Translate financial analysis into actionable, advisory-based recommendations for business owners.
- 5Manage client conversations with senior-level judgment, supporting the needs of CFO and Controller-level decision makers.
Requirements5
- 15+ years of professional experience in accounting, bookkeeping, finance, or financial consulting.
- 2Senior-level background as a CFO, COO with finance oversight, Financial Controller, Financial Director, VP of Finance, or equivalent.
- 3Proven experience advising three or more organizations, with US-based SMB clients a preference.
- 4Prior role as a CFO Advisor, Controller, Finance Manager, or Financial Consultant.
- 5Hands-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.
Location
Required Skills
Application Tip
In your application and the Vetsmith Challenge, quantify the impact you delivered for each organization you have advised, and name the US SMB clients you worked with. Show that you can move from financial data to clear recommendations.
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How your application is processed
1Application received
Your resume and details are logged the moment you apply.
2ATS + eligibility screening
We check your profile against the role’s skills, seniority, and requirements.
3Employer sees qualified profiles only
Only candidates who clear screening move forward.
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