THRV Capital Inc. dba CounselFi Senior Accountant Remote · Full time Company website

At CounselFi, we empower small businesses with strategic, cost-effective financial solutions as a leader in Fractional CFO services. We’re seeking a Senior Accountant to manage a diverse client portfolio, delivering expert financial guidance, audit-level assurance, and actionable strategies. If you have client-facing accounting experience, a proactive mindset, and a passion for making a meaningful impact, join us in reshaping small business finance.

Description

About Us

At CounselFi, we are on a mission to revolutionize the Fractional CFO model, empowering small businesses with impactful, cost-effective financial support. As a certified B-Corp and a leader in Finance as a Service (FaaS), we partner with startup founders and small business owners across a range of industries, delivering strategic finance advice that drives success.


We pride ourselves on overhauling the back-office experience by putting strategy at the forefront of decision-making. Our team of experts operates as strategic advisors, guiding clients with sound financial strategies, efficient capital management, and in-depth business consulting. If you’re passionate about making a meaningful impact and thrive in a fast-paced, collaborative environment, we’d love to meet you.

The Role


We are seeking a Senior Accountant who is more than just a numbers person. This critical role combines the technical expertise of an auditor with the charisma to be lovable in the process. You will work closely with a portfolio of small business clients, helping them navigate the complexities of finance with a strategic mindset and hands-on support. Experience working for an accounting firm managing clients is required, and construction industry experience is a definite plus.


What You’ll Do


  • Manage a portfolio of small business clients across various industries, acting as their go-to financial advisor.
  • Conduct detailed financial reviews with a keen eye for accuracy, compliance, and opportunities for improvement.
  • Provide audit-level assurance and build trust with clients by communicating insights clearly and positively.
  • Develop and maintain strong client relationships, ensuring their financial goals are met with actionable strategies.
  • Oversee financial reporting, including the preparation of monthly financial statements, forecasts, and budgets.
  • Collaborate with internal CounselFi teams to deliver seamless CFO, accounting, and bookkeeping services.
  • Handle complex accounting tasks, such as reconciliations, payroll oversight, and cost accounting.
  • Identify and implement process improvements to enhance efficiency for clients and CounselFi’s internal operations.


About You


  • Experience: Minimum 5 years in accounting roles, with at least 3 years managing a client portfolio at an accounting firm. Audit experience is essential.
  • Personality: You bring a unique mix of technical expertise and interpersonal charm, making you both a trusted advisor and a joy to work with.
  • Skills: Strong knowledge of GAAP, financial reporting, and reconciliation processes. Proficiency in QuickBooks Online and other accounting tools.
  • Communication: Exceptional written and verbal communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
  • Industry Knowledge: Experience in construction accounting is a big plus.
  • Education: Bachelor’s degree in Accounting, Finance, or related field. CPA designation preferred but not required.
  • Attributes: Detail-oriented, proactive, and highly organized with a focus on delivering excellent client service.


What We Offer


  • Competitive salary and benefits package.
  • Flexible, remote work environment with a supportive and collaborative culture.
  • Opportunity to make a meaningful impact on small businesses.
  • Growth potential within a fast-growing, innovative company.
  • A mission-driven team committed to redefining the back-office experience.


Join Us

If you’re ready to bring your unique blend of expertise, charisma, and passion to a team that’s transforming the Fractional CFO space, we want to hear from you!


Apply today and let’s shape the future of small business finance together.

Salary

$55,000 - $60,000 per year