Finance Optimizer - tech-savvy finance-consulting services for Law Firms

About Vineskills:

We are a fast-growing team of 40 legal-tech professionals focused on helping law firms grow with Filevine, a case management platform. In addition to consulting services that help firms adapt and optimize their processes with technology, we also built a QuickBooks Online integration, now used by hundreds of clients, with more joining every day. During our integration setup, we saw many firms that could benefit from outsourced accounting services, which led us to launch a new offering called Finance Skills. We are expanding our team to support this growth! 

Finance Skills is Vineskills' latest offering. It provides full-service accounting expertise with a deep understanding of QuickBooks and Filevine. This combination gives our clients a significant advantage in productivity, performance, and overall financial management.

NOTE: This is a US-based remote position.

What you get to do: 

• Manage client relationships, acting as the primary point of contact for accounting and financial consulting. 
• Consult, troubleshoot, and workshop accounting processes within Quickbooks and Filevine.
• Oversee onboarding and implementation of financial software, including Quickbooks, Bill.com & Expensify.
• Guide clients through process development, change management, and best practices for internal financial operations.
• Support the core accounting team on client projects, including month-end close, reconciliations, and tech stack syncing issues and reconciliations between different tech systems. 
• Analyze financial data and provide strategic recommendations.
• Facilitate knowledge transfer, ensuring clients understand financial workflows and tools effectively.
• Work cross-functionally with both internal teams and clients to optimize financial processes.

A strong understanding of the following is preferred:

• Client-facing experience with a strong ability to manage relationships and communicate accounting concepts effectively.
• A background in accounting, with public or corporate accounting experience, is preferred.
• CPA exam passed (preferred but not required).
• Strong understanding of core accounting functions, including financial review, reconciliations, and internal controls. 
• Experience in auditing, financial reporting, and transitioning clients into new Fintech tools such as but not limited to QuickBooks, Excel, Bill.com, Expensify, Divvy, and Gusto/Justworks.
• Exceptional Excel skills and ability to analyze financial data efficiently.

Who is an ideal fit for this role?

• Someone who is excited to make a switch from corporate accounting and thrive in a flexible remote work environment 
• Technologically savvy and inquisitive, with a passion for financial technology.
• Organized and proactive individual who thrives in a consulting environment - committed to prioritizing long-term client relationships over short-term wins.
• A confident presenter who can communicate complex financial concepts with ease.
• Experienced in corporate performance reviews and development processes (especially for those from public accounting backgrounds).

Why work with Vineskills?

• 100% remote position with flexible work hours and locations - get the flexibility and balance you’ve always wanted in an accounting and finance career!
• Opportunity to earn an additional paycheck in a month for billable work that exceeds your salary.
• Medical, dental, and vision benefits are offered through various plans, and 70% of the cost is paid by the employer. This includes up to full family coverage with HSA and FSA options. Short-term disability coverage paid by Vineskills.
• Join our employee ownership program early and grow with us! All US-based employees at Vineskills become owners through our ESOP, Employee Stock Ownership Plan.
• Opportunity to grow your legal-finance-tech career in a fast-growing company
• Join an amazing team of engaged, talented, and fun people. Check out our About page.