
Operations Financial Data Specialist
2 days ago
We are seeking a detail-oriented Financial Operations and Reporting Specialist to play a critical role in keeping our financial data accurate, structured, and actionable.
This person will collaborate closely with our outsourced accounting partners to ensure clean, organized reporting and provide the financial insights that drive decision-making across the business.
Key Responsibilities- Support monthly financial close by cleaning and organizing transactional data, including proper cost classification for D2C, community, and gifting efforts.
- Maintain and reconcile monthly royalty reports across 7+ markets, summarizing net sales, collected payments, and royalty obligations.
- Download and map state-specific income statements from QuickBooks and consolidate them into a master P&L tracker segmented by class (market/channel).
- Review 3PL invoices and break down shipping and fulfillment costs for appropriate categorization (e.g., COGs vs. community tactics) to ensure margin accuracy and reduce bookkeeping errors.
- Maintain trackers for accounts receivable, COGs updates, and royalty payments.
- 3+ years of experience in a financial or accounting operations role.
- Proficiency in QuickBooks Online, Google Sheets/Excel, and comfort navigating multi-tab financial models.
- Proven ability to clean, map, and categorize financial data for use in monthly reporting and decision-making.
- Experience managing cost allocations across business units, locations, or channels.
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