
Strategic Financial Professional
2 days ago
We are seeking an experienced Financial Operations and Reporting Specialist to play a crucial role in maintaining the accuracy, structure, and actionability of our financial data.
About the RoleThis position involves collaborating with outsourced accountants to ensure clean and organized reporting, as well as providing financial insights that drive decision-making across the business.
- Book Close Support: Collaborate with outsourced accountants to support monthly financial close by cleaning and organizing transactional data, including proper cost classification for various business efforts.
- Royalty & Revenue Reconciliation: Maintain and reconcile monthly royalty reports across multiple markets, summarizing net sales, collected payments, and royalty obligations. Ensure proper documentation and upload of summaries for bookkeeping.
- P&L Consolidation & Income Statement Tracking: Download and map state-specific income statements from QuickBooks and consolidate them into a master P&L tracker segmented by class (market/channel). Maintain accuracy in account classifications and support monthly uploads.
- 3PL Cost Allocation: 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.
- Ongoing Financial Ops Support: Maintain trackers for accounts receivable, COGs updates, and royalty payments. Prepare key financial summaries for internal and investor use.
The ideal candidate will have 3+ years of experience in a financial or accounting operations role, with proficiency in QuickBooks Online, Google Sheets/Excel, and comfort navigating multi-tab financial models. Strong English communication skills and ability to flag inconsistencies or questionable margins/data trends are also essential.
- Must-haves: 3+ years of experience in a financial or accounting operations role, Proficiency in QuickBooks Online, Google Sheets/Excel.
- Nice-to-haves: Familiarity with the cannabis/hemp industry or similarly regulated verticals, Experience working with Shopify, 3PL invoices, or eCommerce operations.
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