Financial Strategist

1 week ago

Biñan, Calabarzon, Philippines beBeeAccountability Full time $80,000 - $150,000

We are seeking a skilled Financial Coordinator to join our team. As a key member of our financial operations, you will play a critical role in ensuring the accuracy and timeliness of our financial management and reporting.

Responsibilities:
  • Financial Management & Reporting

In this position, you will be responsible for overseeing data flow between Traverse, Impress, and Shopify platforms. You will also prepare and analyze financial statements, including income statements with department/product line detail, cash flow statements, and balance sheets with variance analysis.

  • Key Responsibilities:
  • Complete Monthly Financial Close - Deliver accurate and timely financial statements within 10 business days
  • Multi-System Data Management - Oversee data flow between Traverse, Impress, and Shopify platforms
  • Advanced Financial Reporting - Prepare and analyze:
  • Income Statements with department/product line detail
  • Cash Flow Statements and projections
  • Balance Sheets with variance analysis
  • Job Costing reports from manufacturing operations
  • Budget Management - Lead annual budgeting process and provide monthly variance analysis
Required Skills and Qualifications:
  • E-commerce Operations
    • Multi-Store Shopify Reconciliation - Reconcile revenue and cash deposits across hundreds of Shopify stores
    • Payment Processing Management - Ensure accurate reconciliation of Shopify Payments, PayPal, and other payment processors
    • Multi-State Sales Tax Management - Comprehensive responsibility for:
    • State Registration & Enrollment - Research, register, and enroll for sales tax permits in new US states as business expands
    • Nexus Monitoring - Continuously monitor sales thresholds and activities to identify new state tax obligations
    • Tax Calculations & Filings - Manage accurate sales tax calculations across all active states and ensure timely monthly/quarterly filings
    • Compliance Updates - Stay current with changing state tax laws, rates, and requirements across all jurisdictions
    • Exemption Management - Handle customer tax exemption certificates and maintain compliance documentation
    • Revenue Recognition - Implement proper revenue recognition policies across all sales channels
    Benefits:
    • Manufacturing & Cost Accounting
      • Job Costing Analysis - Work with Impress ERP to track production costs and job profitability
      • Inventory Management - Oversee inventory valuation, cycle counting, and cost of goods sold calculations
      • Production Variance Analysis - Analyze material, labor, and overhead variances
      • Vendor Management - Oversee accounts payable processes and vendor relationships
      Others:
      • Process Optimization & AI Implementation
        • AI-Driven Automation - Gradually implement AI tools to automate:
        • Bank reconciliations
        • Invoice processing and categorization
        • Expense management
        • Financial reporting processes
        • SOP Development - Create and maintain detailed Standard Operating Procedures for all accounting processes
        • Process Improvement - Continuously identify and implement efficiency improvements
        • Documentation Management - Maintain comprehensive financial process documentation
        Leadership & Compliance:
        • Team Management - Direct supervision of Staff Accountant and any future accounting team members
        • Compliance Oversight - Ensure adherence to GAAP, tax regulations, and internal controls
        • Audit Support - Coordinate and support external audit processes
        • Strategic Support - Provide financial insights to support business decision-making

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