Own inventory valuation, reconciliation, and cycle/physical count auditing across client portfolios
Ensure accuracy between physical counts and system records; investigate and resolve variances quickly
Apply and maintain appropriate costing methodologies (FIFO, LIFO, weighted average) by client and industry
Identify and reduce shrinkage, obsolescence, and carrying cost exposure
Prepare monthly, quarterly, and annual financial statements in compliance with GAAP
Deliver detailed inventory reports, COGS analysis, and gross margin insights tailored to each client's business model
Build and maintain management reporting packages that drive real decisions, not just check compliance boxes
Analyze supply chain metrics including inventory turnover, days-on-hand, and reorder points
Develop and implement procedures to prevent stockouts, reduce overstocking, and improve working capital efficiency
Partner with operations and fulfillment teams to align financial controls with day-to-day workflows
Lead ERP and inventory software implementations, migrations, and optimization projects
Train client staff on accounting procedures, controls, and system best practices
Maintain data integrity across platforms and ensure audit-ready records at all times
Serve as a trusted financial advisor to founders and leadership teams on cash flow, purchasing strategy, and growth planning
Provide budgeting, forecasting, and scenario modeling with particular focus on inventory investment and COGS
Proactively flag financial risks and opportunities — you're a partner, not just a reporter
Participate in developing and supporting strategic & financial plans
Support with new revenue streams
Due Diligence, ASC606, equity, GAAP compliance, Audit Preparation
Support pricing decisions. Provide analysis to determine appropriate annual bill rate changes. Review PCEs and client contracts and help determine payment schedules.
Provide overall financial oversight and monitoring, including weekly cash flow forecasting, monthly financial close, and annual budgeting process.
Oversee client risk management, business insurance, and legal activities, including customer contracts, leases, and other legal documents and agreements.
Manage all accounting operations, including invoicing, A/R, A/P, general ledger, and project accounting.
Manage month-end and year-end financial close process.
Monitor the financial performance of clients.
Prepare timely monthly reporting, including financial statements, project profitability, and team utilization.
Evaluate variances in business results against plans/targets and provide business insights to help drive management decisions.
Manage cash and required draws on the line of credit.
Oversee accounting processes and systems to improve controls and drive efficiency. Optimize existing financial systems (QuickBooks Online, Bill.com, and Expensify) and/or adopt new financial systems as appropriate. Ensure all accounting processes and policies are well-documented.
Manage relationships with banks, tax accountants, and corporate insurance providers.
Manage, oversee, and execute administrative and operational functions.
Requirements
Bachelor's degree in Accounting or Finance; CPA or CMA strongly preferred
5+ years of senior accounting experience in manufacturing, distribution, or e-commerce environments
Demonstrated expertise in inventory accounting — FIFO, LIFO, landed costs, shrinkage, and valuation adjustments
Strong command of GAAP and cost accounting standards
Hands-on ERP experience (NetSuite, QuickBooks, Cin7, Fishbowl, or similar); ability to get up to speed quickly on new platforms
Advanced Excel skills; comfort with data modeling, pivot tables, and reconciliation workflows
Experience managing multiple clients or business units simultaneously — you thrive with variety
Excellent communication skills; able to translate complex financials into clear language for non-finance stakeholders
Audit Experience required
Bachelor’s degree in business, accounting, finance, or a related field
Minimum of 10 years’ small company experience handling finance and accounting.
Previous experience overseeing human resources, payroll, IT, and legal preferred.
Superb written and verbal communication skills.
Strong computer skills, including MS Word, expert-level Excel, and QuickBooks skills, and the capacity to quickly learn and master new software.
Analytical and detail-oriented, and also has a strategic mindset
Personal qualities of integrity, credibility, confidentiality
Demonstrated resourcefulness and autonomy in setting priorities and guiding investment in people and systems
Capacity to juggle competing priorities and deadlines.
Tech Stack
ERP
Benefits
Medical, Dental & Vision Insurance for you and your dependents.
Short & Long Term Disability Insurance to support you when you need it the most.
Flexible PTO
Take time off from work when you need it.
401k with a company match to ensure you are ready for retirement.
A generous home office expense reimbursement so you have the office you need to be productive.
Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach if you’d like!