Job Summary
Bird&Be is seeking a hands-on, strategic Finance Director to lead and execute all financial operations and elevate the company’s financial strategy as we scale across direct-to-consumer, wholesale, and new distribution channels.
This is a critical leadership role, reporting directly to the CEO.
The ideal candidate is both a builder and an operator:someone who can independently manage the company’s full financial stack–from detailed reporting and supplier negotiations to cash flow forecasting and profitability modeling.
You will thrive here if you combine tactical execution with strategic foresight, have exceptional attention to detail, and a strong bias toward action in a high-growth, entrepreneurial environment.
Key Responsibilities
Strategic Financial Planning & Profitability Analysis
- Lead annual budgeting processes at both strategic and operational levels.
- Own forecasting and risk/opportunity modeling.
- Build and oversee channel-specific and cohort-based profitability models to guide marketing spend, channel expansion, retention strategies, and margin optimization.
- Develop reporting frameworks that highlight channel CAC, LTV, cohort margins, and contribution margins across D2C, wholesale, and B2B.
- Partner cross-functionally with Marketing, Product, and Operations teams to enhance unit economics and drive sustainable, profitable growth
Accounting and Financial Management
- Oversee the preparation and accuracy of financial statements, including income statements, balance sheets, and cash flow reports.
- Manage a disciplined month-end close process.
- Oversee and optimize Accounts Payable (AP) and Accounts Receivable (AR) processes.
- Perform monthly variance analysis against budget and forecasts.
- Maintain and reconcile multi-supplier, multi-location inventory financials.
- Lead third-party audits and ensure full financial compliance readiness.
Supplier and Cost Strategy
- Drive supplier negotiation strategies to improve payment terms, optimize COGS, and consolidate vendor relationships where beneficial.
- Support landed cost analyses and initiatives to enhance gross margins.
Cash Flow and Treasury Management
- Design and maintain short, mid, and long-term cash flow forecasts.
- Manage cash strategically to optimize working capital and fund operational and strategic initiatives.
- Oversee inventory purchasing decisions from a cash flow perspective.
Compliance and Tax Management
- Ensure compliance with U.S. and Canadian tax requirements (federal, state, and provincial).
- Manage multi-jurisdictional sales tax compliance for D2C and wholesale.
- Partner with external accountants on year-end corporate tax filings (or manage in-house if qualified).
- Oversee payroll administration.
Financial Operations Optimization
- Optimize invoicing, billing, and PO systems for scalability.
- Identify and implement cost-saving initiatives across financial systems, banking, and transaction platforms.
Investor and Stakeholder Reporting
- Prepare clear, accurate, and investor-ready financial reports.
- Support future fundraising readiness with up-to-date cap table, scenario models, and Board-level reporting.
Qualifications
Education and Experience
- 7+ years of progressive experience in financial leadership roles (e.g., Finance Director, VP Finance, Senior Controller) in startup, scale-up, or D2C environments.
- CPA, CFA, MBA, or equivalent financial credential preferred.
- Demonstrated success managing financial strategy and operations independently in fast-paced environments, preferably with experience in businesses that have a subscription, inventory and ecommerce component.
Technical Skills
- Strong proficiency in QuickBooks and inventory management systems.
- Extensive experience leveraging Shopify analytics and reporting tools for revenue tracking, financial forecasting, and performance insights
- Advanced Excel and financial modeling skills.
- Deep understanding of e-commerce, marketing, and channel profitability metrics.
- Bonus: Experience in health, supplements, CPG, or regulated wellness sectors.