Senior Accountant (QBO, Inventory & Cost Accounting, Transactional Accounting, CPG & E-commerce)
Work Setup: Fully Remote
Employment Type: Full-Time
About the Role
We are looking for an experienced Senior Accountant to support and own end-to-end accounting and month-end close processes for an assigned portfolio of clients. The ideal candidate must have strong hands-on experience in QuickBooks Online (QBO), inventory and cost accounting, transactional accounting, and accounting for e-commerce or Consumer Packaged Goods (CPG) businesses.
This role requires the ability to take ownership of assigned accounting tasks, manage client deliverables, respond to client inquiries, maintain accurate financial records, and ensure month-end close activities are completed accurately and on schedule.
Depending on the client engagement, the Senior Accountant may work independently on specific accounting responsibilities or act as the Controller and lead Staff Accountant for an assigned engagement.
Candidates must meet all required qualifications, including practical experience with QBO, inventory and cost accounting, transactional accounting, and accounting methods relevant to e-commerce or CPG businesses.
Key Responsibilities
- Support and own the end-to-end month-end close process for an assigned portfolio of clients, including AP, AR, payroll-related tasks, and other accounting activities as applicable.
- Take ownership of specific accounting tasks within the month-end close cycle and ensure timely, accurate completion.
- Perform transactional accounting activities, ensuring financial transactions are properly recorded, classified, and documented.
- Manage inventory and cost accounting activities, ensuring accurate inventory records, cost tracking, and related financial reporting.
- Apply accounting methods relevant to e-commerce and CPG businesses, including inventory-related transactions and cost accounting.
- Prepare, review, and support the delivery of client accounting reports and other financial deliverables.
- Respond to client questions, resolve accounting-related concerns, and follow up on outstanding items.
- Request, organize, and follow up on missing client documentation to support accurate and timely accounting.
- Maintain clean, accurate, and up-to-date financial records in accounting applications, including QuickBooks Online (QBO) and Double.
- Identify discrepancies, investigate accounting issues, and elevate open items, roadblocks, and risks to the Controller before deadlines.
- Monitor accounting deadlines and ensure assigned client deliverables are completed accurately and on schedule.
- Support internal process improvements, operational efficiency initiatives, and other accounting team projects.
- Collaborate with Controllers, Staff Accountants, and other team members to ensure high-quality client service and reliable financial reporting.
Scope & Ownership
- Own assigned accounting tasks and deliverables within a client engagement.
- Independently manage month-end close activities and related accounting responsibilities within the scope of the engagement.
- Depending on the client structure, act as the Controller and lead Staff Accountant for an assigned engagement.
- Maintain accountability for the accuracy, completeness, and timeliness of assigned financial records and reports.
- Proactively communicate client-related concerns, missing documentation, unresolved items, and potential delays to the Controller.
Requirements — All Must Have
- QuickBooks Online (QBO): Proven hands-on experience and proficiency in QBO for day-to-day accounting operations and financial recordkeeping.
- Inventory and Cost Accounting: Practical experience managing inventory accounting, tracking costs, and handling related accounting transactions.
- Transactional Accounting: Strong experience recording, classifying, reviewing, and reconciling financial transactions accurately.
- E-commerce or CPG Accounting: Advanced knowledge of accounting methods relevant to e-commerce or Consumer Packaged Goods (CPG) businesses, including the accounting considerations associated with inventory and costs.
- Month-End Close: Experience supporting or owning month-end close activities and meeting accounting deadlines.
- Financial Accuracy: Strong attention to detail and the ability to maintain complete, accurate, and up-to-date financial records.
- Ownership and Problem-Solving: Ability to work independently, manage competing priorities, resolve discrepancies, and proactively elevate issues.
- Client Communication: Strong written and verbal communication skills, including the ability to follow up professionally on outstanding documentation and respond to client questions.
- Organization and Time Management: Ability to track open items, manage deadlines, and deliver assigned accounting tasks on schedule.
Preferred Qualifications
- Direct accounting experience with CPG businesses.
- Direct accounting experience with e-commerce businesses, including inventory-based or product-based operations.
- Experience using Double for accounting workflow management and client engagements.
- Experience managing a portfolio of clients in an outsourced accounting, public accounting, or client-service environment.
- Experience coordinating with Controllers and leading Staff Accountants.
Success in This Role
Success in this role means:
- Month-end closes are completed accurately and on schedule, with minimal corrections required from the Controller.
- Inventory, cost accounting, and transactional accounting records are accurate and properly maintained.
- QBO and Double records are complete, accurate, and up to date for assigned tasks.
- Client questions are addressed within agreed response times.
- Missing documentation, open items, and potential roadblocks are identified, tracked, and escalated before deadlines.
- Client deliverables are completed accurately, consistently, and on time.
- Accounting issues are resolved proactively, and client engagements run efficiently.