Accounting Manager, CPG

FinanceWithin, LLC.; United States; Remote; USD 100,000 - 140,000; Full time

Job summary

FinanceWithin, LLC. is seeking an Accounting Manager to lead month-end close processes and serve as a consultant to client operations. You will assemble monthly financial packets and present financial statements to clients, with a strong emphasis on QBO and Xero proficiency and advanced Excel capabilities.

A data-driven, proactive, team-oriented approach is essential. The role focuses on client engagements, cash flow projections, and financial reporting, while collaborating with the

Qualifications

• 6+ years of experience in full cycle accounting.
• 2+ years in a multi-client or consulting role.
• Advanced in QBO and Xero.
• Experience with e-commerce platforms (Shopify, PayPal, Bill.com, etc).
• Firm grasp of accounting principles.
• Excellent analytical and communication skills.
• Proactive and team-centric attitude.

Responsibilities

• Oversee month-end close and all key accounting-related activities for clients - accurate and timely circulation of financial management reports including, but not limited to, internal and external monthly financial statements and annual audits and annual budgets.
• Cash Flow projection (and updates) and communicating cash position to clients.
• Financial Package Creation: Ensuring proper margin recognition, Reconciling/Recording transactions (Sales, Deferrals, Accruals, Returns, Discounts, Write-offs), Monitoring Sales Orders (wholesale), etc.
• Inventory Management including: Good understanding of Inventory, Reconciling inventory (Physical, Sub to GL), Accruals, Samples, Inventory adjustments, Obsolescence, Monitor POs, etc.
• Reconciliation of bank and credit card statements.
• Reconciliation of other payment accounts (e.g. PayPal, Stripe, etc)
• Reconciliation of all balance sheet accounts and thorough understanding of amortization schedules
• Manage Accounts Receivable and Payables
• Manage AR aging reports for clients
• Manage AP in Bill.com (or related software) for clients
• Payroll management for clients
• Work with FinanceWithin management to support the team
• Support as a consultant to clients on accounting related work
• General ledger accountability, financial analysis, financial reporting, and special reports, financial profitability analysis, other special projects as assigned

Skills

Full cycle accounting

Multi-client consulting

Analytical skills

Communication skills

Team-oriented

Tools

QBO (QuickBooks Online)

Xero

Shopify

PayPal

Bill.com

Job description

About FinanceWithin

FinanceWithin is a full-service finance and accounting firm for startups and high growth companies. We help companies become investor-grade.

We’re vertically integrated and embed as a team of experienced finance and accounting professionals into client’s operations. We become an extension of our client’s in-house team. Our servicing approach includes:

• Advisory Services

• Financial Planning & Analysis

• Accounting & Bookkeeping

Additional services include: exit strategy for founders, M&A support, working capital advisory, debt vs equity financing, insurance products review, governance and compliance, financial infrastructure and software implementation, and more.

About The Role

As an Accounting Manager , you will manage the month-end close process and work as a consultant with FinanceWithin clients. You will help assemble a monthly financial packet and present financial statements to clients.

Successful candidates have a strong experience in QBO and Xero. Ideal candidates are also advanced in Excel and have a strong business acumen.

Responsibilities

This role is solutions-oriented and requires proactive engagement to ensure client success.

• Oversee month-end closing and all key accounting-related activities for clients - accurate and timely circulation of financial management reports including, but not limited to, internal and external monthly financial statements and annual audits and annual budgets

• Cash Flow projection (and updates) and communicating cash position to clients

• Financial Package Creation: Ensuring proper margin recognition, Reconciling/Recording transactions (Sales, Deferrals, Accruals, Returns, Discounts, Write-offs), Monitoring Sales Orders (wholesale), etc.

• Inventory Management including: Good understanding of Inventory, Reconciling inventory (Physical, Sub to GL), Accruals, Samples, Inventory adjustments, Obsolescence, Monitor POs, etc.

• Reconciliation of bank and credit card statements

• Reconciliation of other payment accounts (e.g. PayPal, Stripe, etc)

• Reconciliation of all balance sheet accounts and thorough understanding of amortization schedules

• Manage Accounts Receivable and Payables

• Manage AR aging reports for clients

• Manage AP in Bill.com (or related software) for clients

• Payroll management for clients

• Work with FinanceWithin management to support the team

• Support as a consultant to clients on accounting related work

• General ledger accountability, financial analysis, financial reporting, and special reports, financial profitability analysis, other special projects as assigned

Qualifications

• 6+ years of experience in full cycle accounting

• 2+ years of experience in a multi-client or consulting role

• Advanced in QBO and Xero

• Experience with e-commerce is a big plus (Shopify, PayPal, Bill.com,etc)

• Firm grasp of accounting principles

• Excellent analytical and communication skills

• Proactive and team-centric attitude