Finance & Accounting Analyst

Team 360 Staffing; Napa (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Job summary

Team 360 Staffing is seeking a detail-oriented Finance & Accounting Analyst to balance strategic reporting with hands-on accounting execution. You will prepare and interpret financial reports, support month-end close, perform COGS analysis, and improve financial processes.

Proven ability to work independently, manage deadlines, and communicate insights to management is essential. Knowledge of Dynamics 365 BC and Power BI is highly valued in a manufacturing environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of progressive financial analysis, accounting, reporting experience.
• Experience in manufacturing/food/inventory environment preferred.

Responsibilities

• Develops, prepares, and maintains recurring and ad hoc financial, sales, marketing, and operations reports, including dashboards, management reporting packages, performance metrics, and variance reporting.
• Supports CFO requests, business reviews, forecasting, planning, profitability analysis, scenario analysis, and other special projects.
• Creates and maintains Power BI dashboards and Excel models; reconciles reports to source systems and the general ledger.
• Supports month-end close, including account analysis, reconciliations, and journal entries.
• Performs COGS analysis across related GL accounts and explains variances to management.
• Assists with audits, budgeting, forecasting, and other Controller/CFO reporting requirements.

Skills

Analytical

Problem solving

Reporting

Data visualization

Education

Accounting degree

Finance degree

Business Admin degree

Tools

Dynamics 365 BC

Power BI

Excel

Job description

Team 360 Staffing is seeking a detail-oriented and organized Finance & Accounting Analyst responsible for balancing strategic reporting responsibilities with hands-on accounting execution to ensure accurate financial reporting and compliance with accounting standards and internal controls. This role works independently to prepare and interpret financial and operational reports, support month-end close, perform COGS and general ledger analysis, manage multiple deadlines, and continuously improve financial processes.

Company:

Team 360 Staffing is a trusted staffing and recruitment agency that connects job seekers with the right opportunities across various industries. You will be working for a food manufacturing company that produces premium fruit and vegetable purées and specialty ingredients for the foodservice and beverage industries.

• Paid time off

Essential Duties and Responsibilities:

The primary duties and responsibilities below represent the estimated percentage of time spent in each area.

Financial Reporting and Business Analysis (35%)

• Develops, prepares, and maintains recurring and ad hoc financial, sales, marketing, and operations reports, including dashboards, management reporting packages, performance metrics, and variance reporting.
• Analyzes results against budget, forecast, prior periods, customer, product/SKU, channel, and operational drivers; identifies trends, risks, issues, and opportunities.
• Explains what the numbers mean by converting detailed financial and operating data into clear summaries, business insights, and actionable recommendations for management.
• Supports CFO requests, business reviews, forecasting, planning, profitability analysis, scenario analysis, and other special projects.
• Creates and maintains Power BI dashboards, Excel models, and standardized reporting processes; reconciles reports to source systems and the general ledger.
• Develops streamlined and repeatable methods for compiling, validating, and presenting data while strengthening report accuracy and consistency.

Accounting and Month-End Close (35%)

• Supports the Controller with month-end and year-end close, including account analysis, reconciliations, accrual support, journal entries, and review of general ledger activity.
• Reviews trial balances, general ledger transactional detail, and financial statements to identify unusual activity, errors, missing transactions, or required adjustments.
• Performs comprehensive cost of goods sold (COGS) analysis across all related general ledger accounts, including raw materials, finished goods, freight, inventory, production, co-packer, labor/overhead, purchase price, usage, and other cost variance accounts.
• Investigates COGS and gross margin variances, determines root causes, coordinates corrections, and provides clear explanations of the financial and operational impact.
• Supports standard cost updates, product costing, bill-of-material and cost model review, inventory valuation, and product/customer profitability analysis.
• Provides accounting support and backup as needed, including a working understanding of Accounts Receivable and Accounts Payable processes, transaction flow, and related controls.
• Assists with audit, tax, bank covenant, budgeting, forecasting, and other Controller or CFO reporting requirements as assigned.

Financial Systems, Data, and Process Improvement (20%)

• Serves as a Finance power user and subject-matter resource for Microsoft Dynamics 365 Business Central, Power BI, Excel, and related reporting tools.
• Supports the design, testing, implementation, documentation, and ongoing improvement of financial systems, reports, workflows, integrations, and internal controls.
• Applies prior experience assisting with or leading an ERP implementation, migration, upgrade, or major system enhancement to support future Company projects.
• Troubleshoots reporting, data, posting, and workflow issues; partners with internal users and outside technology providers to resolve root causes and improve system use.
• Maintains report logic, documentation, data definitions, and appropriate controls to promote consistent and reliable reporting across departments.

Cross-Functional Support and Additional Responsibilities (10%)

• Works closely with the Controller, CFO, Sales/Marketing, Operations, and other departments to provide financial guidance and respond to requests for information.
• Communicates findings clearly to both financial and non-financial users and follows through on open questions, corrections, and action items.
• Develops procedures and provides user support or training for assigned reports, systems, and Finance processes.
• Performs other related duties, analyses, and special projects as assigned.

Job Requirements:

Education/Experience:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required
• At least three to five years of progressive experience in financial analysis, accounting, reporting, cost analysis, or a related corporate finance role.
• Experience in a manufacturing, consumer products, food, or inventory-based environment is strongly preferred.

Systems/Technical Knowledge:

• Hands-on experience with Microsoft Dynamics 365 Business Central, Power BI, advanced Microsoft Excel, and Microsoft Office required.
• Working knowledge of general ledger accounting, Accounts Receivable, Accounts Payable, month-end close, financial statements, and accounting fundamentals required.
• Demonstrated experience assisting with or spearheading an ERP migration, implementation, upgrade, or significant system enhancement required.

Skills:

• Strong analytical and problem-solving skills with the ability to interpret financial results, identify root causes, and communicate what the numbers mean.
• Ability to create accurate reports and dashboards, reconcile data across systems, manage multiple deadlines, and work independently while collaborating across departments.
• Excellent attention to detail, organization, judgment, written communication, and verbal presentation skills.
• Ability to handle confidential information with discretion and adapt to a fast-paced, changing environment.

Knowledge:

• Working knowledge of GAAP and financial controls; COGS, gross margin, standard costing, inventory, and variance analysis; budgeting and forecasting; financial and operational KPI development; data visualization; and ERP-based reporting.
• Familiarity with report design, data validation, process documentation, and workflow improvement.

Physical:

• Ability to work at a computer for periods of time up to eight (8) hours.
• Ability to move within a general office and warehouse environment as needed.
• Must be able to occasionally lift and carry materials weighing up to 25 pounds and access temperature-controlled storage areas for brief periods when business needs require.

Other:

• Able to work in a general office environment where the noise level is usually quiet to moderately loud.
• Occasional travel may be required.
• Professional appearance and high standards of personal hygiene are expected at all times.