Financial Operations Analyst

ProductsGo; Almond (CA); Hybrid; USD 83,000 - 114,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Paid Time Off

Paid Sick Leave

11 Paid Company Holidays

Employee Assistance Program (EAP)

Job summary

ProductsGo is seeking a Financial Operations Analyst to blend accounting fundamentals with analytics, correcting discrepancies and enhancing billing and financial operations. This hybrid role focuses on billing operations 25–35% of time, with remaining time on reporting, analytics, and automation initiatives to scale our e-commerce logistics business.

The ideal candidate contributes to KPI dashboards, analyzes profitability and costs, and partners with leadership to drive better business

Qualifications

• 3+ years of accounting, finance, or financial operations experience.
• Strong Excel skills (pivot tables, lookups, formulas, and data analysis).
• Experience with QuickBooks or similar accounting software.
• Experience with billing, accounts receivable, collections, or revenue reconciliation.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities independently.
• Demonstrated ownership of projects from start to finish without requiring constant direction.

Responsibilities

• Manage the monthly client billing process from start to finish.
• Oversee accounts receivable and collections.
• Respond to client billing questions professionally and accurately.
• Review accounts payable and vendor invoices.
• Perform account reconciliations and maintain accurate financial records.
• Develop executive dashboards and KPI reporting.
• Analyze customer profitability, shipping costs, labor costs, and operational performance.
• Identify trends, inefficiencies, and opportunities through financial analysis.
• Monitor key financial metrics and proactively identify risks and opportunities.
• Partner directly with ownership to answer financial questions and support better business decisions.
• Improve billing workflows and accounting processes.
• Help automate manual reporting wherever possible.
• Work with QuickBooks and other business systems to improve efficiency.
• Recommend and implement process improvements that support company growth.

Skills

Excel,

Education

Bachelor's degree (preferred)

Tools

QuickBooks

ERP systems

Power BI

Job description

Build the Future of Financial Operations at ProductsGo!

ProductsGo is a growing e-commerce fulfillment company that partners with brands to manage warehousing, fulfillment, shipping, and operational support.

We're looking for a Financial Operations Analyst who combines strong accounting fundamentals with analytical thinking to help improve our financial operations as we continue to grow.

This role goes beyond traditional accounting. You'll serve as a key financial contact for our clients, helping answer billing questions, resolve discrepancies, and build trust through accurate, professional communication.

This is a hybrid operational and analytical role. Approximately 25–35% of your time will be dedicated to billing and financial operations, while the remainder will focus on reporting, analysis, process improvement, and automation initiatives that help our business scale.

What You'll Do:

Financial Operations:

• Manage the monthly client billing process from start to finish.
• Oversee accounts receivable and collections.
• Respond to client billing questions professionally and accurately.
• Review accounts payable and vendor invoices.
• Perform account reconciliations and maintain accurate financial records.

Reporting & Analysis:

• Develop executive dashboards and KPI reporting.
• Analyze customer profitability, shipping costs, labor costs, and operational performance.
• Identify trends, inefficiencies, and opportunities through financial analysis.
• Monitor key financial metrics and proactively identify risks and opportunities.
• Partner directly with ownership to answer financial questions and support better business decisions.

Process Improvement:

• Improve billing workflows and accounting processes.
• Help automate manual reporting wherever possible.
• Work with QuickBooks and other business systems to improve efficiency.
• Recommend and implement process improvements that support company growth.

Qualifications:

Required:

• 3+ years of accounting, finance, or financial operations experience.
• Strong Excel skills (pivot tables, lookups, formulas, and data analysis).
• Experience with QuickBooks or similar accounting software.
• Experience with billing, accounts receivable, collections, or revenue reconciliation.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities independently.
• Demonstrated ownership of projects from start to finish without requiring constant direction.

Preferred:

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Experience with ERP systems.
• Experience with Power BI or other business intelligence/reporting tools.
• Experience creating executive dashboards or KPI reporting.
• Background in logistics, distribution, manufacturing, fulfillment, or e-commerce.
• Experience improving processes, implementing automation, or streamlining workflows.

What Success Looks Like:

The ideal candidate naturally asks questions like:

• Is there a better way to do this?
• Can this process be automated?
• What insights can we uncover from the numbers?
• Are we capturing all billable revenue?
• How can we make reporting easier and more useful for the business?

We're looking for someone who enjoys solving problems, improving systems, and helping a growing company make smarter business decisions.

What This Role Is Not:

This is not a traditional back-office accounting position. We're looking for someone who enjoys understanding how a business operates, collaborating across departments, improving systems, and using financial information to drive better decisions—not someone who simply processes transactions.

What You'll Love About This Role:

• Work directly with company leadership.
• Help shape the future of our financial operations.
• Influence real business decisions with your analysis and recommendations.
• Build systems and processes that scale with company growth.
• See the direct impact of your work every day.
• Join a collaborative team that values ownership, accountability, continuous improvement, and innovation.

Compensation & Benefits:

Compensation:

• $83,000–$114,000 annually, depending on experience (DOE).
• Full-time.

Benefits:

• Health, Dental & Vision Insurance
• 401(k)
• Paid Time Off
• Paid Sick Leave
• 11 Paid Company Holidays
• Employee Assistance Program (EAP)

Why Join ProductsGo?

At ProductsGo, we believe strong operations begin with strong people. You'll work closely with leadership, have the opportunity to influence business decisions, and help build financial systems that support our long-term growth.

If you're energized by improving processes, solving business problems, and helping a growing company operate smarter, not just balancing the books, we'd love to meet you.