Overview
This role owns financial operations and reporting for a portfolio of early-stage consumer brands. The work focuses on monthly close, GAAP-compliant reporting on an accrual basis, and hands-on accounting for inventory, COGS, trade spend, promotional accounting, and related revenue and billing processes. You will manage a team of domestic and international accountants across your client portfolio and partner directly with founders and CEOs to translate financial reporting into clear, practical guidance.
Responsibilities
- Own the full month-end close for each client portfolio, including:
- Revenue and expenses
- GL reconciliations
- Accruals
- Financial statements delivered on time each month
- Manage a team of domestic and international accountants across your client portfolio.
- Ensure each client remains GAAP-compliant and on accrual-basis accounting.
- Oversee billing, AP/AR, inventory costing, and revenue recognition for each client.
CPG Accounting
- Manage inventory accounting, including:
- Costing
- Write-offs
- Landed cost treatment (in partnership with each client)
- Handle trade spend and promotional accounting, including:
- Accruals
- Chargebacks
- Deduction management
- Retailer compliance
- Build and maintain COGS models that reflect how a product brand operates.
- Support cash flow forecasting for inventory-heavy businesses.
Founder Support
- Translate financial results for founders and executives who are experts in their products, not their P&L.
- Provide clear guidance on what founders need to hear.
Systems & Infrastructure
- Evaluate and implement appropriate tools for each client’s stage, such as:
- QBO, NetSuite, Xero, Bill.com, and Shopify
- Build and document processes that scale with the business.
- Implement internal controls that add real protection without creating unnecessary bureaucracy.
First 90 Days
- Days 1–30:
- Meet your manager and the accountants you will work with.
- Learn the client portfolio (what each brand sells, where it sells, and where the books stand).
- Learn the close process, reporting standards, and internal audit review.
- Days 31–60:
- Run the close for your clients with support.
- Build relationships with each founder and understand how they prefer to receive financial updates.
- Identify and map inventory, COGS, and trade spend gaps.
- Days 61–90:
- Fully own the close and reporting for your portfolio.
- Deliver a short plan for each client on needed processes, controls, or systems.
Who You’ll Work With
- Pod Lead (manager/reviewer and partner on workload and client calls)
- Accounting team (domestic and international accountants you manage)
- Founders & CEOs (clients you report to and advise directly)
- Quality Assurance (reviews work and takes on specialized projects)
- Client Experience (partner when a client issue needs more support)
- Onboarding & scoping (hands each new client to you)
Requirements
- Deep CPG accounting experience (non-negotiable), including:
- Inventory
- COGS
- Trade spend
- Deductions and promotional accounting
- 5+ years of progressive accounting experience, ideally across multiple clients or companies.
- Strong command of US GAAP, including:
- Revenue recognition
- Inventory valuation
- Systems fluency, including QBO, NetSuite, and Xero, plus familiarity with the startup tool stack (Bill.com, Gusto, Shopify).
- Bachelor’s in Business or Accounting.
- CPA is preferred and valued.
Preferred Qualifications
- Experience at a fractional or outsourced accounting firm.
- Retail and wholesale experience, including chargebacks, deductions, and retailer compliance.
- Experience implementing NetSuite or moving a client off QuickBooks.
Compensation & Benefits
- Base salary: $140,000–$150,000
- Matched 401(k)
- Health coverage paid 100% for you and 50% for your dependents
- Support for professional development
- Company-provided device
Location
Remote-first.