Sr. Finance Analyst

Overview

This role is for a Senior Finance Analyst responsible for overseeing accounting operations to ensure financial accuracy, compliance, and timely reporting. The position involves managing financial records, reconciliations, reporting, and internal controls while providing financial insights to support strategic decision-making.

The organization is currently transitioning to Sage Intacct, and this role will actively participate in the implementation and ongoing optimization of the new system. Beyond daily accounting tasks, the Senior Finance Analyst will own cash flow forecasting and collaborate with leadership on complex financial models related to budgeting, scenario planning, and strategic decisions.

Responsibilities

• Maintain accurate financial records in accordance with accounting standards and company policies.
• Perform monthly, quarterly, and annual account reconciliations.
• Prepare and review financial statements, including profit and loss, balance sheet, and cash flow reports.
• Monitor accounts payable and receivable to ensure timely processing and collection.
• Review and approve invoices, expense reports, and payment requests.
• Ensure compliance with tax regulations, reporting requirements, and audit standards.
• Support budgeting and forecasting processes with financial analysis.
• Build, maintain, and own a rolling cash flow forecast to inform liquidity decisions.
• Develop and maintain complex financial models for budgeting, scenario planning, and strategic decision-making.
• Partner with the Senior Finance Manager and leadership on the Sage Intacct implementation, including data migration, chart of accounts design, and process redesign.
• Monitor cash flow and provide recommendations to optimize liquidity.
• Maintain and improve internal controls and accounting procedures.
• Manage end-to-end inventory and cost accounting, including COGS, landed cost, inventory valuation, and marketplace settlement reconciliation across Shopify and Amazon (via A2X).
• Collaborate with operations, logistics, and leadership to ensure accurate financial tracking of inventory and production costs.
• Own the monthly close process and deliver financial statements within a 7-business-day close timeline.
• Assist with audits by preparing documentation and responding to auditor inquiries.
• Identify process improvements to enhance efficiency and accuracy in financial operations.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of progressive accounting experience, including general ledger ownership and month-end close.
• Strong working knowledge of U.S. GAAP.
• Advanced Microsoft Excel skills (pivot tables, lookups, financial modeling).
• Hands-on experience with a cloud ERP/accounting system such as Sage Intacct, NetSuite, Xero, or similar.
• Demonstrated experience building financial models, rolling forecasts, and cash flow projections.
• Experience preparing financial statements and performing account reconciliations.
• Inventory and cost accounting experience in a physical product or direct-to-consumer (DTC) ecommerce environment, including COGS, landed cost, and inventory valuation.
• Excellent analytical, problem-solving, and communication skills.
• Proven ability to work independently and manage deadlines in a fully remote environment.

Preferred Qualifications

• Direct experience with Sage Intacct, especially with implementation, migration, or rollout projects.
• Background in financial planning & analysis (FP&A) or finance business partnering, including scenario planning and strategic modeling.
• Ecommerce/DTC accounting experience, particularly with Shopify, Amazon Seller Central, and marketplace settlement reconciliation via A2X or similar tools.
• Sales tax and multi-state nexus experience in a DTC ecommerce context.
• Experience in consumer health, consumer packaged goods (CPG), or product-based businesses with inventory and production cost accounting.
• Experience supporting external audits and implementing internal control improvements.
• Multi-entity or multi-currency accounting experience.

Deliverables

• Monthly financial statements: profit & loss, balance sheet, and cash flow reports delivered within 7 business days of period end.
• Monthly account reconciliations for bank, credit card, and ledger accounts.
• Ongoing monitoring of accounts payable and receivable.
• Monthly budgets, forecasts, and financial models including rolling forecasts and complex scenario analyses.
• Weekly and monthly rolling cash flow forecasts with liquidity recommendations.
• Audit support documentation and compliance files as needed.
• Ongoing internal control improvements and process enhancements.

First 90 Days Plan

• Days 1–30: Onboarding and current-state assessment including review of existing accounting systems, processes, and historical financial records; establish reconciliation baseline; meet with Senior Finance Manager, operations, and leadership to understand priorities.
• Days 31–60: Complete internal controls assessment; identify process improvements; assume ownership of recurring reconciliations and routine financial reporting; engage in Sage Intacct implementation roadmap and migration planning.
• Days 61–90: Own the monthly close and deliver the first full financial review within the 7-business-day close timeline; establish budgeting and forecasting framework including rolling cash flow forecast; actively contribute to Sage Intacct rollout including chart of accounts, data migration, and workflows.

Ongoing Responsibilities

• Provide continuous financial oversight, process improvements, and ownership of strategic financial models and analyses beyond the initial 90 days.

Hours and Availability

• Estimated 40 hours per week.
• Work hours aligned with Eastern Standard Time.

Systems and Tools

• Sage Intacct (accounting platform; migration in progress).
• Microsoft Excel.
• A2X (ecommerce accounting and marketplace reconciliation).
• Shopify (direct-to-consumer sales channel).
• Amazon Seller Central (marketplace sales channel).
• Banking and financial reporting tools.
• Google Workspace.
• ClickUp (task management).
• Slack (team communication).
• Financial policies and historical records.

Reporting

• Reports to Senior Finance Manager.
• Provides updates daily or as needed.