Accounting Manager, CPG

FinanceWithin
New York, NY
Remote

Who this role is best for

Aimed at mid-to-senior level accounting professionals who are experienced in multi-client environments and possess strong technical skills in QBO and Xero.

Best fit for

  • Candidates with multi-client consulting experience and a background in CPG or e-commerce
    — “2+ years of experience in a multi-client or consulting role”
  • Individuals who have managed full cycle accounting and month-end close processes for multiple clients
    — “6+ years of experience in full cycle accounting”
  • Professionals with strong technical expertise in accounting software like QBO and Xero
    — “Advanced in QBO and Xero”

Things to consider

  • The role demands a high level of autonomy and proactive communication with clients
    — “This role is solutions-oriented and requires proactive engagement to ensure client success”
  • Candidates must be prepared to manage diverse accounting tasks, including inventory and cash flow projections
    — “Cash Flow projection (and updates) and communicating cash position to clients”

How to stand out

  • Highlight experience with inventory management and reconciliation of e-commerce payment platforms
    — “Inventory Management including: Good understanding of Inventory, Reconciling inventory (Physical, Sub to GL)”
  • Emphasize your ability to assemble and present financial statements to clients effectively
    — “help assemble a monthly financial packet and present financial statements to clients”
  • Demonstrate your capability to manage accounts receivable and payable processes in software like Bill.com
    — “Manage AP in Bill.com (or related software) for clients”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Oversee month-end closing and all key accounting-related activities for clients
Typical background
6+ years of experience in full cycle accounting

Skills & requirements

Required

6+ Years Of Experience In Full Cycle AccountingAdvanced In QBO And XeroExperience With E-commerceFirm Grasp Of Accounting PrinciplesExcellent Analytical And Communication Skills

Preferred

Experience With Shopify, Paypal, Bill.com, Etc

Stack & domain

QBOXeroExcelE-commerceShopifyPaypalBill.comAccounting PrinciplesFinancial AnalysisFinancial ReportingSpecial ReportsFinancial Profitability AnalysisCommunicationTeam PlayerIndependent WorkProblem-solvingCPGFinancial PlanningAccounting

About the role

Original posting from FinanceWithin via Ashby

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

Source: FinanceWithin careers (Ashby)

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