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Professional Services • Consulting • Financial Services
Manage month-end close, financial reporting, cash flow projections, reconciliations, inventory accounting, accounts receivable and payable, payroll, and client financial packages. Serve as an accounting consultant to multiple clients, support audits and budgets, analyze profitability, and prepare special reports. The role requires strong expertise in QuickBooks Online and Xero, advanced Excel skills, sound accounting knowledge, and proactive client communication.
Professional Services • Consulting • Financial Services
Oversee accounting operations and financial reporting for a portfolio of e-commerce and CPG clients. Lead accounting teams, review reconciliations, inventory, payables, receivables, payroll, financial packages, dashboards, and KPIs. Serve as a strategic client advisor, escalation point, and quality-control leader. Develop SOPs, train staff, manage pod budgets, and drive automation and AI-enabled efficiencies using accounting and e-commerce technology.
Professional Services • Consulting • Financial Services
Serve as a fractional CFO for multiple e-commerce, retail, and CPG brands. Lead FP&A, budgeting, forecasting, cash runway planning, financial modeling, KPI reporting, capital planning, fundraising, M&A, debt strategy, and board communications. Partner with founders, executives, investors, and banking relationships while improving delivery through automation, templates, systems, and documented processes.
Professional Services • Consulting • Financial Services
Oversee a pod of accounting professionals and client books, ensuring accurate month-end close, reconciliations, financial reporting, inventory accounting, AP, AR, and payroll reviews. Serve as a client escalation point, review financial packages and quality controls, supervise and train staff, develop SOPs, manage the pod budget, and support client communications in a multi-client, e-commerce-focused environment.
Professional Services • Consulting • Financial Services
Manage client month-end close, financial reporting, cash-flow projections, reconciliations, inventory accounting, accounts receivable and payable, payroll, and financial analysis. The role also involves preparing financial packages, supporting audits and budgets, presenting financial statements, and consulting with e-commerce and high-growth clients on accounting matters.
