Accountant, Financial & Sales Operations

Boochcraft•Chula Vista, CA

About The Position

Boochcraft is seeking a detail-oriented, analytical, and process-driven Senior Accountant, Financial & Sales Operations to support its growing beverage business. The role combines GAAP accounting, financial analysis, forecasting, regulatory compliance, and sales operations oversight. The successful candidate will independently manage month-end and year-end close activities, maintain accurate financial records, develop financial models, and turn financial and operational data into actionable insights. The position also provides day-to-day oversight and guidance to the Sales & Accounting Operations Coordinator, supporting accurate distributor reporting, accounts receivable management, and sales analytics. The role works across Finance, Sales, Operations, and Production to support financial reporting, planning, regulatory filings, audits, and process improvement. It primarily operates in a professional office environment and requires prolonged computer work, with occasional standing, walking, and lifting of up to 25 pounds. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. The annual base salary is $90,000 to $100,000.

Requirements

Bachelor's degree in Accounting, Finance, or a related field, with a strong foundation in financial accounting.
At least 5 years of progressive accounting experience, including month-end close, general ledger accounting, and balance sheet reconciliations.
Strong knowledge of U.S. GAAP and financial reporting principles.
Experience preparing financial analyses, budgets, forecasts, and variance reports.
Advanced Microsoft Excel skills, including pivot tables, complex formulas, lookups, and financial modeling.
Experience with accounting or ERP systems and reconciling data across multiple platforms.
Strong analytical, organizational, and problem-solving skills and exceptional attention to detail.
Ability to work independently, manage competing priorities, and meet deadlines in a fast-paced environment.
Effective communication skills and ability to collaborate across departments.

Nice To Haves

Experience in beverage manufacturing, consumer packaged goods (CPG), or a related industry.
Familiarity with excise tax reporting, TTB compliance, or multistate sales and use tax filings.
Experience with distributor reporting, sales deductions, inventory accounting, or manufacturing cost analysis.
Experience with QuickBooks, Ekos, or similar accounting and operational systems.
Proficiency with Power Query, Power BI, or other reporting and data analysis tools.
Experience providing guidance or oversight to accounting or financial operations staff.
CPA or CPA candidate.

Responsibilities

Manage monthly and year-end close activities and prepare accurate, timely financial reporting in accordance with GAAP.
Prepare journal entries, account reconciliations, and supporting schedules for accruals, fixed assets, depreciation, prepaid expenses, and debt obligations.
Reconcile revenue, distributor transactions, sales deductions, cash clearing accounts, and other balance sheet accounts to the general ledger.
Investigate and resolve accounting discrepancies and maintain accurate records and supporting documentation.
Prepare monthly financial statements and management reporting packages.
Coordinate year-end closing activities and support external audits and annual tax preparation.
Oversee reconciliation of retail, e-commerce, merchandise, and taproom sales, including revenue recognition and deposit recording.
Collaborate with Operations and Production on inventory accounting, cost reporting, and operational financial analysis.
Maintain and enhance cash flow forecasts and financial models for revenue, operating expenses, production costs, and working capital.
Prepare and distribute monthly budget-to-actual reports, identify significant variances and trends, and partner with department leaders to analyze performance and improve forecast accuracy.
Develop and maintain financial and operational KPIs, and assist with annual budgeting, periodic forecasts, and ad hoc financial analysis.
Provide day-to-day oversight, guidance, and work product review for the Sales & Accounting Operations Coordinator.
Oversee accounts receivable activities, including invoicing, payment application, collections, credit memos, distributor deductions, and reconciliations.
Review distributor sales, depletion reports, AR aging, billbacks, and sales deductions for accuracy and consistency with financial records.
Maintain and validate sales forecasting models, distributor performance reporting, and related financial analyses.
Partner with Sales leadership to improve reporting, collections, and visibility into distributor performance.
Maintain internal controls and documentation for sales-related transactions.
Support price posting, label registration, and related regulatory processes as needed.
Prepare and file applicable state sales and use tax returns and federal and state excise tax reports.
Support TTB reporting, including reconciliation of production, inventory, and taxable sales activity.
Prepare annual California Redemption Value (CRV) and business property tax filings, as applicable.
Prepare and submit monthly bank covenant compliance packages, including supporting financial schedules.
Maintain compliance calendars and documentation for timely regulatory filings, and support external audits, tax preparation, and regulatory inquiries.
Identify and implement improvements to accounting, financial reporting, and sales operations processes to increase efficiency, accuracy, and automation.
Develop and optimize Excel-based models, reporting templates, and data integrations.
Support improvements to accounting systems, internal controls, and reporting workflows.
Establish priorities and reporting standards for the Sales & Accounting Operations Coordinator and provide training and professional development support.
Collaborate across Finance, Sales, Operations, and Production to improve financial visibility and operational decision-making.
Support additional finance and accounting initiatives as assigned by the CFO.