About The Position

FinanceWithin is a full-service finance and accounting firm serving startups and high-growth companies, helping them become investor-grade. The firm embeds experienced finance and accounting professionals within client operations as an extension of each client’s in-house team. Its services include advisory, financial planning and analysis, accounting and bookkeeping, and additional support such as exit strategy, M&A, working capital advisory, financing, governance and compliance, and financial infrastructure and software implementation. The Accounting Manager manages clients’ month-end close processes and works as a consultant with FinanceWithin clients. The role helps assemble monthly financial packets and present financial statements to clients. It calls for strong experience with QBO and Xero; advanced Excel skills and strong business acumen are ideal.

Requirements

  • At least 6 years of full-cycle accounting experience.
  • At least 2 years of experience in a multi-client or consulting role.
  • Advanced proficiency in QBO and Xero.
  • Firm grasp of accounting principles.
  • Excellent analytical and communication skills.
  • Proactive and team-centric attitude.

Nice To Haves

  • E-commerce experience, including experience with Shopify, PayPal, Bill.com, or similar tools, is a big plus.
  • Advanced Excel skills and strong business acumen are ideal.

Responsibilities

  • Oversee month-end close and key accounting activities for clients, including accurate and timely financial management reports, monthly financial statements, annual audits, and annual budgets.
  • Prepare and update cash flow projections and communicate clients’ cash positions.
  • Create financial packages, ensuring proper margin recognition and recording or reconciling sales, deferrals, accruals, returns, discounts, and write-offs; monitor wholesale sales orders.
  • Manage inventory accounting, including physical-to-subledger and subledger-to-general-ledger reconciliations, accruals, samples, adjustments, obsolescence, and purchase order monitoring.
  • Reconcile bank and credit card statements.
  • Reconcile other payment accounts, such as PayPal and Stripe.
  • Reconcile balance sheet accounts and maintain a thorough understanding of amortization schedules.
  • Manage accounts receivable and accounts payable.
  • Manage client accounts receivable aging reports.
  • Manage client accounts payable in Bill.com or related software.
  • Manage payroll for clients.
  • Work with FinanceWithin management to support the team.
  • Consult with clients on accounting-related work.
  • Maintain general ledger accountability and perform financial analysis, financial reporting, special reporting, profitability analysis, and other assigned special projects.
  • Engage proactively and take a solutions-oriented approach to help ensure client success.
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