Sr. Finance Analyst
About The Position
The Senior Accountant is responsible for overseeing Triquetra Health's accounting operations to ensure financial accuracy, compliance, and timely reporting. This role manages financial records, reconciliations, reporting, and internal controls while supporting leadership with financial insights to guide strategic decision-making. Triquetra Health is currently transitioning to Sage Intacct, and the Senior Accountant will play an active role in the implementation and ongoing optimization. Beyond day-to-day accounting, this role owns the company's cash flow forecasting and partners with leadership on complex financial models supporting budgeting, scenario planning, and strategic decisions. The Senior Accountant ensures the integrity of Triquetra's financial records and reporting. The role focuses on reconciliations, compliance, financial analysis, and process improvements to support operational transparency and informed decision-making.
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 (Sage Intacct, NetSuite, Xero, or similar).
- Demonstrated experience building financial models, rolling forecasts, and cash flow projections.
- Demonstrated experience preparing financial statements and performing account reconciliations.
- Inventory and cost accounting experience in a physical product or 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.
Nice To Haves
- Direct experience with Sage Intacct, especially with implementation, migration, or rollout projects.
- FP&A or finance business-partnering background, 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 / multi-state nexus experience in a DTC ecommerce context.
- Experience in consumer health, 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.
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.
- Own 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
