Financial Planning and Analysis

• Maintain and reconcile QuickBooks Online; ensure accurate bookkeeping and monthly close.
• Manage AR/AP, journal entries, and bank reconciliations.
• Prepare monthly reports on revenue, margin, and profit by channel (Retail, D2C, B2B).
• Conduct inventory accounting, including landed cost, duty, and freight allocation.
• Maintain the Pricing Master Sheet (MSRP, wholesale, and MAP tiers).
• Lead the 12-month rolling forecast, budgeting, and cash flow projections.
• Automate dashboards between QuickBooks, Shopify, and Google Sheets.
• Partner with Operations & Logistics on freight planning and inventory valuation.
• Support grant applications and compliance documentation with accurate financial data.

Finance & Operations Manager

Finance Operations Manager

FP&A Specialist

Credit & Finance Advising Assistant

Financial Accountant, CPA

Financial Analyst