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Finance & Operations Lead
Mint SourceFinance & Operations Lead managing financial processes and operational strategies for a scaling CPG business. Overseeing monthly reconciliation, budgeting, and vendor negotiations to ensure financial health.
About the role
Key responsibilities & impact- Own monthly close and reconciliations in NetSuite or QuickBooks to maintain accurate, compliant books
- Build BI dashboards for real-time sales, gross margin, distributor performance, and working capital to inform daily decisions
- Analyze SKU, channel, and customer profitability to guide pricing, promotions, and mix
- Lead vendor and distributor negotiations to improve COGS, payment terms, and trade spend efficiency
- Establish clear approvals, purchasing discipline, and expense controls to protect margin and cash
- Run cash forecasting and working capital management across AP, AR, and inventory to support growth
- Develop budgets and rolling forecasts, including scenario modeling for fundraising and planning
- Prepare board and investor reporting with crisp insights, variance analysis, and action-oriented recommendations
- Partner with Sales, Ops, and Supply Chain to align demand planning, production, and inventory with margin goals
- Optimize the finance tech stack and data flows between NetSuite, QuickBooks, and BI dashboards for reliability and speed
Requirements
What you’ll need- Extensive finance experience at a mid-to-senior level with strong operational and commercial exposure to link numbers to execution
- Hands-on skill with NetSuite or QuickBooks and BI dashboards to build dependable reporting and insights
- Proven success negotiating with vendors and distributors to improve margins and cash terms
- Background in CPG or beverage is a plus to navigate distributor dynamics, trade spend, and inventory realities
- Fluent English and proactive communication to drive alignment and influence decisions across teams
- Detail-obsessed and thoughtful yet commercially savvy to balance accuracy, speed, and impact
- Comfort working 80% independently in a lean, scaling environment with a roll-up-the-sleeves approach
- Process and controls mindset to install scalable approvals, documentation, and compliance as the business grows
Benefits
Comp & perks- High ownership to architect the finance stack and operating cadence
- Clear KPIs, structured feedback, and autonomy to make data-led decisions
- Direct exposure to leadership and investor-facing work with meaningful influence on strategy
- Opportunity to shape pricing, terms, and processes with tangible impact on margin and cash
- Remote-first flexibility aligned to ET hours
- Room to grow with the business, including potential to build and lead a team
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisbudgetingforecastingvariance analysiscash forecastingprofitability analysisscenario modelingnegotiationexpense controldata analysis
Soft Skills
proactive communicationdetail-orientedcommercially savvyoperational exposureinfluencing decisionsteam alignmentindependent workthoughtful decision-makingprocess mindsetscalable documentation