Financial Analyst / Data Entry

We help eCommerce brands with their financial planning & analysis. This role is a behind the scenes role who can help maintain and update the financial models we build for our clients.

Responsibilities
- Monthly reconciliation for the “annual model”: After the books are closed out by the accounting/bookkeeping team, this person would reconcile the P&L and monthly ending bank statements with the annual model and conduct variance analysis (compare budget vs. actuals)
- Weekly Cash Flow Reconciliation: This person would work with the AP/AR point person from the company and reconcile the upcoming payments for the next 1-4 weeks and enter them in the sheet
- Weekly/Monthly Inventory Reconciliation: Every week, this person would update the actual inventory for our clients in our inventory forecast sheet.
- Re-forecasting inventory: After the bi-weekly revenue re-forecast (done by the “head of finance” in conjunction w/ the client), this person would adjust the inventory purchase schedule based off the updated forecast. In addition, they would update the COGS outlay.
- Updating the model w/ added costs: This person would update the model w/ added costs in categories that are already there (not new)

Background
- This person should have 2-5 years of experience working in corporate finance & data entry
- Experience in ecommerce is a plus
- Must have knowledge of Google Sheets, Excel, QBO
- Knowledge of Shopify + Amazon Seller is a plus

We are a young but fast growing agency, plenty of room for growth in compensation & your career!