FinanceWithin

Ecommerce

• Oversee a pod of Accounting Managers, bookkeepers, and a book of clients
• Provide support and direction to the team
• Deliver weekly and monthly financial reporting to clients through the team
• Serve as an escalation point and thought partner for clients
• Ensure accuracy of presented data and perform final quality control of deliverables
• Oversee month-end close and key accounting activities
• Review management reports, accounting packages, reconciliations, balance sheet and P&L trends
• Review inventory reconciliation, write-offs, obsolescence adjustments, product costs, and inventory systems
• Review accounts receivable processing and aging reports
• Review accounts payable processing, aging reports, and Bill.com payments
• Review payroll processing, journal entries, and accruals
• Provide ad hoc reports and details
• Oversee client communications
• Supervise and train the team on client and administrative duties
• Help develop SOPs and training documents
• Manage the pod budget
• Maintain clean files and document storage
• Participate in assigned training
• Contribute to the internal team as a thought partner

Senior Accounting Manager – CPG & E-Commerce

Controller

• Oversee a pod of Accounting Managers, bookkeepers, and a book of clients
• Provide team support, direction, supervision, and training
• Oversee month-end close and key accounting activities
• Review management reports, key metrics, accounting packages, reconciliations, and balance sheet and P&L trends
• Review inventory reconciliation, write-offs, obsolescence adjustments, product costs, and inventory systems
• Review accounts receivable processing and aging reports
• Review accounts payable processing, aging reports, and Bill.com payments
• Review payroll processing, journal entries, and accruals
• Provide ad hoc reports and details
• Provide client dashboards and KPIs
• Help clients develop finance and accounting SOPs
• Educate clients on their financial situation and serve as a strategic advisor and thought partner
• Oversee client communications and serve as an escalation point
• Develop SOPs and training documents
• Lead training sessions
• Create efficiencies, build automations, and enable AI where possible
• Manage the pod budget
• Maintain clean files and document storage

Controller – CPG, E-Commerce

• Serve as fractional Client CFO for a portfolio of consumer brands across e-commerce, retail, and CPG
• Lead financial strategy, advisory, and FP&A for multiple brands
• Own budgeting, cash runway, forecasting, and board reporting
• Act as a strategic partner to founders, CEOs, and investors
• Manage banking, credit, investor, and board relationships
• Build and maintain dynamic 1/3/5-year financial models
• Drive rolling forecasts, margin analysis, scenario planning, and demand planning
• Build KPI dashboards and reporting systems for executive teams
• Review reconciliation data with the internal accounting team and ensure reporting integrity
• Advise on fundraising, M&A, debt strategy, and capital allocation
• Support and own credit packs and serve as deal-time CFO when needed
• Support board material preparation and investor communications
• Provide decision frameworks for growth, burn, and tradeoffs
• Templatize, automate, and scale recurring work
• Use ChatGPT, Gemini, Google Sheets, and Zapier to improve delivery speed
• Document SOPs and drive internal improvements to the client delivery engine

CFO, CPG & E-Commerce

Financial Planning and Analysis

• Build and maintain demand planning financial models and operating models for clients, including 13-week cash flow and balance sheet
• Oversee and manage the creation and development of budgets
• Review and evaluate client KPIs established by leadership teams and build dashboards
• Perform variance and trend analysis for departmental expenses and strategic projects
• Ensure data accuracy in financial models and alignment and reconciliation between managerial analysis and accounting books
• Research, analyze, and compile data inputs for business plans and cases addressing corporate initiatives
• Prepare due diligence documentation, including credit packages for lenders and startup pitch decks
• Work closely with the internal CFO and Controller to support client needs
• Support ad hoc reporting, projects, and strategic initiatives
• Manage work across 4 to 8 clients at once and report to a Finance Director

Financial Analyst – E-Commerce

• Manage the month-end close process for FinanceWithin clients
• Work as a consultant with FinanceWithin clients
• Assemble monthly financial packets and present financial statements to clients
• Oversee month-end closing and accounting activities
• Circulate accurate and timely financial management reports, including monthly financial statements, annual audits, and annual budgets
• Project and update cash flow and communicate cash position to clients
• Create financial packages, including margin recognition and reconciliation/recording of sales, deferrals, accruals, returns, discounts, and write-offs
• Manage and reconcile inventory, including physical inventory, subledger-to-GL reconciliation, accruals, samples, adjustments, obsolescence, and purchase orders
• Reconcile bank, credit card, PayPal, Stripe, and other payment accounts
• Reconcile balance sheet accounts and manage amortization schedules
• Manage accounts receivable and accounts payable
• Manage AR aging reports
• Manage AP in Bill.com or related software
• Manage client payroll
• Work with FinanceWithin management to support the team
• Advise clients on accounting-related work
• Handle general ledger accountability, financial analysis, financial reporting, profitability analysis, and special projects

Senior Accounting Manager – CPG & E-Commerce

Controller – CPG, E-Commerce

CFO, CPG & E-Commerce

Financial Analyst – E-Commerce

Accounting Manager – E-Commerce