Chief Financial Operations Specialist
1 week ago
We are seeking a seasoned bookkeeper to join our team and contribute to the financial success of our clients.
This role involves maintaining accurate and up-to-date financial records, ensuring timely period closes and delivering unit economics that drive business decisions.
- Maintain daily posting and month-end close for multiple locations, ensuring timely period closes and delivering unit economics that franchise owners use to make decisions.
Key Responsibilities:
- Reconcile bank/credit card/merchant accounts and third-party delivery or marketplace deposits.
- Record daily sales summaries, track inventory/COGS and waste, and post landed costs.
- Run three-way match for vendor bills, process payments, credit memos, and vendor statements.
- Prepare payroll inputs, reconcile payroll journals, and track labor % by location/department.
- Prepare sales/use tax workpapers, coordinate e-filings, and maintain audit-ready records.
- D deliver location P&L, balance sheet, cash flow, and consolidated roll-ups on a 4-5-4 retail calendar or monthly close.
Qualifications:
- 3+ years in SMB or franchise bookkeeping (multi-unit strongly preferred).
- Proficient with QuickBooks Online (classes/locations, bank rules, recurring journals); Xero a plus.
- Hands-on with at least one POS listed above and marketplace/aggregator reconciliations.
- Working knowledge of U.S. GAAP basics, sales tax, payroll journal entries, and multi-state nuances.
- Strong Excel/Google Sheets skills (pivot tables, lookups, basic modeling).
- Detail-obsessed, organized, and comfortable owning deadlines across multiple clients.
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