Part-Time Fractional CFO / Finance and Operations Manager

We are seeking a detail-oriented and proactive Finance and Operations Manager to oversee the complete accounting cycle for our company. Understanding the US Retail Grocery landscape is a critical element of this position.

This role requires a hands-on approach to managing daily financial transactions, along with the ability to handle strategic financial tasks, vendor relations, process improvements, and inventory management at the distribution level.

• Accounts Receivable and Customer Management
  • Process the full cycle of customer invoicing, including EDI and non-EDI invoices for major retailers.
  • Manage and apply customer payments received via ACH and check, ensuring proper recording against invoices and accounting for any deductions or discounts.
  • Investigate, dispute, and manage customer deductions, including chargebacks (OTIFs) and damages.
  • Proactively follow up with customer accounts payable teams to ensure timely payment and update any necessary account information.
  • Set up new customer accounts, ensuring all required documentation, such as W9s, is collected and filed.
• Accounts Payable and Vendor Management
  • Oversee the entire accounts payable process, from receiving and getting approval for vendor invoices to processing payments.
  • Process vendor payments through various methods, including ACH, wire, and checks, using our primary banking platform.
  • Set up and maintain vendor profiles in both the accounting system (QBO) and banking platform.
  • Ensure all vendor invoices and related documents are appropriately saved and organized in a shared drive.
• Financial Reporting and Reconciliation
  • Maintain and manage QuickBooks Online (QBO), including recording and matching all bank transactions for payments and expenses.
  • Prepare and generate key financial reports as needed, such as the Profit & Loss and Balance Sheet.
  • Update and maintain the master sales and profitability tracking worksheet with order details, invoice information, and payment data.
  • Perform regular reconciliation of accounts to ensure accuracy.
• Strategic and Administrative Functions
  • Coordinate and execute price increase implementations by communicating with brokers, updating internal price lists, and confirming the changes with retailers.
  • Manage company financial documents and new account forms.
  • Serve as a central point of contact for financial matters, communicating with internal teams, vendors, and customers via email, Slack, and meetings.

Requirements:

• Proven experience in a finance or accounting role within the US retail industry.
• Deep understanding of retail financial operations, including trade spend, deductions, and chargebacks (OTIFs).
• Hands-on proficiency with QuickBooks Online (QBO) is required.
• Advanced skills in Microsoft Excel or Google Sheets.
• Experience navigating and utilizing retailer portals for invoicing and deduction management.
• Exceptional communication and interpersonal skills.
• Highly organized with a strong attention to detail.
• A proactive, self-starting individual.
• Experience working with international teams is a plus.
• A Bachelor’s degree in Accounting, Finance, or a related field is preferred.

What is the last date for applying to the job?

Which countries are accepted for this remote job?