Finance Analyst Lead
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Finance Analyst / Lead
Herbal Goodness
Full-Time Reports to: CEO
Position Summary
The Finance Lead is responsible for the financial health reporting accuracy and strategic financial planning of Herbal Goodness. This role oversees accounting financial analysis budgeting cash flow management and internal controls while providing leadership with clear financial visibility to support decision-making and long-term growth.
Key Responsibilities
Financial Reporting & Accounting
Prepare monthly quarterly and annual financial statements and management reports.
Maintain accurate and clean books in QuickBooks Online (QBO).
Oversee chart of accounts journal entries reconciliations and month-end closing.
Maintain fixed asset register and depreciation schedules.
Ensure accurate cost of goods sold (COGS) vendor mapping and product financial data.
Budgeting Forecasting & Planning
Develop and maintain annual and quarterly budgets by department.
Monitor actual performance versus budget and conduct variance analysis.
Develop financial forecasts and support long-term strategic planning.
Support development of the companys multi-year growth plan.
Cash Flow & Treasury Management
Monitor daily weekly and monthly cash flow.
Forecast working capital needs and ensure adequate liquidity.
Oversee accounts payable and receivable processes.
Manage banking relationships and optimize cash management.
Financial Analysis & Business Intelligence
Analyze profitability by product channel and department.
Track financial KPIs and prepare dashboards for leadership.
Provide ROI and cost-benefit analysis for investments hiring and expansion initiatives.
Ensure leadership has clear timely and actionable financial visibility.
Compliance Audit & Risk Management
Ensure compliance with financial regulations tax requirements and company policies.
Support tax preparation filings and CPA coordination.
Maintain audit-ready records and coordinate external audits and reviews.
Identify financial risks and implement mitigation strategies.
Internal Controls & Process Governance
Document and maintain SOPs for financial and accounting processes.
Ensure adherence to approval workflows and internal controls.
Oversee vendor setup approvals and payment controls.
Maintain process documentation and checklists to ensure accuracy and consistency.
Procurement & Payment Oversight
Review and approve purchase orders and vendor payments within delegated authority.
Ensure proper approvals are obtained before payments are processed.
Cost Management & Process Optimization
Identify cost-saving opportunities and operational efficiencies.
Review expenses and vendor terms to improve margins.
Recommend and implement automation and workflow improvements in financial processes.
Strategic Support & Decision-Making
Support investment pricing and expansion decisions with financial analysis.
Prepare financial models and reports for funding or strategic initiatives.
Partner with leadership to align financial strategy with business goals.
Cross-Functional Collaboration
Work closely with Operations Supply Chain Sales and Marketing to align financial planning with business needs.
Support campaign budgeting inventory planning and procurement forecasting.
Leadership & Team Support
Supervise bookkeeping and finance support staff as applicable.
Provide training guidance and performance oversight.
Ensure timely and reliable reporting across the organization.
Qualifications
Degree in Finance Accounting Business or related field.
Minimum of 7 years of experience in financial reporting budgeting and cash flow management.
Experience with QuickBooks Online ERP knowledge and financial dashboards. Expert in Excel.
Strong analytical organizational and problem-solving skills.
High level of integrity accuracy and attention to detail.
Guiding Principles
Maintain accurate and reliable financial data at all times.
Ensure financial decisions are data-driven and aligned with company strategy.
Continuously identify opportunities for cost savings revenue growth and operational efficiency.
Foster strong collaboration across departments to support profitability and sustainable growth.
Submit resume and cover letter.
Required Experience:
Manager
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
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