5+ years of experience in accounting or finance, specifically in financial planning and analysis roles
3+ years of supervisory or management experience
Bachelor's degree in accounting, finance, or business; CPA is highly preferred
Expertise in US GAAP with a focus on revenue recognition (ASC 606) and lease accounting (ASC 842)
Experience with budget development, rolling forecasts, and cash flow management
Familiarity with monthly business review processes and variance analysis
Understanding of cost structures in manufacturing or service-intensive sectors.
Responsibilities
Lead the monthly Business Review process to present KPIs and financial insights for strategic decision-making
Maintain and enhance a 13-week rolling cash flow forecast to manage liquidity and working capital
Conduct monthly variance analysis against budgets, identifying root causes and corrective actions
Act as the primary financial partner to Shop Managers, delivering financial insights and recommendations
Manage annual budgeting and financial planning processes to align resources with strategic initiatives
Perform peer shop analysis to drive operational improvements and cost efficiency
Ensure timely and accurate monthly financial reporting and compliance with accounting standards.
Benefits
Comprehensive health and dental insurance
401(k) plan with company match
Generous paid time off and holidays
Professional development opportunities
Flexible work arrangements.
Full Job Description
WHY THIS ROLE IS IMPORTANT
Develop and lead the monthly Business Review (MBR) process, presenting key performance indicators, financial insights, and variance analysis to corporate and local management; drive accountability and inform strategic decision-making across the organization.
Implement, maintain, and continuously enhance a robust 13-week rolling cash flow forecast, identifying liquidity risks and opportunities; ensure the division maintains optimal working capital and operational liquidity.
Conduct comprehensive monthly variance analysis against budget and forecast, identifying root causes of performance deviations and developing corrective action plans in collaboration with operational leaders.
Serve as primary financial business partner to Shop Managers and operational leaders, providing proactive financial insights, benchmarking analysis, and recommendations to improve operating efficiency and profitability.
Lead annual budgeting and long-range financial planning processes; develop realistic, detailed budgets that drive accountability and support strategic growth initiatives.
Conduct peer shop analysis and performance benchmarking to identify best practices and opportunities for operational improvement and cost optimization.
Ensure timely and accurate monthly financial reporting to local and corporate management, including preparation and submission of subsidiary financial results for corporate consolidation; deliver clear, actionable financial narratives alongside financial statements.
Oversee the month-end close process, ensuring accurate revenue recognition in accordance with ASC 606 and complete balance sheet reviews and account reconciliations.
Maintain the general ledger and ensure full compliance with US GAAP, US tax requirements, and company accounting policies.
Coordinate matching of intercompany and intersegment balances among all parties; ensure accurate consolidation support.
Support external audit procedures and maintain effective relationships with auditors.
Serve as the company's subject matter expert on lease accounting (ASC 842); ensure all operating and finance leases are properly identified, recorded, and reported in accordance with current accounting standards.
Maintain lease inventory, perform lease accounting calculations, and ensure accurate balance sheet presentation and footnote disclosure.
Evaluate lease arrangements for proper classification and impact on financial position; provide guidance to operations on lease accounting implications of new equipment or facility decisions.
Oversee day-to-day treasury and working capital activities, including cash management, accounts payable, and accounts receivable functions to ensure liquidity, timely payments, and effective collections.
Verify payroll and accounts payable runs, assisting in processing as needed; ensure compliance with payment terms and tax withholding requirements.
Manage sales and use tax compliance, including timely preparation, review, and filing of returns, while ensuring adherence to applicable state and local tax regulations.
Team Leadership & Organizational Development
Supervise, mentor, and develop accounting, accounts payable, and accounts receivable team members;
Work cross-functionally with various departments to provide financial insights and relevant reporting that supports operational excellence
THE BACKGROUND THAT FITS
5+ years of progressive accounting/finance experience with demonstrated advancement into financial planning and analysis roles
3+ years of supervisory or management experience
Bachelor's degree in accounting, finance, or business (CPA highly preferred)
Strong technical knowledge of US GAAP with demonstrated expertise in revenue recognition (ASC 606) and lease accounting (ASC 842)
Proven experience developing and managing budgets, rolling forecasts, and cash flow models in a dynamic business environment
Experience implementing and leading monthly business review processes with variance analysis and performance metrics
Knowledge of cost of goods sold similar to a manufacturing or service-intensive environment
