Accounting & Operations Lead at Herbal Goodness

Position Summary

• The Finance & Operations Lead will play a critical role at the intersection of bookkeeping, financial reporting, e-commerce operations, inventory management, and process improvement. This person will be responsible for maintaining accurate financial records, driving timely reconciliations, supporting decision-making with data, and partnering cross-functionally to improve business performance.
• This role is ideal for a candidate who is strong in QuickBooks, account reconciliations, reporting, Excel, bookkeeping, and operational follow-through, and who thrives in a fast-paced entrepreneurial environment.

Key Responsibilities

Accounting, Financial Management & Bookkeeping

• Support leadership with accounting, bookkeeping, financial management, analysis, and weekly/monthly reporting
• Manage accounts payable and accounts receivable
• Reconcile bank accounts, credit card accounts, and other balance sheet accounts accurately and on time
• Reconcile E-Commerce channels' deposits in QuickBooks Online
• Maintain accurate bookkeeping records and ensure clean financial data for decision-making
• Assist with financial statement preparation, account analysis, and balance reporting
• Support tax-related recordkeeping and coordination with external accountants as needed
• Help improve the chart of accounts structure, classifications, and financial controls

Operations & E-Commerce Management

• Manage key aspects of e-commerce operations, including:
  • Demand Planning and Forecasting
  • Purchase orders & receiving
  • Inventory control
  • Shipping and logistics
• Monitor operational workflows and identify opportunities to improve efficiency and reduce errors
• Drive purchasing decisions, working closely with warehouse and operations teams to develop reports on inventory levels and prevent stockouts or excess inventory
• Help manage warehouse-related activities across multiple locations, including:
  • Own warehouse, Texas
  • Fulfillment by Amazon/Walmart (FBA)/FBW
• Support freight, import/export, and vendor coordination activities

Inventory, Reporting & KPI Management

• Track, analyze, and report on key performance indicators (KPIs) across finance and operations
• Build and maintain reports that provide visibility into inventory, purchasing, fulfillment, and financial health
• Monitor inventory levels and support timely replenishment to maximize sales opportunities
• Collaborate with cross-functional teams, including marketing, operations, customer service, and purchasing, to align data and action plans
• Identify trends, discrepancies, and areas for corrective action

Process Improvement

• Support cross-functional process improvement initiatives to ensure company objectives are achieved
• Help establish systems, templates, and reporting discipline across the finance and operations team
• Participate in onboarding and performance review initiatives
• Support the creation of training processes, operational documentation, and accountability systems

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred
• 3+ years of experience in bookkeeping, financial operations, accounting, or finance/operations coordination
• Strong proficiency in QuickBooks Online and Microsoft Excel
• Demonstrated experience with:
  • Account reconciliation
  • AP/AR management
  • Financial reporting
  • Inventory and operational reporting
• Strong analytical and problem-solving skills with close attention to detail
• Excellent time management and ability to meet deadlines with speed and accuracy
• Strong written and verbal communication skills
• Comfortable working independently in a remote environment while collaborating across teams

Preferred Experience

Candidates with experience in the following areas will be especially attractive:

• E-commerce accounting and operations
• Experience with QuickBooks Online and ERP systems
• Amazon reconciliations
• Inventory-driven businesses
• Start-up or growth-stage companies
• Payroll setup and bookkeeping for small businesses
• Tax return support, tax compliance research, or business/personal tax preparation
• Advanced Excel and PowerPoint for business analysis and presentation

What We’re Looking For

We are looking for someone who is:

• Highly analytical and deadline-driven
• Organized and process-oriented
• Accurate, fast, and dependable
• Passionate about clean books, operational excellence, and business improvement
• Comfortable rolling up their sleeves and helping build strong systems in a growing company