Financial Analyst / Accountant at Nicole Sinclair Consulting

The Financial Analyst / Accountant will play a key role in supporting financial decision-making at Beyond by analyzing financial data, preparing reports, forecasting performance, and managing core accounting functions. This role is integral to maintaining financial health and operational efficiency across all business units, including membership, retail, classes, and personal training.

Key Responsibilities:

• Record and reconcile all financial transactions, including membership fees, retail sales, and expenses.
• Manage accounts receivable and accounts payable processes, ensuring timely invoicing and payments.
• Assist with month-end and year-end closing activities: journal entries, bank reconciliations, and preparation of financial statements.
• Ensure full compliance with local tax regulations and reporting requirements.
• Prepare and submit accurate tax filings and supporting documentation on behalf of Beyond.
• Collect, analyze, and interpret financial and operational data to identify trends, risks, and opportunities for improvement.
• Prepare and present monthly and ad-hoc financial reports to management to support strategic decision-making.
• Support the development of annual budgets and monthly forecasts.
• Evaluate all revenue streams, including memberships, group classes, personal training, and product/retail sales.
• Analyze cost structures, including payroll, equipment maintenance, marketing, and other operating expenses.
• Develop and maintain dashboards and KPIs to track business performance.
• Handle daily debt recovery processes for front desk purchases and outstanding balances.
• Perform regular budget reviews, revenue analysis, and cost monitoring to ensure financial goals are met.
• Sort and organize invoices, receipts, and supporting financial documentation on a daily basis.
• Oversee inventory management, including tracking of retail stock and reconciliation of inventory records.

Qualifications / Experience:

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 4-5 years of experience in a finance or accounting role (experience in retail, hospitality, or fitness industry is a plus).
• Solid knowledge of financial analysis and accounting principles.
• Proficiency in accounting software and Microsoft Excel.
• Familiarity with Power BI and other enterprise tools is an advantage.
• High level of accuracy, attention to detail, and organizational skills.
• Strong interpersonal and communication skills.
• Ability to multitask effectively and work under pressure in a fast-paced environment.