Senior FP&A & Accounting Analyst

Work Arrangement / Work Shift: Remote | 10AM to 7PM EST

Role Overview:

We are seeking a highly analytical and detail-oriented Senior FP&A & Accounting Analyst based in the Philippines to support the financial management of our U.S.-based business. This role combines financial planning and analysis, accounting oversight, budgeting, forecasting, cash flow management, inventory and margin analysis, and executive reporting. The ideal candidate will serve as a trusted financial partner to the Founder and cross-functional leaders, helping the company understand performance, manage spending, improve profitability, and make informed business decisions.

What You'll Be Doing:

Financial Planning, Budgeting & Forecasting

• Lead the development and ongoing management of the company's annual operating budget.
• Prepare monthly, quarterly, and annual financial forecasts.
• Build and maintain short-term and long-range financial models.
• Partner with department leaders to develop functional budgets and spending plans.
• Monitor actual performance against budget and forecast.
• Prepare detailed variance analyses with clear explanations, business implications, and recommended actions.
• Maintain rolling forecasts that reflect changes in sales, inventory, hiring, marketing spend, and operating expenses.
• Develop scenario and sensitivity analyses to support strategic decisions.
• Evaluate the financial impact of new hires, vendor engagements, product launches, pricing changes, and other business initiatives.

Cash Flow & Working Capital Management

• Build and maintain a rolling 13-week cash flow forecast.
• Prepare longer-term cash flow and capital requirement projections.
• Monitor cash balances, expected receipts, vendor payments, inventory purchases, and other major cash commitments.
• Identify potential cash flow risks and recommend actions to address them.
• Analyze working capital, including accounts receivable, accounts payable, inventory, and prepaid expenses.
• Support leadership in prioritizing expenditures and managing company runway.

Financial Reporting & Executive Insights

• Prepare accurate and timely monthly, quarterly, and annual management reporting.
• Create an executive financial dashboard that clearly communicates company performance.
• Prepare monthly reporting packages, including:
• Profit and loss analysis
• Balance sheet review
• Cash flow reporting
• Budget versus actual results
• Revenue and gross margin analysis
• Departmental spending
• Inventory and working capital reporting
• Key financial and operating metrics
• Identify material trends, risks, and opportunities within financial results.
• Translate financial data into concise, actionable insights for non-finance stakeholders.
• Support the preparation of board, lender, investor, or other stakeholder reporting as needed.

Accounting Oversight & Monthly Close

• Partner closely with the company's external accounting firm to support an accurate and timely monthly close.
• Review monthly financial statements and close packages for completeness and accuracy.
• Review account reconciliations, journal entries, accruals, prepaid expenses, and expense classifications.
• Ensure transactions are recorded accurately and consistently in accordance with U.S. GAAP and company policies.
• Monitor open accounting items and coordinate with internal and external partners to resolve discrepancies.
• Assist with accounts payable, payment approvals, vendor documentation, and cash disbursement controls.
• Support annual tax preparation, audit requests, insurance reporting, and other compliance-related processes.
• Maintain financial documentation and support the development of appropriate internal controls.

Inventory, Cost of Goods & Gross Margin Analysis

• Maintain and analyze product-level cost of goods sold and gross margin reporting.
• Review product costs, packaging costs, manufacturing expenses, freight, duties, warehousing, fulfillment, and other landed cost components.
• Partner with Operations and Supply Chain to improve the accuracy of inventory and product cost reporting.
• Monitor inventory balances, inventory movements, purchase orders, receipts, and write-offs.
• Support inventory reconciliations between accounting records, warehouse records, and operating systems.
• Analyze inventory reserves, obsolescence, damaged goods, samples, testers, and promotional product usage.
• Monitor inventory turns, weeks of supply, and working capital invested in inventory.
• Identify opportunities to improve product margin and reduce unnecessary costs.

Revenue, Ecommerce & Profitability Analysis

• Analyze revenue performance by product, channel, customer type, and promotion.
• Review gross margin, contribution margin, discounting, returns, shipping revenue, fulfillment costs, and payment processing fees.
• Support profitability analysis for direct-to-consumer, wholesale, retail, and other future sales channels.
• Track ecommerce and financial KPIs, including:
• Net sales
• Average order value
• Gross margin
• Contribution margin
• Customer acquisition cost
• Marketing efficiency ratio
• Return on advertising spend
• Lifetime value
• Repeat purchase rate
• Refund and return rates
• Partner with Marketing to evaluate campaign performance and marketing efficiency.
• Support pricing analyses, promotional modeling, and product-level profitability decisions.

Expense Management & Vendor Analysis

• Monitor departmental and company-wide spending against approved budgets.
• Track recurring expenses and maintain visibility into committed and projected spend.
• Review major vendor contracts, statements of work, and proposals for financial implications.
• Evaluate agency fees, consulting arrangements, software expenses, manufacturing commitments, and other major expenditures.
• Identify cost-saving opportunities and areas of inefficient spending.
• Support invoice review, coding, approval workflows, and payment planning.
• Maintain financial trackers for contracts, payment schedules, deposits, and outstanding commitments.

Cross-Functional Business Partnership

• Serve as a financial partner to Operations, Supply Chain, Product Development, Marketing, Ecommerce, Customer Experience, and executive leadership.
• Help department leaders understand budgets, spending, performance, and financial tradeoffs.
• Support business cases for strategic initiatives and major investments.
• Provide ad hoc financial analysis to support company decision-making.
• Communicate financial findings clearly and constructively to stakeholders with varying levels of financial experience.
• Help establish a culture of financial accountability across the organization.

Systems, Controls & Process Improvement

• Build scalable FP&A, accounting, and reporting processes appropriate for a growing company.
• Develop standardized financial templates, trackers, dashboards, and reporting calendars.
• Improve the efficiency and accuracy of budgeting, forecasting, close, and reporting processes.
• Support the implementation and integration of accounting, inventory, ecommerce, payroll, expense, and reporting systems.
• Identify opportunities to automate manual financial processes.
• Maintain clear documentation of financial procedures, reporting methodologies, and internal controls.
• Help ensure appropriate segregation of duties, approval workflows, and financial oversight.

Measures of Success

• Establish a reliable annual budgeting and rolling forecasting process.
• Build and maintain a 13-week cash flow forecast.
• Deliver timely and accurate monthly executive financial reporting.
• Improve visibility into spending, cash requirements, inventory, gross margin, and profitability.
• Strengthen coordination between the company and its external accounting partners.
• Develop product-level and channel-level profitability reporting.
• Improve forecasting accuracy across revenue, inventory, marketing, and operating expenses.
• Build scalable finance processes, controls, and reporting tools that support the company's growth.
• Provide leadership with clear financial insights that improve decision-making.

What You'll Need:

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• At least 5 years of professional experience in FP&A, corporate finance, accounting, or a closely related role.
• Prior FP&A or corporate finance experience supporting U.S.-based companies is required.
• Strong understanding of U.S. GAAP and the primary financial statements.
• Demonstrated experience managing budgets, forecasts, variance analyses, and financial models.
• Experience reviewing financial statements and supporting the monthly accounting close.
• Advanced Microsoft Excel and Google Sheets skills.
• Strong financial modeling and analytical capabilities.
• Excellent written and verbal English communication skills.
• Ability to work effectively with U.S.-based stakeholders and maintain meaningful overlap with U.S. Eastern Time business hours.

What Will Set You Apart:

• Professional credentials such as a CPA, CMA, CFA, or an equivalent certification.
• Direct experience working in startup, early-stage, or high-growth environments across consumer products, retail, beauty, or ecommerce sectors (with direct-to-consumer and wholesale models).
• Specialized expertise managing inventory accounting, landed costs, gross margin analysis, and working capital.
• Practical knowledge of financial platforms like QuickBooks Online, NetSuite, Xero, Shopify, and standard tools for inventory, payroll, and expense management.
• Solid familiarity with business intelligence platforms (Power BI, Tableau, Looker Studio), external team coordination, and U.S. compliance requirements (sales tax, registrations, 1099, payroll).