• Own inventory valuation, reconciliation, and cycle/physical count auditing across client portfolios • Ensure accuracy between physical counts and system records; investigate and resolve variances quickly • Apply and maintain appropriate costing methodologies (FIFO, LIFO, weighted average) by client and industry • Identify and reduce shrinkage, obsolescence, and carrying cost exposure • Prepare monthly, quarterly, and annual financial statements in compliance with GAAP • Deliver detailed inventory reports, COGS analysis, and gross margin insights tailored to each client's business model • Build and maintain management reporting packages that drive real decisions, not just check compliance boxes • Analyze supply chain metrics including inventory turnover, days-on-hand, and reorder points • Develop and implement procedures to prevent stockouts, reduce overstocking, and improve working capital efficiency • Partner with operations and fulfillment teams to align financial controls with day-to-day workflows • Lead ERP and inventory software implementations, migrations, and optimization projects • Train client staff on accounting procedures, controls, and system best practices • Maintain data integrity across platforms and ensure audit-ready records at all times • Serve as a trusted financial advisor to founders and leadership teams on cash flow, purchasing strategy, and growth planning • Provide budgeting, forecasting, and scenario modeling with particular focus on inventory investment and COGS • Proactively flag financial risks and opportunities — you're a partner, not just a reporter • Participate in developing and supporting strategic & financial plans • Support with new revenue streams • Due Diligence, ASC606, equity, GAAP compliance, Audit Preparation • Support pricing decisions. Provide analysis to determine appropriate annual bill rate changes. Review PCEs and client contracts and help determine payment schedules. • Provide overall financial oversight and monitoring, including weekly cash flow forecasting, monthly financial close, and annual budgeting process. • Oversee client risk management, business insurance, and legal activities, including customer contracts, leases, and other legal documents and agreements. • Manage all accounting operations, including invoicing, A/R, A/P, general ledger, and project accounting. • Manage month-end and year-end financial close process. • Monitor the financial performance of clients. • Prepare timely monthly reporting, including financial statements, project profitability, and team utilization. • Evaluate variances in business results against plans/targets and provide business insights to help drive management decisions. • Manage cash and required draws on the line of credit. • Oversee accounting processes and systems to improve controls and drive efficiency. Optimize existing financial systems (QuickBooks Online, Bill.com, and Expensify) and/or adopt new financial systems as appropriate. Ensure all accounting processes and policies are well-documented. • Manage relationships with banks, tax accountants, and corporate insurance providers. • Manage, oversee, and execute administrative and operational functions.