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Senior Bookkeeper / Accountant (DRA)

Part-time

Omnie

Role Overview

We are seeking an experienced bookkeeper/accountant. This role requires both technical accounting expertise and operational insight to support a scaling business.

Core Responsibilities

Accounting & Financial Management

  • Clean up and fully reconcile QuickBooks Online for current and prior periods
  • Prepare accurate financials to support business and personal tax filings (including prior years)
  • Organize books to enable efficient collaboration with CPA for tax filing
  • Maintain ongoing monthly close process with high accuracy and timeliness

Financial Analysis & Projections

  • Build and maintain robust financial projections, leveraging classes, SKUs, or other structured data within QuickBooks
  • Develop three-statement financial models (Income Statement, Balance Sheet, Cash Flow)
  • Analyze and update unit economics and margins as costs fluctuate and the business scales

Tax Awareness & Optimization

  • Maintain working knowledge of current tax legislation (e.g., recent federal tax bills impacting small businesses)
  • Identify and track eligible deductions, including R&D-related write-offs (2022–2025 and ongoing)
  • Ensure documentation is audit-ready and supports all claimed deductions

Inventory & Operational Workflows

  • Design and implement inventory accounting workflows across multiple sales and fulfillment channels
  • Establish systems for accurate tracking of COGS, bundles, and multi-pack configurations
  • Ensure alignment between accounting systems and operational platforms

Systems Integration & Troubleshooting

  • Oversee and troubleshoot integrations between:
  • Shopify
  • QuickBooks Online
  • Payment processors (e.g., PayPal)
  • Meta platforms (Facebook & Instagram shops)
  • Ensure data integrity across all systems and resolve syncing discrepancies

Reporting & Insights

  • Build custom dashboards to monitor KPIs and financial health
  • Deliver monthly financial reports with clear, actionable insights and recommendations
  • Support decision-making with data-driven analysis

Process Development & Training

  • Develop standard operating procedures (SOPs) for accounting and financial workflows
  • Create clear documentation and step-by-step guides
  • Train internal team on bank reconciliations and financial processes

Ideal Candidate Profile

  • Proven experience in CPG and/or RTD beverage businesses
  • Advanced proficiency in QuickBooks Online (including classes, inventory, and integrations)
  • Strong understanding of inventory accounting and multi-channel fulfillment
  • Experience building financial models and dashboards
  • Working knowledge of eCommerce ecosystems (Shopify, Meta, payment processors)
  • Detail-oriented with the ability to both execute and build systems

Preferred Qualifications

  • Experience with Meta (Facebook/Instagram) commerce integrations
  • Familiarity with tax strategy and deductions (e.g., R&D credits)
  • Background in process development and team training

Schedule

  • Part Time (2-4 hours per week to start)
  • Flexible working schedule
Vacancy posted 21 days ago
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