
Posted 5 days ago
Accounting & Operations Lead - Herbal Goodness
AI Summary
The Accounting & Operations Lead manages bookkeeping, financial reporting, and e-commerce operations for a wellness company, handling accounts payable/receivable, inventory, and cross-functional process improvement.
About this role
Company: Herbal Goodness
Location: Remote
Department: Finance & Operations
Reports To: CEO
About Herbal Goodness
Herbal Goodness is a fast-growing wellness company committed to providing premium herbal teas, liquid extracts, superfoods, and supplements that support healthy living and transform lives. We are seeking a highly analytical, detail-oriented, and execution-focused Accounting, Finance & Operations Lead to strengthen our financial discipline, improve operational efficiency, and support scalable growth across e-commerce, warehouse, and supply chain functions.
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
Why Join Herbal Goodness
This is an opportunity to play a meaningful role in a mission-driven company at an exciting stage of growth. You will work closely with leadership, contribute to strategic and operational decisions, and help build the systems needed to scale effectively.
Skills
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