Controller

About the Company

We are a fast-growing wellness and consumer products company selling across direct-to-consumer (DTC), Amazon, TikTok Shop, and major national retail channels. As the business continues to scale, we are looking for a hands-on Controller to oversee accounting operations, cash management, financial controls, and audit readiness.

This is a highly involved role requiring ownership from individual transactions through audited financial statements. You will work closely with executive leadership, providing accurate financial reporting, strengthening internal controls, and helping prepare the business for its next stage of growth.

Key Responsibilities

1. Cash Flow Forecasting & Cash Management

Build and maintain a rolling 13-week cash flow forecast, updated weekly and reconciled against actuals.

Forecast cash inflows across DTC, subscriptions, Amazon, TikTok Shop, and retail receivables, alongside outflows such as inventory purchases, manufacturing deposits, marketing, payroll, and debt service.

Identify potential cash constraints early and recommend actions related to payment timing, vendor terms, inventory purchases, and credit facilities.

Manage banking, corporate card, and payment processor relationships, and oversee daily cash reconciliations.

Monitor working capital, including retail accounts receivable, supplier payment terms, deductions, and chargebacks.

2. Financial Audit Leadership

Lead the annual financial statement audit from planning through completion, including schedules, auditor requests, and proposed adjustments.

Deliver accurate, reconciled audit support and keep the process on schedule.

Resolve audit findings and management letter recommendations with sustainable corrective actions.

Maintain audit readiness throughout the year, not just at year-end.

3. Internal Controls & Process Improvement

Design and implement an internal control framework appropriate for a rapidly growing business, including segregation of duties, approval matrices, and documented reviews.

Establish and enforce policies covering expenses, corporate cards, purchasing, vendor onboarding, and revenue recognition.

Embed controls into finance systems, ERP workflows, and payment approval processes.

Prepare clear financial documentation to support leadership and board-level approvals.

4. Expense Management & Financial Analysis

Review monthly expenses in detail, including corporate card transactions, reimbursements, vendor invoices, and marketing spend.

Ensure all expenses are properly documented, coded, and supported by a clear business purpose.

Partner with the Director of Finance on budget-versus-actual analysis, investigating variances and explaining key drivers.

5. Accounts Receivable/Payable & Outsourced Partner Oversight

Manage the outsourced AR/AP provider, establish service-level agreements (SLAs), review deliverables, and maintain accountability for results.

Approve payment runs and verify vendor invoices against purchase orders and receipts.

Track retail receivables, deductions, and chargebacks through resolution or recovery.

Evaluate opportunities to bring accounting activities in-house and support future hiring as needed.

6. Month-End Close & Financial Reporting

Own a timely and accurate month-end close, targeting business day 10 or earlier, in accordance with US GAAP.

Oversee balance sheet reconciliations, accruals, inventory and cost of goods sold (COGS) accounting, and revenue recognition across sales channels.

Prepare monthly financial reporting packages for executive leadership and the board.

Support tax filings and compliance in coordination with external advisors, including multi-entity and sales tax requirements.

What Success Looks Like in the First 90 Days

First 30 days

Establish a 13-week cash flow forecast and review it weekly with the CEO.

Understand the month-end close process, outsourced AR/AP workflows, and outstanding audit items.

First 60 days

Establish the audit plan and prepared-by-client (PBC) schedule with external auditors.

Implement and enforce expense and corporate card policies.

Standardize the month-end close using a documented checklist.

First 90 days

Document and implement the internal control framework within the company's systems.

Establish clear SLAs and accountability with the outsourced AR/AP provider.

Deliver a reliable monthly financial reporting package to leadership and the board.

Skills

Required Qualifications

At least 3 years of experience as a Controller or Assistant Controller at a high-growth consumer products, CPG, or e-commerce company.

Active CPA license or equivalent required for the role.

Big Four or national audit firm experience strongly preferred.

Proven experience leading a financial statement audit from the company's side, from planning through completion, with a clean audit opinion.

Demonstrated experience building and managing a 13-week cash flow forecast and using it to guide business decisions.

Experience designing and implementing internal controls from the ground up.

Strong knowledge of US GAAP, particularly inventory and COGS, multi-channel revenue recognition, and retail trade deductions.

Experience overseeing outsourced accounting, AR/AP, or finance service providers.

Proficiency with modern finance systems, such as NetSuite or QuickBooks, spend management platforms such as Ramp, Shopify, Amazon Seller Central settlements, and advanced Excel or Google Sheets.

Exceptional attention to detail, with the ability to investigate transactions and trace financial activity to supporting documentation.

Strong judgment, independence, and communication skills, including the ability to raise concerns with executive leadership and drive solutions.

Experience managing retail accounts such as Target, Walmart, and Ulta, including deduction and chargeback recovery.