Financial Management
Financial Operations
- Own the end-to-end month-end close process.
- Prepare month-end reporting packs.
- Review reconciliations prepared by the Bookkeeper and outsourced providers.
- Ensure financial accuracy across both Australian and US entities.
- Manage detailed cash flow across multiple regions.
- Monitor inventory, working capital requirements, and foreign exchange (FX) exposure.
- Process and review payroll and payroll obligations in both the US and Australia, including employee on-costs and Employee Share Plan calculations.
- Supervise the AR/AP team member and Bookkeeper, reviewing their work to ensure accuracy and completeness.
- Prepare monthly, quarterly, and annual financial reports.
- Ensure timely and accurate reporting that supports informed and agile decision-making.
- Prepare the financial sections of board reporting packs as required.
- Coordinate with external tax and accounting firms in Australia and the US to ensure compliance with all relevant obligations, including:
- Annual tax filings
- R&D claims
- Ad hoc grant management
- Annual tax filings
- Serve as the internal point of contact and manage the flow of financial information to external advisors.
Deep expertise in Australian or US tax law is not required, as these responsibilities are supported externally.
- Maintain and optimise financial system integrations to support current business operations.
- Current systems include:
- Xero
- Cin7
- Shopify
- Stripe
- Airwallex
- Xero
- Experience integrating inventory management systems with accounting platforms is essential.
- Manage day-to-day banking relationships.
- Ensure compliance with all relevant financial obligations.
- Prepare and maintain financial data packages to support business planning and capital-raising activities as required.
- Maintain robust internal controls and procedures to safeguard company assets.
- Ensure the integrity and accuracy of financial information.
Commercial Support
Partner closely with the Operations Director and department heads to provide financial analysis that supports strategic business decisions, including:
- Pricing and customer profitability analysis, with a particular focus on the US retail landscape.
- Financial input into supplier contract negotiations.
- Analysis and tracking of gross margin improvement initiatives.
- Product costing and manufacturing accounting across warehouse and manufacturing operations.
- Execute the annual budgeting process.
- Maintain and continuously improve rolling forecasts and three-way financial models.
- Monitor financial performance and provide insights and recommendations to the leadership team.
Requirements
- 6+ years of experience in a finance role, with demonstrated ability to operate independently across a broad scope of responsibilities.
- CPA qualification is required.
- Experience in startup or high-growth consumer product environments is desirable.
- Exposure to Australian or US retail businesses is advantageous.
- Comfortable working with e-commerce metrics and measuring e-commerce financial performance.
- Experience with Xero accounting software is preferred, including reconciliation of multiple system integrations.
- Experience with Cin7 or another inventory management system, including its integration with accounting software, is advantageous.
- Knowledge of manufacturing accounting and warehouse finance management is advantageous.
- Familiarity with multi-entity or multi-jurisdiction finance operations is advantageous.
Deep expertise in US or Australian tax law is not required, as these responsibilities are supported by external advisors.
- Strong organisational and multitasking skills, with the ability to prioritise effectively in a fast-paced environment.
- Excellent verbal and written communication skills.
- A proactive, detail-oriented approach to problem-solving and process improvement.
- Ability to work independently while collaborating effectively within a small, globally distributed team.
Focused & Determined
Relentless in our pursuit of building something special.
We challenge the status quo and embrace continuous learning.
We remain optimistic, adaptable, and agile in the face of challenges.
We work as one team, supporting each other and always doing the right thing.
Skills Required
- 6+ years of experience in a finance role
- CPA qualification
- Experience integrating inventory management systems with accounting platforms
- Comfortable working with e-commerce metrics and measuring e-commerce financial performance
- Experience processing payroll and payroll obligations in both the US and Australia
- Strong organisational and multitasking skills
- Excellent verbal and written communication skills
- Proactive, detail-oriented approach to problem-solving and process improvement
- Ability to work independently while collaborating within a small, globally distributed team
- Experience with Xero accounting software (reconciliation of multiple integrations)
- Experience with Cin7 or another inventory management system and its integration with accounting software
- Experience in startup or high-growth consumer product environments
- Exposure to Australian or US retail businesses
- Knowledge of manufacturing accounting and warehouse finance management
- Familiarity with multi-entity or multi-jurisdiction finance operations
- Familiarity with Shopify, Stripe, and Airwallex
What We Do
Booth & Partners is a leading outsourcing and offshoring consulting firm that helps over 150 clients worldwide solve their talent and workspace challenges by specializing in building remote teams for startups and scaling businesses.








