Sr. Finance Analyst

Job Title: Sr. Finance Analyst Reporting To: Sr. Finance Manager Job Summary The Senior Accountant is responsible for overseeing Triquetra Health's accounting operations to ensure financial accuracy, compliance, and timely reporting. This role manages financial records, reconciliations, reporting, and internal controls while supporting leadership with financial insights to guide strategic decision-making. Triquetra Health is currently transitioning to Sage Intacct, and the Senior Accountant will play an active role in the implementation and ongoing optimization. Beyond day-to-day accounting, this role owns the company's cash flow forecasting and partners with leadership on complex financial models supporting budgeting, scenario planning, and strategic decisions. Role Description The Senior Accountant ensures the integrity of Triquetra's financial records and reporting. The role focuses on reconciliations, compliance, financial analysis, and process improvements to support operational transparency and informed decision-making. Duties & Responsibilities Maintain accurate financial records in accordance with accounting standards and company policies. Perform monthly, quarterly, and annual account reconciliations. Prepare and review financial statements, including profit and loss, balance sheet, and cash flow reports. Monitor accounts payable and receivable to ensure timely processing and collection. Review and approve invoices, expense reports, and payment requests. Ensure compliance with tax regulations, reporting requirements, and audit standards. Support budgeting and forecasting processes with financial analysis. Build, maintain, and own a rolling cash flow forecast to inform liquidity decisions. Develop and maintain complex financial models for budgeting, scenario planning, and strategic decision-making. Partner with the Senior Finance Manager and leadership on the Sage Intacct implementation, including data migration, chart of accounts design, and process redesign. Monitor cash flow and provide recommendations to optimize liquidity. Maintain and improve internal controls and accounting procedures. Own end-to-end inventory and cost accounting, including COGS, landed cost, inventory valuation, and marketplace settlement reconciliation across Shopify and Amazon (via A2X). Collaborate with operations, logistics, and leadership to ensure accurate financial tracking of inventory and production costs. Own the monthly close process and deliver financial statements within a 7-business-day close timeline. Assist with audits by preparing documentation and responding to auditor inquiries. Identify process improvements to enhance efficiency and accuracy in financial operations. Requirements Bachelor's degree in Accounting, Finance, or a related field. 5+ years of progressive accounting experience, including general ledger ownership and month-end close. Strong working knowledge of U.S. GAAP. Advanced Microsoft Excel skills (pivot tables, lookups, financial modeling). Hands-on experience with a cloud ERP / accounting system (Sage Intacct, NetSuite, Xero, or similar). Demonstrated experience building financial models, rolling forecasts, and cash flow projections. Demonstrated experience preparing financial statements and performing account reconciliations. Inventory and cost accounting experience in a physical product or DTC ecommerce environment, including COGS, landed cost, and inventory valuation. Excellent analytical, problem-solving, and communication skills. Proven ability to work independently and manage deadlines in a fully remote environment. Preferred Direct experience with Sage Intacct, especially with implementation, migration, or rollout projects. FP&A or finance business-partnering background, including scenario planning and strategic modeling. Ecommerce / DTC accounting experience, particularly with Shopify, Amazon Seller Central, and marketplace settlement reconciliation via A2X or similar tools. Sales tax / multi-state nexus experience in a DTC ecommerce context. Experience in consumer health, CPG, or product-based businesses with inventory and production cost accounting. Experience supporting external audits and implementing internal control improvements. Multi-entity or multi-currency accounting experience. Deliverables Financial Statements: P&L, balance sheet, and cash flow reports — delivered within 7 business days of period end (Monthly) Account Reconciliation: Bank, credit card, and ledger reconciliations (Monthly) AP/AR Monitoring: Payment processing and receivables tracking (Ongoing) Budget, Forecasts & Financial Models: Rolling forecasts, complex scenario models, and ad-hoc financial analysis (Monthly) Cash Flow Forecast: Rolling cash flow forecast with liquidity recommendations (Weekly and monthly) Audit Support Files: Documentation for audits and compliance reviews (As needed) Internal Control Improvements: Process enhancements and risk mitigation (Ongoing) First 90 days Days 1–30 — Onboarding & current-state assessment: Review existing accounting systems, processes, and historical financial records. Establish a reconciliation baseline across bank, credit card, and ledger accounts. Meet with the Senior Finance Manager, operations, and leadership to understand priorities. Days 31–60 — Controls & ownership: Complete an internal controls assessment and identify process improvements. Assume ownership of recurring reconciliations and routine financial reporting. Engage on the Sage Intacct implementation roadmap and migration planning. Days 61–90 — Drive cadence & strategic deliverables : Own the monthly close and deliver the first full financial review under your leadership within the 7-business-day target close timeline. Stand up the budgeting and forecasting framework, including the rolling cash flow forecast. Actively contribute to the Sage Intacct rollout (chart of accounts, data migration, workflows). Beyond 90 days: Ongoing financial oversight, continuous process improvement, and ownership of strategic financial models and analyses. Hours and Availability Estimated hours per week: 40 Hours Time zone: Eastern Standard Time Access to Systems & Resources Triquetra is currently transitioning its accounting platform to Sage Intacct; this role will work across both the legacy and new systems during the migration. Sage Intacct (target accounting platform; migration in progress) Microsoft Excel A2X (ecommerce accounting / marketplace reconciliation) Shopify (DTC sales channel) Amazon Seller Central (marketplace sales channel) Banking and financial reporting tools Google Workspace ClickUp (task management) Slack (team communication) Financial policies and historical records Reporting & Communication Reports to: Senior Finance Manager Update frequency: Daily; As Needed Special Conditions & Additional Notes Must maintain confidentiality of financial data and company records. Accuracy and timeliness in financial reporting are critical. Compliance with tax regulations and audit requirements is mandatory. Proactive communication of financial risks or discrepancies is required.